SSI Investment Management’s Cummins CMI Stock Holding History

SSI Investment 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	$248K	Buy	+348	New	+$229K	0.01%	234
2025 Q2	–	Sell	-657	Closed	-$206K	–	256
2025 Q1	$206K	Hold	657	–	–	0.02%	253
2024 Q4	$229K	Hold	657	–	–	0.02%	255
2024 Q3	$213K	Buy	+657	New	+$195K	0.02%	258
2023 Q1	–	Sell	-972	Closed	-$236K	–	260
2022 Q4	$236K	Hold	972	–	–	0.01%	284
2022 Q3	$200K	Buy	+972	New	+$207K	0.01%	280
2022 Q2	–	Sell	-972	Closed	-$201K	–	300
2022 Q1	$201K	Sell	972 -7	-0.7%	-$1.51K	0.01%	308
2021 Q4	$215K	Hold	979	–	–	0.01%	307
2021 Q3	$221K	Hold	979	–	–	0.01%	291
2021 Q2	$239K	Sell	979 -6	-0.6%	-$1.53K	0.02%	296
2021 Q1	$257K	Hold	985	–	–	0.02%	269
2020 Q4	$223K	Hold	985	–	–	0.02%	255
2020 Q3	$209K	Buy	+985	New	+$196K	0.02%	245
2015 Q2	–	Sell	-1,797	Closed	-$250K	–	295
2015 Q1	$250K	Sell	1,797 -1,668	-48%	-$235K	0.02%	258
2014 Q4	$499K	Buy	3,465 +1,435	+71%	+$203K	0.05%	220
2014 Q3	$268K	Buy	2,030 +730	+56%	+$105K	0.03%	324
2014 Q2	$200K	Buy	+1,300	New	+$197K	0.02%	374

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 $3.38T AUM 44.17% 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

SSI Investment Management's CMI Position: Q2 2026 in Review

SSI Investment Management opened a new position in Cummins (CMI) in Q2 2026: 348 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings. This is a return to the name: SSI Investment Management previously reported a position in CMI as recently as Q1 2025.

SSI Investment Management first reported a position in CMI in Q2 2014 and has held it in 17 quarters since. The position peaked at $499K in Q4 2014. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

SSI Investment Management held 348 shares of Cummins worth $248K as of Q2 2026.
Cummins was a new SSI Investment Management position in Q2 2026.
Cummins made up 0.01% of SSI Investment Management's portfolio in Q2 2026, its #234 holding.
SSI Investment Management first reported a position in Cummins in Q2 2014 and has held it in 17 quarters since.
SSI Investment Management's Cummins position peaked at $499K in Q4 2014.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SSI Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.