SOS
CMI icon

Silver Oak Securities’s Cummins CMI Stock Holding History

Silver Oak Securities’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 		$622K Buy
873
+644
+281% +$424K 0.04% 405
2026
Q1 		$123K Buy
229
+119
+108% +$67.3K 0.01% 755
2025
Q4 		$56.7K Sell
110
-148
-57% -$69.2K ﹤0.01% 794
2025
Q3 		$109K Buy
258
+159
+161% +$61K 0.01% 727
2025
Q2 		$32.4K Buy
99
+7
+8% +$2.17K ﹤0.01% 685
2025
Q1 		$28.8K Buy
92
+6
+7% +$2.11K ﹤0.01% 641
2024
Q4 		$30.1K Sell
86
-3
-3% -$1.05K ﹤0.01% 619
2024
Q3 		$29.1K Buy
89
+39
+78% +$11.6K ﹤0.01% 531
2024
Q2 		$13.8K Sell
50
-32
-39% -$9.14K ﹤0.01% 469
2024
Q1 		$24.1K Sell
82
-413
-83% -$106K ﹤0.01% 458
2023
Q4 		$119K Buy
495
+374
+309% +$85K 0.02% 478
2023
Q3 		$27.7K Buy
+121
New +$29.2K 0.01% 394
2022
Q4 		– Sell
-121
Closed -$27.7K – 336
2022
Q3 		$27.7K Buy
+121
New +$25.7K 0.01% 394

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

Silver Oak Securities's CMI Position: Q2 2026 in Review

Silver Oak Securities increased its Cummins (CMI) stake by 281% in Q2 2026, buying an estimated $424K and bringing the position to 873 shares worth $622K. The position accounts for 0.04% of the portfolio, ranked #405.

Silver Oak Securities first reported a position in CMI in Q3 2022 and has held it in 13 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Silver Oak Securities held 873 shares of Cummins worth $622K as of Q2 2026.
  • Silver Oak Securities bought 644 Cummins shares in Q2 2026, an estimated $424K.
  • Cummins made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #405 holding.
  • Silver Oak Securities first reported a position in Cummins in Q3 2022 and has held it in 13 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.