SA
CMI icon

Sanctuary Advisors’s Cummins CMI Stock Holding History

Sanctuary 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 		$34M Buy
47,717
+2,294
+5% +$1.51M 0.16% 138
2026
Q1 		$24.4M Sell
45,423
-324
-0.7% -$183K 0.13% 170
2025
Q4 		$23.4M Buy
45,747
+9,073
+25% +$4.24M 0.13% 175
2025
Q3 		$15.5M Buy
36,674
+832
+2% +$319K 0.09% 232
2025
Q2 		$11.7M Buy
35,842
+176
+0.5% +$54.5K 0.07% 283
2025
Q1 		$11.2M Buy
35,666
+2,010
+6% +$708K 0.08% 262
2024
Q4 		$12.1M Sell
33,656
-859
-2% -$302K 0.08% 274
2024
Q3 		$12.9M Sell
34,515
-1,517
-4% -$449K 0.08% 264
2024
Q2 		$10.5M Buy
+36,032
New +$10.3M 0.08% 270

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's CMI Position: Q2 2026 in Review

Sanctuary Advisors increased its Cummins (CMI) stake by 5.1% in Q2 2026, buying an estimated $1.51M and bringing the position to 47,717 shares worth $34M. The position accounts for 0.16% of the portfolio, ranked #138.

Sanctuary Advisors first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Sanctuary Advisors held 47,717 shares of Cummins worth $34M as of Q2 2026.
  • Sanctuary Advisors bought 2,294 Cummins shares in Q2 2026, an estimated $1.51M.
  • Cummins made up 0.16% of Sanctuary Advisors's portfolio in Q2 2026, its #138 holding.
  • Sanctuary Advisors first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.