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WBI Investments’s Cummins CMI Stock Holding History

WBI 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 		$575K Buy
806
+116
+17% +$76.4K 0.14% 185
2026
Q1 		$371K Buy
690
+119
+21% +$67.3K 0.1% 219
2025
Q4 		$292K Buy
+571
New +$267K 0.08% 257
2023
Q1 		– Sell
-11,677
Closed -$2.83M – 192
2022
Q4 		$2.83M Buy
+11,677
New +$2.78M 0.61% 44
2021
Q2 		– Sell
-19,346
Closed -$5.01M – 190
2021
Q1 		$5.01M Buy
+19,346
New +$4.83M 0.79% 21
2020
Q1 		– Sell
-43,255
Closed -$7.74M – 109
2019
Q4 		$7.74M Buy
+43,255
New +$7.61M 0.83% 23
2019
Q3 		– Sell
-12,663
Closed -$2.17M – 221
2019
Q2 		$2.17M Sell
12,663
-28,232
-69% -$4.62M 0.19% 113
2019
Q1 		$6.46M Buy
+40,895
New +$6.14M 0.5% 46
2018
Q4 		– Sell
-15,662
Closed -$2.29M – 117
2018
Q3 		$2.29M Buy
+15,662
New +$2.21M 0.12% 127
2017
Q4 		– Sell
-40,431
Closed -$6.79M – 297
2017
Q3 		$6.79M Sell
40,431
-10,568
-21% -$1.71M 0.3% 67
2017
Q2 		$8.27M Buy
50,999
+47,127
+1,217% +$7.31M 0.36% 56
2017
Q1 		$585K Buy
+3,872
New +$573K 0.03% 231
2014
Q4 		– Sell
-362,498
Closed -$47.8M – 196
2014
Q3 		$47.8M Buy
+362,498
New +$52.3M 1.42% 25

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

WBI Investments's CMI Position: Q2 2026 in Review

WBI Investments increased its Cummins (CMI) stake by 17% in Q2 2026, buying an estimated $76.4K and bringing the position to 806 shares worth $575K. The position accounts for 0.14% of the portfolio, ranked #185.

WBI Investments first reported a position in CMI in Q3 2014 and has held it in 13 quarters since. The position peaked at $47.8M in Q3 2014. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • WBI Investments held 806 shares of Cummins worth $575K as of Q2 2026.
  • WBI Investments bought 116 Cummins shares in Q2 2026, an estimated $76.4K.
  • Cummins made up 0.14% of WBI Investments's portfolio in Q2 2026, its #185 holding.
  • WBI Investments first reported a position in Cummins in Q3 2014 and has held it in 13 quarters since.
  • WBI Investments's Cummins position peaked at $47.8M in Q3 2014.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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