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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
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 $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

Crestwood Advisors Group's CMI Position: Q1 2026 in Review

Crestwood Advisors Group increased its Cummins (CMI) stake by 6.8% in Q1 2026, buying an estimated $110K and bringing the position to 3,049 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #245.

Crestwood Advisors Group first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Crestwood Advisors Group held 3,049 shares of Cummins worth $1.64M as of Q1 2026.
  • Crestwood Advisors Group bought 195 Cummins shares in Q1 2026, an estimated $110K.
  • Cummins made up 0.03% of Crestwood Advisors Group's portfolio in Q1 2026, its #245 holding.
  • Crestwood Advisors Group first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.