Relyea Zuckerberg Hanson’s Cummins CMI Stock Holding History

Relyea Zuckerberg Hanson’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	$467K	Buy	655 +8	+1%	+$5.27K	0.04%	192
2026 Q1	$348K	Buy	647 +2	+0.3%	+$1.13K	0.04%	198
2025 Q4	$329K	Hold	645	–	–	0.03%	205
2025 Q3	$272K	Buy	645 +5	+0.8%	+$1.92K	0.03%	226
2025 Q2	$210K	Buy	+640	New	+$198K	0.02%	250
2025 Q1	–	Sell	-627	Closed	-$219K	–	255
2024 Q4	$219K	Buy	+627	New	+$220K	0.03%	243

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Relyea Zuckerberg Hanson's CMI Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Cummins (CMI) stake by 1.2% in Q2 2026, buying an estimated $5.27K and bringing the position to 655 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #192.

Relyea Zuckerberg Hanson first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Relyea Zuckerberg Hanson held 655 shares of Cummins worth $467K as of Q2 2026.
Relyea Zuckerberg Hanson bought 8 Cummins shares in Q2 2026, an estimated $5.27K.
Cummins made up 0.04% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #192 holding.
Relyea Zuckerberg Hanson first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.