Douglass Winthrop Advisors’s Cummins CMI Stock Holding History

Douglass Winthrop 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
2026 Q2	$855K	Sell	1,199 -43	-3%	-$28.3K	0.01%	182
2026 Q1	$668K	Buy	1,242 +50	+4%	+$28.3K	0.01%	187
2025 Q4	$608K	Hold	1,192	–	–	0.01%	196
2025 Q3	$503K	Buy	1,192 +42	+4%	+$16.1K	0.01%	210
2025 Q2	$377K	Hold	1,150	–	–	0.01%	219
2025 Q1	$360K	Hold	1,150	–	–	0.01%	222
2024 Q4	$401K	Hold	1,150	–	–	0.01%	221
2024 Q3	$372K	Hold	1,150	–	–	0.01%	221
2024 Q2	$318K	Hold	1,150	–	–	0.01%	224
2024 Q1	$339K	Hold	1,150	–	–	0.01%	222
2023 Q4	$275K	Hold	1,150	–	–	0.01%	221
2023 Q3	$263K	Hold	1,150	–	–	0.01%	210
2023 Q2	$282K	Hold	1,150	–	–	0.01%	210
2023 Q1	$275K	Hold	1,150	–	–	0.01%	213
2022 Q4	$279K	Hold	1,150	–	–	0.01%	210
2022 Q3	$234K	Hold	1,150	–	–	0.01%	216
2022 Q2	$223K	Hold	1,150	–	–	0.01%	238
2022 Q1	$236K	Sell	1,150 -150	-12%	-$32.4K	0.01%	243
2021 Q4	$284K	Hold	1,300	–	–	0.01%	239
2021 Q3	$292K	Sell	1,300 -166	-11%	-$38.9K	0.01%	236
2021 Q2	$357K	Buy	1,466 +316	+27%	+$80.8K	0.01%	227
2021 Q1	$298K	Buy	+1,150	New	+$287K	0.01%	233

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Douglass Winthrop Advisors's CMI Position: Q2 2026 in Review

Douglass Winthrop Advisors reduced its Cummins (CMI) stake by 3.5% in Q2 2026, selling an estimated $28.3K and leaving 1,199 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #182.

Douglass Winthrop Advisors first reported a position in CMI in Q1 2021 and has held it in 22 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Douglass Winthrop Advisors held 1,199 shares of Cummins worth $855K as of Q2 2026.
Douglass Winthrop Advisors sold 43 Cummins shares in Q2 2026, an estimated $28.3K.
Cummins made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #182 holding.
Douglass Winthrop Advisors first reported a position in Cummins in Q1 2021 and has held it in 22 quarters since.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.