Cummins (CMI)Raiffeisen Bank International AG added to its stake +17K shares

47K

Shares reported · +17K vs prior quarter

0.38%

Disclosed portfolio weight

$32.4M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 3, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Dec 15, 2025Federal contract · $29.5M obligatedDepartment of Defense awarded Cummins: $29.5M obligated to date
2. Dec 18, 2025Federal contract · $9.9M obligatedDepartment of Defense awarded Cummins: $9.9M obligated to date
3. Jan 29, 2026Federal contract · $17.2M obligatedDepartment of Defense awarded Cummins: $17.2M obligated to date
4. Jan 29, 2026Federal contract · $934K obligatedDepartment of Defense awarded Cummins: $934K obligated to date
5. Apr 23, 2026Federal contract · $30.8M obligatedDepartment of Defense awarded Cummins: $30.8M obligated to date
6. May 21, 2026Federal contract · $33.6M obligatedDepartment of Defense awarded Cummins: $33.6M obligated to date
7. Jun 30, 2026Federal contract · $477K obligatedDepartment of Defense awarded Cummins: $477K obligated to date

What came next

1. Aug 4, 2026Company filing · Form 8-K · ResultsReported its results
2. Aug 7, 20265% stakeSTATE STREET CORPORATION reported a passive stake (13G) of 5.0%
3. Aug 24, 2026InsiderOfficer sold ~$399K of CMI shares in the open market
4. Sep 28, 2026FDA · NHTSA campaign 26E066000Vehicle recall of 39,052 units: fuel system, diesel, delivery, hoses, lines/piping, and fittings

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Cummins

For Cummins, OQRO holds 2 insider filings (SEC Form 4 or Form 144), 40 fund holdings reports (13F) and 7 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its CMI page.

How this filing works

• SEC Form 13F

Other disclosures at Cummins

• SEC Form 144Sep 3, 2026
• USAspending.gov award recordAug 27, 2026
• USAspending.gov award recordAug 27, 2026
• USAspending.gov award recordAug 27, 2026
• USAspending.gov award recordAug 27, 2026
• USAspending.gov award recordAug 27, 2026

Everything OQRO holds on this company is on its CMI page.