SIA
CMI icon

SGL Investment Advisors’s Cummins CMI Stock Holding History

SGL Investment 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 		$6.18M Buy
9,742
+139
+1% +$91.6K 2.13% 14
2026
Q1 		$6.75M Sell
9,603
-1,794
-16% -$1.02M 2.53% 6
2025
Q4 		$6.16M Sell
11,397
-3,058
-21% -$1.43M 2.46% 13
2025
Q3 		$6.33M Sell
14,455
-30
-0.2% -$11.5K 2.64% 9
2025
Q2 		$4.79M Buy
14,485
+39
+0.3% +$12.1K 2.28% 16
2025
Q1 		$4.43M Sell
14,446
-99
-0.7% -$34.9K 2.29% 14
2024
Q4 		$5.3M Sell
14,545
-4,200
-22% -$1.48M 2.67% 10
2024
Q3 		$6.82M Buy
+18,745
New +$5.55M 3.5% 4

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

SGL Investment Advisors's CMI Position: Q2 2026 in Review

SGL Investment Advisors increased its Cummins (CMI) stake by 1.4% in Q2 2026, buying an estimated $91.6K and bringing the position to 9,742 shares worth $6.18M. The position accounts for 2.13% of the portfolio, ranked #14.

SGL Investment Advisors first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.82M in Q3 2024. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • SGL Investment Advisors held 9,742 shares of Cummins worth $6.18M as of Q2 2026.
  • SGL Investment Advisors bought 139 Cummins shares in Q2 2026, an estimated $91.6K.
  • Cummins made up 2.13% of SGL Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • SGL Investment Advisors first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's Cummins position peaked at $6.82M in Q3 2024.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.