Conquis Financial’s Cummins CMI Stock Holding History

Conquis Financial’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
2025 Q1	–	Sell	-5	Closed	-$1.74K	–	94
2024 Q4	$1.74K	Buy	+5	New	+$1.76K	﹤0.01%	171

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Conquis Financial's CMI Position: Q1 2025 in Review

Conquis Financial sold out of Cummins (CMI) in Q1 2025, closing a stake of 5 shares — an estimated $1.74K sold.

Conquis Financial first reported a position in CMI in Q4 2024 and held it in 1 quarter. The position peaked at $1.74K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

Conquis Financial reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
Conquis Financial sold 5 Cummins shares in Q1 2025, an estimated $1.74K.
Conquis Financial first reported a position in Cummins in Q4 2024 and held it in 1 quarter.
Conquis Financial's Cummins position peaked at $1.74K in Q4 2024.
1,568 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Conquis Financial's 13F filing for Q1 2025, filed 9 May 2025.