TMB Capital Partners’s Cummins CMI Stock Holding History

TMB Capital 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	$2.17M	Buy	3,037 +117	+4%	+$77.1K	0.68%	40
2026 Q1	$1.57M	Buy	2,920 +60	+2%	+$34K	0.53%	49
2025 Q4	$1.46M	Buy	+2,860	New	+$1.34M	0.5%	52

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

TMB Capital Partners's CMI Position: Q2 2026 in Review

TMB Capital Partners increased its Cummins (CMI) stake by 4% in Q2 2026, buying an estimated $77.1K and bringing the position to 3,037 shares worth $2.17M. The position accounts for 0.68% of the portfolio, ranked #40.

TMB Capital Partners first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,098 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

TMB Capital Partners held 3,037 shares of Cummins worth $2.17M as of Q2 2026.
TMB Capital Partners bought 117 Cummins shares in Q2 2026, an estimated $77.1K.
Cummins made up 0.68% of TMB Capital Partners's portfolio in Q2 2026, its #40 holding.
TMB Capital Partners first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,098 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on TMB Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.