Court Place Advisors’s Cummins CMI Stock Holding History

Court Place Advisors’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 Q3	$567K	Hold	1,343	–	–	0.17%	90
2025 Q2	$440K	Buy	1,343 +81	+6%	+$25.1K	0.14%	105
2025 Q1	$396K	Buy	1,262 +9	+0.7%	+$3.17K	0.13%	103
2024 Q4	$437K	Hold	1,253	–	–	0.14%	103
2024 Q3	$406K	Hold	1,253	–	–	0.12%	115
2024 Q2	$347K	Hold	1,253	–	–	0.11%	121
2024 Q1	$369K	Hold	1,253	–	–	0.12%	113
2023 Q4	$300K	Hold	1,253	–	–	0.1%	130
2023 Q3	$286K	Buy	1,253 +150	+14%	+$36.2K	0.1%	130
2023 Q2	$270K	Buy	1,103 +150	+16%	+$34K	0.09%	137
2023 Q1	$228K	Hold	953	–	–	0.08%	148
2022 Q4	$231K	Buy	+953	New	+$227K	0.08%	152
2022 Q1	–	Sell	-953	Closed	-$208K	–	177
2021 Q4	$208K	Hold	953	–	–	0.06%	178
2021 Q3	$214K	Hold	953	–	–	0.06%	170
2021 Q2	$232K	Hold	953	–	–	0.07%	172
2021 Q1	$247K	Hold	953	–	–	0.08%	162
2020 Q4	$216K	Hold	953	–	–	0.07%	161
2020 Q3	$201K	Buy	+953	New	+$190K	0.08%	160
2020 Q1	–	Sell	-1,353	Closed	-$242K	–	160
2019 Q4	$242K	Hold	1,353	–	–	0.09%	160
2019 Q3	$220K	Hold	1,353	–	–	0.09%	165
2019 Q2	$232K	Hold	1,353	–	–	0.09%	161
2019 Q1	$214K	Buy	+1,353	New	+$203K	0.09%	168

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Court Place Advisors's CMI Position: Q3 2025 in Review

Court Place Advisors held its Cummins (CMI) position steady in Q3 2025 at 1,343 shares worth $567K. The position accounts for 0.17% of the portfolio, ranked #90.

Court Place Advisors first reported a position in CMI in Q1 2019 and has held it in 22 quarters since. 1,683 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

Court Place Advisors held 1,343 shares of Cummins worth $567K as of Q3 2025.
Court Place Advisors left its Cummins share count unchanged in Q3 2025.
Cummins made up 0.17% of Court Place Advisors's portfolio in Q3 2025, its #90 holding.
Court Place Advisors first reported a position in Cummins in Q1 2019 and has held it in 22 quarters since.
1,683 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.