Two Point Capital Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Other funds holding CMI
Two Point Capital Management's CMI Position: Q2 2026 in Review
Two Point Capital Management reduced its Cummins (CMI) stake by 0.21% in Q2 2026, selling an estimated $38.2K and leaving 27,572 shares worth $19.7M. The position accounts for 7.92% of the portfolio, ranked #3.
Two Point Capital Management first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- Two Point Capital Management held 27,572 shares of Cummins worth $19.7M as of Q2 2026.
- Two Point Capital Management sold 58 Cummins shares in Q2 2026, an estimated $38.2K.
- Cummins made up 7.92% of Two Point Capital Management's portfolio in Q2 2026, its #3 holding.
- Two Point Capital Management first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
- 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on Two Point Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.