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Venture Visionary Partners’s Cummins CMI Stock Holding History

Venture Visionary 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 		$883K Buy
1,238
+154
+14% +$101K 0.02% 365
2026
Q1 		$583K Sell
1,084
-278
-20% -$157K 0.02% 396
2025
Q4 		$695K Sell
1,362
-60
-4% -$28K 0.02% 376
2025
Q3 		$601K Sell
1,422
-175
-11% -$67.1K 0.02% 378
2025
Q2 		$523K Buy
1,597
+5
+0.3% +$1.55K 0.02% 393
2025
Q1 		$499K Sell
1,592
-63
-4% -$22.2K 0.02% 385
2024
Q4 		$577K Hold
1,655
– – 0.02% 345
2024
Q3 		$536K Sell
1,655
-63
-4% -$18.7K 0.02% 357
2024
Q2 		$476K Sell
1,718
-633
-27% -$181K 0.02% 385
2024
Q1 		$693K Sell
2,351
-215
-8% -$55.4K 0.03% 326
2023
Q4 		$615K Buy
2,566
+310
+14% +$70.5K 0.03% 323
2023
Q3 		$515K Hold
2,256
– – 0.03% 328
2023
Q2 		$553K Sell
2,256
-100
-4% -$22.6K 0.03% 328
2023
Q1 		$563K Sell
2,356
-500
-18% -$122K 0.04% 320
2022
Q4 		$692K Hold
2,856
– – 0.05% 269
2022
Q3 		$581K Hold
2,856
– – 0.05% 275
2022
Q2 		$553K Hold
2,856
– – 0.04% 278
2022
Q1 		$585K Buy
2,856
+482
+20% +$104K 0.04% 302
2021
Q4 		$517K Buy
2,374
+311
+15% +$70.9K 0.03% 324
2021
Q3 		$463K Buy
2,063
+669
+48% +$157K 0.03% 336
2021
Q2 		$339K Hold
1,394
– – 0.03% 369
2021
Q1 		$361K Hold
1,394
– – 0.03% 342
2020
Q4 		$316K Buy
+1,394
New +$313K 0.03% 305

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

Venture Visionary Partners's CMI Position: Q2 2026 in Review

Venture Visionary Partners increased its Cummins (CMI) stake by 14% in Q2 2026, buying an estimated $101K and bringing the position to 1,238 shares worth $883K. The position accounts for 0.02% of the portfolio, ranked #365.

Venture Visionary Partners first reported a position in CMI in Q4 2020 and has held it in 23 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Venture Visionary Partners held 1,238 shares of Cummins worth $883K as of Q2 2026.
  • Venture Visionary Partners bought 154 Cummins shares in Q2 2026, an estimated $101K.
  • Cummins made up 0.02% of Venture Visionary Partners's portfolio in Q2 2026, its #365 holding.
  • Venture Visionary Partners first reported a position in Cummins in Q4 2020 and has held it in 23 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.