SimplyRich’s Cummins CMI Stock Holding History

SimplyRich’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	–	Sell	-474	Closed	-$255K	–	173
2026 Q1	$255K	Hold	474	–	–	0.07%	209
2025 Q4	$241K	Hold	474	–	–	0.06%	187
2025 Q3	$200K	Buy	+474	New	+$182K	0.05%	200

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SimplyRich's CMI Position: Q2 2026 in Review

SimplyRich sold out of Cummins (CMI) in Q2 2026, closing a stake of 474 shares — an estimated $255K sold.

SimplyRich first reported a position in CMI in Q3 2025 and held it in 3 quarters. The position peaked at $255K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

SimplyRich reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
SimplyRich sold 474 Cummins shares in Q2 2026, an estimated $255K.
SimplyRich first reported a position in Cummins in Q3 2025 and held it in 3 quarters.
SimplyRich's Cummins position peaked at $255K in Q1 2026.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.