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Stone House Investment Management’s Cummins CMI Stock Holding History

Stone House 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
Q1 		$29.8K Buy
55
+13
+31% +$7.36K 0.01% 237
2025
Q4 		$21.7K Buy
42
+10
+31% +$4.67K ﹤0.01% 246
2025
Q3 		$13.7K Buy
32
+1
+3% +$383 ﹤0.01% 259
2025
Q2 		$10.3K Buy
31
+1
+3% +$310 ﹤0.01% 261
2025
Q1 		$9.53K Buy
+30
New +$10.6K ﹤0.01% 253
2024
Q4 		– Sell
-30
Closed -$9.85K – 109
2024
Q3 		$9.85K Hold
30
– – ﹤0.01% 224
2024
Q2 		$8.42K Buy
30
+10
+50% +$2.86K ﹤0.01% 236
2024
Q1 		$6.02K Hold
20
– – ﹤0.01% 278
2023
Q4 		$4.86K Hold
20
– – ﹤0.01% 212
2023
Q3 		$4.6K Hold
20
– – ﹤0.01% 205
2023
Q2 		$4.9K Buy
+20
New +$4.53K ﹤0.01% 204

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stone House Investment Management's CMI Position: Q1 2026 in Review

Stone House Investment Management increased its Cummins (CMI) stake by 31% in Q1 2026, buying an estimated $7.36K and bringing the position to 55 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #237.

Stone House Investment Management first reported a position in CMI in Q2 2023 and has held it in 11 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Stone House Investment Management held 55 shares of Cummins worth $29.8K as of Q1 2026.
  • Stone House Investment Management bought 13 Cummins shares in Q1 2026, an estimated $7.36K.
  • Cummins made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #237 holding.
  • Stone House Investment Management first reported a position in Cummins in Q2 2023 and has held it in 11 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.