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Equitable Holdings’s Cummins CMI Stock Holding History

Equitable Holdings’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 		$2.41M Buy
4,628
+2,551
+123% +$1.44M 0.02% 656
2025
Q4 		$1.06M Buy
2,077
+79
+4% +$36.9K 0.01% 836
2025
Q3 		$844K Buy
1,998
+274
+16% +$105K 0.01% 882
2025
Q2 		$565K Sell
1,724
-18
-1% -$5.57K ﹤0.01% 967
2025
Q1 		$546K Buy
1,742
+197
+13% +$69.4K 0.01% 891
2024
Q4 		$539K Sell
1,545
-13
-0.8% -$4.57K 0.01% 852
2024
Q3 		$504K Buy
1,558
+143
+10% +$42.4K ﹤0.01% 859
2024
Q2 		$392K Sell
1,415
-143
-9% -$40.9K ﹤0.01% 911
2024
Q1 		$459K Sell
1,558
-475
-23% -$122K 0.01% 828
2023
Q4 		$487K Buy
2,033
+150
+8% +$34.1K 0.01% 785
2023
Q3 		$430K Buy
1,883
+22
+1% +$5.31K 0.01% 770
2023
Q2 		$456K Sell
1,861
-3
-0.2% -$679 0.01% 729
2023
Q1 		$445K Buy
1,864
+24
+1% +$5.86K 0.01% 677
2022
Q4 		$446K Buy
1,840
+225
+14% +$53.5K 0.01% 646
2022
Q3 		$329K Buy
1,615
+195
+14% +$41.5K 0.01% 664
2022
Q2 		$275K Hold
1,420
– – 0.01% 722
2022
Q1 		$291K Sell
1,420
-230
-14% -$49.7K ﹤0.01% 723
2021
Q4 		$360K Buy
1,650
+50
+3% +$11.4K 0.01% 655
2021
Q3 		$359K Buy
1,600
+335
+26% +$78.5K 0.01% 618
2021
Q2 		$308K Hold
1,265
– – 0.01% 668
2021
Q1 		$328K Hold
1,265
– – 0.01% 602
2020
Q4 		$287K Buy
1,265
+45
+4% +$10.1K 0.01% 572
2020
Q3 		$258K Sell
1,220
-103
-8% -$20.5K 0.01% 541
2020
Q2 		$229K Buy
+1,323
New +$211K 0.01% 562
2020
Q1 		– Sell
-1,369
Closed -$245K – 585
2019
Q4 		$245K Buy
+1,369
New +$241K 0.01% 537

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

Equitable Holdings's CMI Position: Q1 2026 in Review

Equitable Holdings increased its Cummins (CMI) stake by 123% in Q1 2026, buying an estimated $1.44M and bringing the position to 4,628 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #656.

Equitable Holdings first reported a position in CMI in Q4 2019 and has held it in 25 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Equitable Holdings held 4,628 shares of Cummins worth $2.41M as of Q1 2026.
  • Equitable Holdings bought 2,551 Cummins shares in Q1 2026, an estimated $1.44M.
  • Cummins made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #656 holding.
  • Equitable Holdings first reported a position in Cummins in Q4 2019 and has held it in 25 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.