Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Cummins CMI Stock Holding History

Vanguard Personalized Indexing 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 		$24.1M Buy
33,793
+482
+1% +$318K 0.2% 71
2026
Q1 		$17.9M Buy
33,311
+392
+1% +$222K 0.18% 90
2025
Q4 		$16.8M Buy
32,919
+1,197
+4% +$559K 0.16% 95
2025
Q3 		$13.4M Sell
31,722
-139
-0.4% -$53.3K 0.14% 114
2025
Q2 		$10.4M Buy
31,861
+3,353
+12% +$1.04M 0.12% 147
2025
Q1 		$8.94M Buy
28,508
+1,442
+5% +$508K 0.13% 134
2024
Q4 		$9.44M Buy
27,066
+2,088
+8% +$734K 0.14% 106
2024
Q3 		$8.09M Buy
24,978
+3,029
+14% +$897K 0.13% 128
2024
Q2 		$6.08M Buy
21,949
+849
+4% +$243K 0.12% 143
2024
Q1 		$6.22M Buy
21,100
+1,393
+7% +$359K 0.13% 130
2023
Q4 		$4.72M Buy
19,707
+1,364
+7% +$310K 0.12% 142
2023
Q3 		$4.19M Buy
18,343
+587
+3% +$142K 0.13% 141
2023
Q2 		$4.35M Buy
17,756
+578
+3% +$131K 0.13% 130
2023
Q1 		$4.1M Buy
17,178
+1,692
+11% +$413K 0.14% 127
2022
Q4 		$3.75M Buy
15,486
+877
+6% +$209K 0.15% 122
2022
Q3 		$2.97M Buy
14,609
+1,441
+11% +$307K 0.13% 147
2022
Q2 		$2.55M Buy
13,168
+5,322
+68% +$1.06M 0.12% 165
2022
Q1 		$1.61M Sell
7,846
-1,870
-19% -$404K 0.08% 253
2021
Q4 		$2.12M Buy
9,716
+6,462
+199% +$1.47M 0.12% 152
2021
Q3 		$731K Sell
3,254
-1,307
-29% -$306K 0.07% 333
2021
Q2 		$1.11M Buy
4,561
+347
+8% +$88.7K 0.12% 172
2021
Q1 		$1.09M Buy
4,214
+821
+24% +$205K 0.17% 134
2020
Q4 		$771K Buy
3,393
+347
+11% +$77.9K 0.17% 134
2020
Q3 		$643K Buy
3,046
+1,019
+50% +$203K 0.18% 135
2020
Q2 		$351K Buy
+2,027
New +$324K 0.16% 160

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

Vanguard Personalized Indexing Management's CMI Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Cummins (CMI) stake by 1.4% in Q2 2026, buying an estimated $318K and bringing the position to 33,793 shares worth $24.1M. The position accounts for 0.2% of the portfolio, ranked #71.

Vanguard Personalized Indexing Management first reported a position in CMI in Q2 2020 and has held it in 25 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 33,793 shares of Cummins worth $24.1M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 482 Cummins shares in Q2 2026, an estimated $318K.
  • Cummins made up 0.2% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #71 holding.
  • Vanguard Personalized Indexing Management first reported a position in Cummins in Q2 2020 and has held it in 25 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.