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Synergy Investment Management’s Cummins CMI Stock Holding History

Synergy Investment Management’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 		$13.3K Buy
22
+14
+175% +$9.22K ﹤0.01% 584
2026
Q1 		$4.3K Buy
+8
New +$4.53K ﹤0.01% 600

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

Synergy Investment Management's CMI Position: Q2 2026 in Review

Synergy Investment Management increased its Cummins (CMI) stake by 175% in Q2 2026, buying an estimated $9.22K and bringing the position to 22 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Synergy Investment Management first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Synergy Investment Management held 22 shares of Cummins worth $13.3K as of Q2 2026.
  • Synergy Investment Management bought 14 Cummins shares in Q2 2026, an estimated $9.22K.
  • Cummins made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #584 holding.
  • Synergy Investment Management first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
  • 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.