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Callan Family Office’s Cummins CMI Stock Holding History

Callan Family Office’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
Q1 		$2.75M Sell
5,105
-31
-0.6% -$17.5K 0.06% 289
2025
Q4 		$2.62M Buy
5,136
+2,830
+123% +$1.32M 0.06% 300
2025
Q3 		$974K Sell
2,306
-279
-11% -$107K 0.03% 380
2025
Q2 		$847K Buy
2,585
+1,346
+109% +$417K 0.03% 439
2025
Q1 		$388K Sell
1,239
-89
-7% -$31.4K 0.03% 378
2024
Q4 		$463K Buy
+1,328
New +$467K 0.03% 383

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Callan Family Office's CMI Position: Q1 2026 in Review

Callan Family Office reduced its Cummins (CMI) stake by 0.6% in Q1 2026, selling an estimated $17.5K and leaving 5,105 shares worth $2.75M. The position accounts for 0.06% of the portfolio, ranked #289.

Callan Family Office first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Callan Family Office held 5,105 shares of Cummins worth $2.75M as of Q1 2026.
  • Callan Family Office sold 31 Cummins shares in Q1 2026, an estimated $17.5K.
  • Cummins made up 0.06% of Callan Family Office's portfolio in Q1 2026, its #289 holding.
  • Callan Family Office first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.