SEB Asset Management’s Cummins CMI Stock Holding History

SEB Asset Management’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	$36.7M	Buy	51,459 +10,402	+25%	+$6.85M	0.14%	136
2026 Q1	$22.1M	Buy	+41,057	New	+$23.2M	0.09%	191

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SEB Asset Management's CMI Position: Q2 2026 in Review

SEB Asset Management increased its Cummins (CMI) stake by 25% in Q2 2026, buying an estimated $6.85M and bringing the position to 51,459 shares worth $36.7M. The position accounts for 0.14% of the portfolio, ranked #136.

SEB Asset Management first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,007 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

SEB Asset Management held 51,459 shares of Cummins worth $36.7M as of Q2 2026.
SEB Asset Management bought 10,402 Cummins shares in Q2 2026, an estimated $6.85M.
Cummins made up 0.14% of SEB Asset Management's portfolio in Q2 2026, its #136 holding.
SEB Asset Management first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,007 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SEB Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.