EWM
CMI icon

Evercore Wealth Management’s Cummins CMI Stock Holding History

Evercore 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
2026
Q1 		$628K Hold
1,168
– – 0.01% 254
2025
Q4 		$596K Sell
1,168
-13
-1% -$6.08K 0.01% 263
2025
Q3 		$499K Sell
1,181
-53
-4% -$20.3K 0.01% 292
2025
Q2 		$404K Hold
1,234
– – 0.01% 305
2025
Q1 		$387K Hold
1,234
– – 0.01% 308
2024
Q4 		$430K Hold
1,234
– – 0.01% 298
2024
Q3 		$400K Sell
1,234
-150
-11% -$44.4K 0.01% 301
2024
Q2 		$383K Hold
1,384
– – 0.01% 308
2024
Q1 		$408K Sell
1,384
-14
-1% -$3.61K 0.01% 305
2023
Q4 		$335K Buy
1,398
+20
+1% +$4.55K 0.01% 325
2023
Q3 		$315K Hold
1,378
– – 0.01% 311
2023
Q2 		$338K Sell
1,378
-100
-7% -$22.6K 0.01% 316
2023
Q1 		$353K Sell
1,478
-48
-3% -$11.7K 0.01% 304
2022
Q4 		$370K Buy
1,526
+124
+9% +$29.5K 0.01% 301
2022
Q3 		$285K Sell
1,402
-981
-41% -$209K 0.01% 322
2022
Q2 		$461K Sell
2,383
-13
-0.5% -$2.6K 0.01% 264
2022
Q1 		$491K Buy
2,396
+979
+69% +$212K 0.01% 284
2021
Q4 		$309K Hold
1,417
– – 0.01% 353
2021
Q3 		$318K Hold
1,417
– – 0.01% 353
2021
Q2 		$345K Sell
1,417
-5,004
-78% -$1.28M 0.01% 342
2021
Q1 		$1.66M Sell
6,421
-1,397
-18% -$349K 0.03% 184
2020
Q4 		$1.77M Buy
7,818
+5,010
+178% +$1.13M 0.04% 167
2020
Q3 		$593K Buy
2,808
+13
+0.5% +$2.59K 0.01% 246
2020
Q2 		$484K Buy
2,795
+71
+3% +$11.3K 0.01% 263
2020
Q1 		$369K Sell
2,724
-88
-3% -$13.7K 0.01% 271
2019
Q4 		$503K Buy
2,812
+641
+30% +$113K 0.01% 278
2019
Q3 		$353K Buy
2,171
+167
+8% +$26.7K 0.01% 310
2019
Q2 		$343K Sell
2,004
-222
-10% -$36.3K 0.01% 323
2019
Q1 		$351K Sell
2,226
-225
-9% -$33.8K 0.01% 311
2018
Q4 		$328K Sell
2,451
-28
-1% -$3.95K 0.01% 295
2018
Q3 		$362K Hold
2,479
– – 0.01% 317
2018
Q2 		$330K Hold
2,479
– – 0.01% 313
2018
Q1 		$402K Sell
2,479
-22
-0.9% -$3.78K 0.02% 268
2017
Q4 		$442K Sell
2,501
-250
-9% -$42.8K 0.02% 266
2017
Q3 		$462K Buy
2,751
+49
+2% +$7.93K 0.02% 263
2017
Q2 		$438K Hold
2,702
– – 0.02% 271
2017
Q1 		$409K Buy
2,702
+159
+6% +$23.5K 0.02% 281
2016
Q4 		$348K Sell
2,543
-103
-4% -$13.8K 0.01% 288
2016
Q3 		$339K Hold
2,646
– – 0.01% 296
2016
Q2 		$298K Sell
2,646
-95
-3% -$10.8K 0.01% 300
2016
Q1 		$301K Sell
2,741
-40
-1% -$3.87K 0.01% 300
2015
Q4 		$244K Buy
2,781
+326
+13% +$32.6K 0.01% 339
2015
Q3 		$266K Hold
2,455
– – 0.01% 344
2015
Q2 		$321K Sell
2,455
-692
-22% -$95.2K 0.01% 341
2015
Q1 		$437K Buy
3,147
+321
+11% +$45.2K 0.02% 296
2014
Q4 		$406K Buy
2,826
+95
+3% +$13.4K 0.02% 270
2014
Q3 		$361K Hold
2,731
– – 0.02% 310
2014
Q2 		$422K Sell
2,731
-2,050
-43% -$310K 0.02% 292
2014
Q1 		$711K Buy
4,781
+181
+4% +$25.2K 0.04% 213
2013
Q4 		$648K Sell
4,600
-34,911
-88% -$4.63M 0.04% 231
2013
Q3 		$5.25M Sell
39,511
-6,729
-15% -$831K 0.3% 90
2013
Q2 		$5.01M Buy
+46,240
New +$5.25M 0.28% 95

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

Evercore Wealth Management's CMI Position: Q1 2026 in Review

Evercore Wealth Management held its Cummins (CMI) position steady in Q1 2026 at 1,168 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #254.

Evercore Wealth Management first reported a position in CMI in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.25M in Q3 2013. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Evercore Wealth Management held 1,168 shares of Cummins worth $628K as of Q1 2026.
  • Evercore Wealth Management left its Cummins share count unchanged in Q1 2026.
  • Cummins made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #254 holding.
  • Evercore Wealth Management first reported a position in Cummins in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Cummins position peaked at $5.25M in Q3 2013.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.