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Sweeney & Michel’s Cummins CMI Stock Holding History

Sweeney & Michel’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 		$664K Hold
1,030
– – 0.17% 78
2026
Q1 		$637K Hold
1,030
– – 0.19% 78
2025
Q4 		$617K Hold
1,030
– – 0.18% 80
2025
Q3 		$426K Hold
1,030
– – 0.14% 96
2025
Q2 		$349K Hold
1,030
– – 0.12% 100
2025
Q1 		$275K Buy
+1,030
New +$363K 0.12% 100
2024
Q3 		$345K Buy
1,030
+1
+0.1% +$296 0.14% 94
2024
Q2 		$277K Hold
1,029
– – 0.12% 97
2024
Q1 		$304K Buy
+1,029
New +$265K 0.13% 91
2023
Q3 		$224K Hold
1,029
– – 0.12% 98
2023
Q2 		$245K Hold
1,029
– – 0.13% 94
2023
Q1 		$229K Buy
+1,029
New +$251K 0.12% 97

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

Sweeney & Michel's CMI Position: Q2 2026 in Review

Sweeney & Michel held its Cummins (CMI) position steady in Q2 2026 at 1,030 shares worth $664K. The position accounts for 0.17% of the portfolio, ranked #78.

Sweeney & Michel first reported a position in CMI in Q1 2023 and has held it in 12 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Sweeney & Michel held 1,030 shares of Cummins worth $664K as of Q2 2026.
  • Sweeney & Michel left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.17% of Sweeney & Michel's portfolio in Q2 2026, its #78 holding.
  • Sweeney & Michel first reported a position in Cummins in Q1 2023 and has held it in 12 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.