ZIM
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Zacks Investment Management’s Cummins CMI Stock Holding History

Zacks Investment Management’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 		$111M Buy
155,081
+4,034
+3% +$2.66M 0.79% 31
2026
Q1 		$81.3M Sell
151,047
-1,265
-0.8% -$716K 0.65% 42
2025
Q4 		$77.7M Sell
152,312
-997
-0.7% -$466K 0.61% 42
2025
Q3 		$64.8M Buy
153,309
+1,306
+0.9% +$501K 0.52% 52
2025
Q2 		$49.8M Buy
152,003
+40
+0% +$12.4K 0.43% 67
2025
Q1 		$47.6M Buy
151,963
+150,012
+7,689% +$52.8M 0.44% 67
2024
Q4 		$680K Sell
1,951
-424
-18% -$149K 0.01% 447
2024
Q3 		$769K Buy
2,375
+905
+62% +$268K 0.01% 436
2024
Q2 		$407K Buy
1,470
+21
+1% +$6K ﹤0.01% 480
2024
Q1 		$428K Buy
1,449
+153
+12% +$39.4K ﹤0.01% 493
2023
Q4 		$310K Sell
1,296
-403
-24% -$91.6K ﹤0.01% 523
2023
Q3 		$388K Buy
1,699
+227
+15% +$54.8K 0.01% 480
2023
Q2 		$361K Buy
+1,472
New +$333K ﹤0.01% 501
2020
Q1 		– Sell
-1,384
Closed -$248K – 508
2019
Q4 		$248K Sell
1,384
-16,571
-92% -$2.92M ﹤0.01% 502
2019
Q3 		$2.92M Sell
17,955
-964
-5% -$154K 0.06% 198
2019
Q2 		$3.24M Buy
18,919
+1,052
+6% +$172K 0.07% 181
2019
Q1 		$2.82M Buy
17,867
+2,813
+19% +$422K 0.06% 202
2018
Q4 		$2.01M Buy
+15,054
New +$2.13M 0.05% 233
2018
Q3 		– Sell
-16,046
Closed -$2.13M – 539
2018
Q2 		$2.13M Buy
16,046
+911
+6% +$136K 0.05% 261
2018
Q1 		$2.45M Buy
15,135
+1,235
+9% +$212K 0.05% 229
2017
Q4 		$2.46M Buy
13,900
+582
+4% +$99.5K 0.05% 225
2017
Q3 		$2.24M Buy
13,318
+720
+6% +$117K 0.05% 231
2017
Q2 		$2.04M Buy
+12,598
New +$1.95M 0.05% 232

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

Zacks Investment Management's CMI Position: Q2 2026 in Review

Zacks Investment Management increased its Cummins (CMI) stake by 2.7% in Q2 2026, buying an estimated $2.66M and bringing the position to 155,081 shares worth $111M. The position accounts for 0.79% of the portfolio, ranked #31.

Zacks Investment Management first reported a position in CMI in Q2 2017 and has held it in 23 quarters since. 2,105 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Zacks Investment Management held 155,081 shares of Cummins worth $111M as of Q2 2026.
  • Zacks Investment Management bought 4,034 Cummins shares in Q2 2026, an estimated $2.66M.
  • Cummins made up 0.79% of Zacks Investment Management's portfolio in Q2 2026, its #31 holding.
  • Zacks Investment Management first reported a position in Cummins in Q2 2017 and has held it in 23 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.