Walsh & Associates’s Cummins CMI Stock Holding History

Walsh & Associates’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	$188K	Hold	264	–	–	0.15%	58
2026 Q1	$142K	Hold	264	–	–	0.14%	61
2025 Q4	$135K	Buy	+264	New	+$123K	0.13%	64

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

Walsh & Associates's CMI Position: Q2 2026 in Review

Walsh & Associates held its Cummins (CMI) position steady in Q2 2026 at 264 shares worth $188K. The position accounts for 0.15% of the portfolio, ranked #58.

Walsh & Associates first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,089 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Walsh & Associates held 264 shares of Cummins worth $188K as of Q2 2026.
Walsh & Associates left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.15% of Walsh & Associates's portfolio in Q2 2026, its #58 holding.
Walsh & Associates first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,089 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.