Summit Global Investments’s Cummins CMI Stock Holding History

Summit Global Investments’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	$565K	Buy	+1,051	New	+$595K	0.03%	310
2024 Q4	–	Sell	-636	Closed	-$206K	–	552
2024 Q3	$206K	Buy	+636	New	+$188K	0.01%	487
2024 Q1	–	Sell	-1,855	Closed	-$445K	–	515
2023 Q4	$445K	Sell	1,855 -60	-3%	-$13.6K	0.03%	350
2023 Q3	$437K	Buy	+1,915	New	+$462K	0.03%	359
2019 Q4	–	Sell	-10,510	Closed	-$1.71M	–	274
2019 Q3	$1.71M	Sell	10,510 -49,431	-82%	-$7.91M	0.2%	87
2019 Q2	$10.3M	Sell	59,941 -721	-1%	-$118K	1.29%	21
2019 Q1	$9.58M	Buy	60,662 +1,537	+3%	+$231K	1.22%	26
2018 Q4	$7.9M	Buy	+59,125	New	+$8.35M	1.22%	25

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Global Investments's CMI Position: Q1 2026 in Review

Summit Global Investments opened a new position in Cummins (CMI) in Q1 2026: 1,051 shares worth $565K. The stake represents 0.03% of the portfolio and ranks #310 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in CMI as recently as Q3 2024.

Summit Global Investments first reported a position in CMI in Q4 2018 and has held it in 8 quarters since. The position peaked at $10.3M in Q2 2019. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Summit Global Investments held 1,051 shares of Cummins worth $565K as of Q1 2026.
Cummins was a new Summit Global Investments position in Q1 2026.
Cummins made up 0.03% of Summit Global Investments's portfolio in Q1 2026, its #310 holding.
Summit Global Investments first reported a position in Cummins in Q4 2018 and has held it in 8 quarters since.
Summit Global Investments's Cummins position peaked at $10.3M in Q2 2019.
1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.