Vaughan David Investments’s Cummins CMI Stock Holding History

Vaughan David Investments’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	$271K	Sell	380 -4	-1%	-$2.64K	0.01%	219
2026 Q1	$207K	Buy	+384	New	+$217K	﹤0.01%	230

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

Vaughan David Investments's CMI Position: Q2 2026 in Review

Vaughan David Investments reduced its Cummins (CMI) stake by 1% in Q2 2026, selling an estimated $2.64K and leaving 380 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #219.

Vaughan David Investments first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Vaughan David Investments held 380 shares of Cummins worth $271K as of Q2 2026.
Vaughan David Investments sold 4 Cummins shares in Q2 2026, an estimated $2.64K.
Cummins made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #219 holding.
Vaughan David Investments first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.