Wellington Group’s Cummins CMI Stock Holding History

Wellington Group’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	$3.2M	Buy	4,481 +99	+2%	+$65.2K	0.85%	27
2026 Q1	$2.36M	Buy	4,382 +553	+14%	+$313K	0.73%	24
2025 Q4	$1.95M	Buy	+3,829	New	+$1.79M	0.65%	26

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

Wellington Group's CMI Position: Q2 2026 in Review

Wellington Group increased its Cummins (CMI) stake by 2.3% in Q2 2026, buying an estimated $65.2K and bringing the position to 4,481 shares worth $3.2M. The position accounts for 0.85% of the portfolio, ranked #27.

Wellington Group first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,100 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Wellington Group held 4,481 shares of Cummins worth $3.2M as of Q2 2026.
Wellington Group bought 99 Cummins shares in Q2 2026, an estimated $65.2K.
Cummins made up 0.85% of Wellington Group's portfolio in Q2 2026, its #27 holding.
Wellington Group first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,100 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.