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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Douglass Winthrop Advisors's CMI Position: Q1 2026 in Review

Douglass Winthrop Advisors increased its Cummins (CMI) stake by 4.2% in Q1 2026, buying an estimated $28.3K and bringing the position to 1,242 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #187.

Douglass Winthrop Advisors first reported a position in CMI in Q1 2021 and has held it in 21 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Douglass Winthrop Advisors held 1,242 shares of Cummins worth $668K as of Q1 2026.
Douglass Winthrop Advisors bought 50 Cummins shares in Q1 2026, an estimated $28.3K.
Cummins made up 0.01% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #187 holding.
Douglass Winthrop Advisors first reported a position in Cummins in Q1 2021 and has held it in 21 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.