RCA
CMI icon

Ranch Capital Advisors’s Cummins CMI Stock Holding History

Ranch Capital Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.59M Buy
6,441
+415
+7% +$273K 1.46% 19
2026
Q1 		$3.24M Sell
6,026
-53
-0.9% -$30K 1.17% 28
2025
Q4 		$3.1M Buy
6,079
+242
+4% +$113K 1.14% 29
2025
Q3 		$2.47M Buy
5,837
+171
+3% +$65.6K 0.95% 34
2025
Q2 		$1.86M Buy
5,666
+231
+4% +$71.5K 0.8% 43
2025
Q1 		$1.7M Buy
5,435
+93
+2% +$32.8K 0.81% 46
2024
Q4 		$1.86M Buy
5,342
+59
+1% +$20.7K 0.88% 33
2024
Q3 		$1.71M Buy
5,283
+187
+4% +$55.4K 0.81% 39
2024
Q2 		$1.41M Buy
5,096
+54
+1% +$15.4K 0.74% 39
2024
Q1 		$1.49M Buy
5,042
+66
+1% +$17K 0.8% 38
2023
Q4 		$1.19M Sell
4,976
-84
-2% -$19.1K 0.74% 45
2023
Q3 		$1.16M Sell
5,060
-152
-3% -$36.7K 0.81% 38
2023
Q2 		$1.28M Buy
5,212
+8
+0.2% +$1.81K 0.9% 33
2023
Q1 		$1.24M Buy
5,204
+9
+0.2% +$2.2K 0.91% 31
2022
Q4 		$1.26M Buy
5,195
+894
+21% +$213K 0.99% 31
2022
Q3 		$875K Buy
4,301
+329
+8% +$70K 0.72% 44
2022
Q2 		$769K Buy
3,972
+1
+0% +$200 0.59% 56
2022
Q1 		$815K Buy
3,971
+28
+0.7% +$6.05K 0.54% 58
2021
Q4 		$860K Buy
3,943
+14
+0.4% +$3.19K 0.56% 55
2021
Q3 		$882K Buy
3,929
+219
+6% +$51.3K 0.55% 54
2021
Q2 		$904K Sell
3,710
-10
-0.3% -$2.56K 0.54% 53
2021
Q1 		$963K Sell
3,720
-1,359
-27% -$340K 0.64% 43
2020
Q4 		$1.15M Sell
5,079
-12
-0.2% -$2.69K 0.83% 24
2020
Q3 		$1.09M Sell
5,091
-61
-1% -$12.2K 0.87% 18
2020
Q2 		$1.08M Buy
5,152
+3,546
+221% +$567K 0.85% 24
2020
Q1 		$217K Sell
1,606
-201
-11% -$31.3K 0.21% 115
2019
Q4 		$323K Sell
1,807
-24
-1% -$4.22K 0.26% 110
2019
Q3 		$298K Buy
+1,831
New +$293K 0.32% 104

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ranch Capital Advisors's CMI Position: Q2 2026 in Review

Ranch Capital Advisors increased its Cummins (CMI) stake by 6.9% in Q2 2026, buying an estimated $273K and bringing the position to 6,441 shares worth $4.59M. The position accounts for 1.46% of the portfolio, ranked #19.

Ranch Capital Advisors first reported a position in CMI in Q3 2019 and has held it in 28 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Ranch Capital Advisors held 6,441 shares of Cummins worth $4.59M as of Q2 2026.
  • Ranch Capital Advisors bought 415 Cummins shares in Q2 2026, an estimated $273K.
  • Cummins made up 1.46% of Ranch Capital Advisors's portfolio in Q2 2026, its #19 holding.
  • Ranch Capital Advisors first reported a position in Cummins in Q3 2019 and has held it in 28 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.