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Crestwood Advisors Group’s Cummins CMI Stock Holding History

Crestwood Advisors 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 		$2.29M Buy
3,208
+159
+5% +$105K 0.03% 230
2026
Q1 		$1.64M Buy
3,049
+195
+7% +$110K 0.03% 245
2025
Q4 		$1.46M Buy
2,854
+315
+12% +$147K 0.02% 242
2025
Q3 		$1.07M Buy
2,539
+208
+9% +$79.7K 0.02% 282
2025
Q2 		$763K Buy
2,331
+307
+15% +$95K 0.01% 300
2025
Q1 		$635K Buy
2,024
+94
+5% +$33.1K 0.01% 315
2024
Q4 		$673K Buy
1,930
+125
+7% +$43.9K 0.01% 273
2024
Q3 		$584K Buy
1,805
+95
+6% +$28.1K 0.01% 279
2024
Q2 		$473K Buy
1,710
+7
+0.4% +$2K 0.01% 284
2024
Q1 		$502K Sell
1,703
-115
-6% -$29.6K 0.01% 278
2023
Q4 		$435K Buy
+1,818
New +$413K 0.01% 276

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 $3.38T AUM 44.17% 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

Crestwood Advisors Group's CMI Position: Q2 2026 in Review

Crestwood Advisors Group increased its Cummins (CMI) stake by 5.2% in Q2 2026, buying an estimated $105K and bringing the position to 3,208 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #230.

Crestwood Advisors Group first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Crestwood Advisors Group held 3,208 shares of Cummins worth $2.29M as of Q2 2026.
  • Crestwood Advisors Group bought 159 Cummins shares in Q2 2026, an estimated $105K.
  • Cummins made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #230 holding.
  • Crestwood Advisors Group first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.