River Street Advisors’s Cummins CMI Stock Holding History

River Street 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 Q1	$3.77M	Buy	7,010 +81	+1%	+$45.8K	1.27%	19
2025 Q4	$3.54M	Sell	6,929 -15	-0.2%	-$7.01K	1.33%	18
2025 Q3	$2.93M	Buy	6,944 +265	+4%	+$102K	1.14%	24
2025 Q2	$2.19M	Buy	6,679 +306	+5%	+$94.7K	0.94%	26
2025 Q1	$2M	Buy	6,373 +192	+3%	+$67.6K	0.99%	28
2024 Q4	$2.15M	Buy	6,181 +101	+2%	+$35.5K	1.1%	25
2024 Q3	$1.97M	Buy	6,080 +229	+4%	+$67.8K	1.07%	25
2024 Q2	$1.62M	Sell	5,851 -21	-0.4%	-$6K	1%	28
2024 Q1	$1.73M	Buy	5,872 +275	+5%	+$70.9K	1.17%	24
2023 Q4	$1.34M	Buy	5,597 +330	+6%	+$75K	1.07%	29
2023 Q3	$1.2M	Buy	5,267 +110	+2%	+$26.6K	1.14%	23
2023 Q2	$1.26M	Sell	5,157 -56	-1%	-$12.7K	1.21%	20
2023 Q1	$1.25M	Buy	5,213 +105	+2%	+$25.6K	1.22%	23
2022 Q4	$1.24M	Buy	+5,108	New	+$1.22M	1.33%	18

Other funds holding CMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return