TD Capital Management’s Cummins CMI Stock Holding History

TD Capital 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	$27K	Hold	38	–	–	﹤0.01%	315
2026 Q1	$20.3K	Hold	38	–	–	﹤0.01%	366
2025 Q4	$19.2K	Buy	38 +1	+3%	+$467	﹤0.01%	358
2025 Q3	$15.8K	Hold	37	–	–	﹤0.01%	366
2025 Q2	$12.2K	Buy	37 +30	+429%	+$9.29K	﹤0.01%	389
2025 Q1	$2.22K	Hold	7	–	–	﹤0.01%	463
2024 Q4	$2.45K	Buy	+7	New	+$2.46K	﹤0.01%	426
2020 Q1	–	Sell	-297	Closed	-$53K	–	247
2019 Q4	$53K	Hold	297	–	–	0.01%	101
2019 Q3	$48K	Hold	297	–	–	0.01%	112
2019 Q2	$51K	Buy	+297	New	+$48.6K	0.01%	90
2014 Q1	–	Sell	-100	Closed	-$14K	–	157
2013 Q4	$14K	Buy	+100	New	+$13.3K	﹤0.01%	121

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

TD Capital Management's CMI Position: Q2 2026 in Review

TD Capital Management held its Cummins (CMI) position steady in Q2 2026 at 38 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

TD Capital Management first reported a position in CMI in Q4 2013 and has held it in 11 quarters since. The position peaked at $53K in Q4 2019. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

TD Capital Management held 38 shares of Cummins worth $27K as of Q2 2026.
TD Capital Management left its Cummins share count unchanged in Q2 2026.
Cummins made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #315 holding.
TD Capital Management first reported a position in Cummins in Q4 2013 and has held it in 11 quarters since.
TD Capital Management's Cummins position peaked at $53K in Q4 2019.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.