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 Q2	$2.93M	Buy	4,102 +3,051	+290%	+$2.01M	0.16%	71
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 $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

Summit Global Investments's CMI Position: Q2 2026 in Review

Summit Global Investments increased its Cummins (CMI) stake by 290% in Q2 2026, buying an estimated $2.01M and bringing the position to 4,102 shares worth $2.93M. The position accounts for 0.16% of the portfolio, ranked #71.

Summit Global Investments first reported a position in CMI in Q4 2018 and has held it in 9 quarters since. The position peaked at $10.3M in Q2 2019. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Summit Global Investments held 4,102 shares of Cummins worth $2.93M as of Q2 2026.
Summit Global Investments bought 3,051 Cummins shares in Q2 2026, an estimated $2.01M.
Cummins made up 0.16% of Summit Global Investments's portfolio in Q2 2026, its #71 holding.
Summit Global Investments first reported a position in Cummins in Q4 2018 and has held it in 9 quarters since.
Summit Global Investments's Cummins position peaked at $10.3M in Q2 2019.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.