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Crowley Wealth Management’s Cummins CMI Stock Holding History

Crowley Wealth Management’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
Q4 		– Sell
-2,715
Closed -$1.15M – 69
2025
Q3 		$1.15M Hold
2,715
– – 0.91% 22
2025
Q2 		$889K Sell
2,715
-35
-1% -$10.8K 0.81% 25
2025
Q1 		$862K Sell
2,750
-240
-8% -$84.5K 0.82% 26
2024
Q4 		$1.04M Buy
+2,990
New +$1.05M 0.92% 25

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crowley Wealth Management's CMI Position: Q4 2025 in Review

Crowley Wealth Management sold out of Cummins (CMI) in Q4 2025, closing a stake of 2,715 shares — an estimated $1.15M sold.

Crowley Wealth Management first reported a position in CMI in Q4 2024 and held it in 4 quarters. The position peaked at $1.15M in Q3 2025. 1,872 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

  • Crowley Wealth Management reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 2,715 Cummins shares in Q4 2025, an estimated $1.15M.
  • Crowley Wealth Management first reported a position in Cummins in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Cummins position peaked at $1.15M in Q3 2025.
  • 1,872 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.