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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
Q2 		$4.92M Sell
6,897
-113
-2% -$74.5K 1.45% 17
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
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

River Street Advisors's CMI Position: Q2 2026 in Review

River Street Advisors reduced its Cummins (CMI) stake by 1.6% in Q2 2026, selling an estimated $74.5K and leaving 6,897 shares worth $4.92M. The position accounts for 1.45% of the portfolio, ranked #17.

River Street Advisors first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • River Street Advisors held 6,897 shares of Cummins worth $4.92M as of Q2 2026.
  • River Street Advisors sold 113 Cummins shares in Q2 2026, an estimated $74.5K.
  • Cummins made up 1.45% of River Street Advisors's portfolio in Q2 2026, its #17 holding.
  • River Street Advisors first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.