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Vista Capital Partners’s Cummins CMI Stock Holding History

Vista 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 		$941K Buy
1,320
+36
+3% +$23.7K 0.08% 59
2026
Q1 		$691K Buy
1,284
+30
+2% +$17K 0.07% 68
2025
Q4 		$640K Sell
1,254
-139
-10% -$65K 0.06% 75
2025
Q3 		$588K Buy
1,393
+165
+13% +$63.3K 0.06% 66
2025
Q2 		$402K Buy
1,228
+9
+0.7% +$2.79K 0.04% 78
2025
Q1 		$382K Sell
1,219
-23
-2% -$8.1K 0.05% 65
2024
Q4 		$433K Buy
+1,242
New +$436K 0.05% 63

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

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

Vista Capital Partners increased its Cummins (CMI) stake by 2.8% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,320 shares worth $941K. The position accounts for 0.08% of the portfolio, ranked #59.

Vista Capital Partners first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Vista Capital Partners held 1,320 shares of Cummins worth $941K as of Q2 2026.
  • Vista Capital Partners bought 36 Cummins shares in Q2 2026, an estimated $23.7K.
  • Cummins made up 0.08% of Vista Capital Partners's portfolio in Q2 2026, its #59 holding.
  • Vista Capital Partners first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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