SP
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SmartHarvest Portfolios’s Cummins CMI Stock Holding History

SmartHarvest Portfolios’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 		$439K Sell
615
-51
-8% -$33.6K 0.14% 154
2026
Q1 		$358K Sell
666
-209
-24% -$118K 0.15% 158
2025
Q4 		$447K Buy
+875
New +$409K 0.16% 137

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

SmartHarvest Portfolios's CMI Position: Q2 2026 in Review

SmartHarvest Portfolios reduced its Cummins (CMI) stake by 7.7% in Q2 2026, selling an estimated $33.6K and leaving 615 shares worth $439K. The position accounts for 0.14% of the portfolio, ranked #154.

SmartHarvest Portfolios first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $447K in Q4 2025. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • SmartHarvest Portfolios held 615 shares of Cummins worth $439K as of Q2 2026.
  • SmartHarvest Portfolios sold 51 Cummins shares in Q2 2026, an estimated $33.6K.
  • Cummins made up 0.14% of SmartHarvest Portfolios's portfolio in Q2 2026, its #154 holding.
  • SmartHarvest Portfolios first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • SmartHarvest Portfolios's Cummins position peaked at $447K in Q4 2025.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.