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Zullo Investment Group’s Cummins CMI Stock Holding History

Zullo Investment 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 		$610K Hold
854
– – 0.21% 84
2026
Q1 		$460K Buy
854
+32
+4% +$18.1K 0.17% 99
2025
Q4 		$420K Buy
822
+1
+0.1% +$467 0.15% 100
2025
Q3 		$347K Hold
821
– – 0.13% 111
2025
Q2 		$269K Buy
821
+46
+6% +$14.2K 0.11% 127
2025
Q1 		$243K Sell
775
-15
-2% -$5.28K 0.1% 129
2024
Q4 		$276K Buy
790
+2
+0.3% +$703 0.11% 127
2024
Q3 		$255K Buy
788
+1
+0.1% +$296 0.11% 131
2024
Q2 		$218K Hold
787
– – 0.1% 143
2024
Q1 		$232K Buy
+787
New +$203K 0.11% 140
2023
Q3 		– Sell
-854
Closed -$209K – 140
2023
Q2 		$209K Buy
+854
New +$193K 0.12% 131
2023
Q1 		– Sell
-845
Closed -$205K – 235
2022
Q4 		$205K Sell
845
-45
-5% -$10.7K 0.13% 130
2022
Q3 		$181K Sell
890
-110
-11% -$23.4K 0.12% 139
2022
Q2 		$194K Buy
1,000
+120
+14% +$24K 0.12% 139
2022
Q1 		$180K Sell
880
-395
-31% -$85.4K 0.09% 163
2021
Q4 		$278K Buy
+1,275
New +$290K 0.14% 127

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

Zullo Investment Group's CMI Position: Q2 2026 in Review

Zullo Investment Group held its Cummins (CMI) position steady in Q2 2026 at 854 shares worth $610K. The position accounts for 0.21% of the portfolio, ranked #84.

Zullo Investment Group first reported a position in CMI in Q4 2021 and has held it in 16 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Zullo Investment Group held 854 shares of Cummins worth $610K as of Q2 2026.
  • Zullo Investment Group left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.21% of Zullo Investment Group's portfolio in Q2 2026, its #84 holding.
  • Zullo Investment Group first reported a position in Cummins in Q4 2021 and has held it in 16 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.