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Syon Capital’s Cummins CMI Stock Holding History

Syon Capital’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 		$4.09M Sell
5,741
-107
-2% -$70.5K 0.18% 81
2026
Q1 		$3.15M Sell
5,848
-146
-2% -$82.6K 0.16% 91
2025
Q4 		$3.06M Sell
5,994
-52
-0.9% -$24.3K 0.15% 98
2025
Q3 		$2.55M Buy
6,046
+913
+18% +$350K 0.14% 106
2025
Q2 		$1.68M Buy
5,133
+1,613
+46% +$499K 0.11% 133
2025
Q1 		$1.1M Buy
3,520
+325
+10% +$114K 0.09% 168
2024
Q4 		$1.11M Sell
3,195
-209
-6% -$73.4K 0.1% 147
2024
Q3 		$1.1M Buy
3,404
+48
+1% +$14.2K 0.1% 154
2024
Q2 		$930K Buy
3,356
+7
+0.2% +$2K 0.09% 165
2024
Q1 		$987K Buy
3,349
+50
+2% +$12.9K 0.09% 156
2023
Q4 		$790K Buy
3,299
+966
+41% +$220K 0.08% 175
2023
Q3 		$533K Buy
+2,333
New +$563K 0.07% 173

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

Syon Capital's CMI Position: Q2 2026 in Review

Syon Capital reduced its Cummins (CMI) stake by 1.8% in Q2 2026, selling an estimated $70.5K and leaving 5,741 shares worth $4.09M. The position accounts for 0.18% of the portfolio, ranked #81.

Syon Capital first reported a position in CMI in Q3 2023 and has held it in 12 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Syon Capital held 5,741 shares of Cummins worth $4.09M as of Q2 2026.
  • Syon Capital sold 107 Cummins shares in Q2 2026, an estimated $70.5K.
  • Cummins made up 0.18% of Syon Capital's portfolio in Q2 2026, its #81 holding.
  • Syon Capital first reported a position in Cummins in Q3 2023 and has held it in 12 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.