Symmetry Partners’s Cummins CMI Stock Holding History

Symmetry Partners’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	$363K	Buy	509 +14	+3%	+$9.22K	0.02%	159
2026 Q1	$266K	Buy	495 +14	+3%	+$7.92K	0.02%	160
2025 Q4	$246K	Sell	481 -43	-8%	-$20.1K	0.01%	167
2025 Q3	$221K	Buy	+524	New	+$201K	0.02%	155
2024 Q3	–	Sell	-2,192	Closed	-$607K	–	173
2024 Q2	$607K	Sell	2,192 -597	-21%	-$171K	0.03%	239
2024 Q1	$822K	Sell	2,789 -3,712	-57%	-$957K	0.06%	209
2023 Q4	$1.56M	Sell	6,501 -456	-7%	-$104K	0.08%	106
2023 Q3	$1.59M	Sell	6,957 -102	-1%	-$24.6K	0.09%	112
2023 Q2	$1.73M	Sell	7,059 -554	-7%	-$125K	0.09%	110
2023 Q1	$1.82M	Buy	7,613 +554	+8%	+$135K	0.1%	111
2022 Q4	$1.71M	Hold	7,059	–	–	0.1%	108
2022 Q3	$1.44M	Hold	7,059	–	–	0.1%	111
2022 Q2	$1.37M	Hold	7,059	–	–	0.09%	117
2022 Q1	$1.45M	Hold	7,059	–	–	0.09%	130
2021 Q4	$1.54M	Sell	7,059 -200	-3%	-$45.6K	0.1%	134
2021 Q3	$1.7M	Hold	7,259	–	–	0.11%	119
2021 Q2	$1.77M	Hold	7,259	–	–	0.12%	118
2021 Q1	$1.88M	Buy	7,259 +286	+4%	+$71.5K	0.14%	99
2020 Q4	$1.58M	Buy	6,973 +6	+0.1%	+$1.35K	0.12%	113
2020 Q3	$1.47M	Buy	6,967 +2,694	+63%	+$537K	0.13%	106
2020 Q2	$740K	Buy	4,273 +11	+0.3%	+$1.76K	0.09%	91
2020 Q1	$577K	Buy	4,262 +381	+10%	+$59.4K	0.13%	82
2019 Q4	$695K	Hold	3,881	–	–	0.14%	96
2019 Q3	$631K	Buy	3,881 +550	+17%	+$88K	0.13%	112
2019 Q2	$571K	Buy	+3,331	New	+$545K	0.12%	138

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

Symmetry Partners's CMI Position: Q2 2026 in Review

Symmetry Partners increased its Cummins (CMI) stake by 2.8% in Q2 2026, buying an estimated $9.22K and bringing the position to 509 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #159.

Symmetry Partners first reported a position in CMI in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.88M in Q1 2021. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Symmetry Partners held 509 shares of Cummins worth $363K as of Q2 2026.
Symmetry Partners bought 14 Cummins shares in Q2 2026, an estimated $9.22K.
Cummins made up 0.02% of Symmetry Partners's portfolio in Q2 2026, its #159 holding.
Symmetry Partners first reported a position in Cummins in Q2 2019 and has held it in 25 quarters since.
Symmetry Partners's Cummins position peaked at $1.88M in Q1 2021.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.