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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Securities Group's CMI Position: Q2 2026 in Review

Summit Securities Group increased its Cummins (CMI) stake by 39% in Q2 2026, buying an estimated $5.93K and bringing the position to 32 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Summit Securities Group first reported a position in CMI in Q3 2013 and has held it in 30 quarters since. The position peaked at $832K in Q4 2013. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Summit Securities Group held 32 shares of Cummins worth $22.8K as of Q2 2026.
  • Summit Securities Group bought 9 Cummins shares in Q2 2026, an estimated $5.93K.
  • Cummins made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #695 holding.
  • Summit Securities Group first reported a position in Cummins in Q3 2013 and has held it in 30 quarters since.
  • Summit Securities Group's Cummins position peaked at $832K in Q4 2013.
  • 2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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