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Summit Securities Group’s Cummins CMI Stock Holding History

Summit Securities Group’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
2019
Q1 		– Sell
-34
Closed -$454K – 225
2018
Q4 		$454K Buy
+34
New +$4.8K 0.04% 209
2016
Q3 		– Sell
-38
Closed -$202K – 177
2016
Q2 		$202K Buy
+38
New +$4.3K 0.11% 191

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

Summit Securities Group's CMI Position: Q1 2026 in Review

Summit Securities Group reduced its Cummins (CMI) stake by 89% in Q1 2026, selling an estimated $104K and leaving 23 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Summit Securities Group first reported a position in CMI in Q3 2013 and has held it in 29 quarters since. The position peaked at $832K in Q4 2013. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Summit Securities Group held 23 shares of Cummins worth $12.4K as of Q1 2026.
  • Summit Securities Group sold 183 Cummins shares in Q1 2026, an estimated $104K.
  • Cummins made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #624 holding.
  • Summit Securities Group first reported a position in Cummins in Q3 2013 and has held it in 29 quarters since.
  • Summit Securities Group's Cummins position peaked at $832K in Q4 2013.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.