Ferguson Wellman Capital Management’s Cummins CMI Stock Holding History

Ferguson Wellman Capital 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 Q2	$71M	Buy	+99,511	New	+$65.6M	0.87%	32
2025 Q2	–	Sell	-659	Closed	-$207K	–	345
2025 Q1	$207K	Buy	+659	New	+$232K	﹤0.01%	351
2019 Q3	–	Sell	-2,636	Closed	-$452K	–	345
2019 Q2	$452K	Sell	2,636 -500	-16%	-$81.9K	0.02%	259
2019 Q1	$495K	Hold	3,136	–	–	0.02%	248
2018 Q4	$419K	Hold	3,136	–	–	0.02%	265
2018 Q3	$458K	Hold	3,136	–	–	0.02%	247
2018 Q2	$417K	Sell	3,136 -5	-0.2%	-$748	0.01%	256
2018 Q1	$509K	Sell	3,141 -1,576	-33%	-$271K	0.02%	244
2017 Q4	$833K	Buy	4,717 +81	+2%	+$13.9K	0.03%	206
2017 Q3	$779K	Hold	4,636	–	–	0.03%	200
2017 Q2	$752K	Sell	4,636 -600	-11%	-$93.1K	0.03%	201
2017 Q1	$792K	Buy	5,236 +400	+8%	+$59.2K	0.03%	200
2016 Q4	$661K	Buy	4,836 +316	+7%	+$42.3K	0.03%	208
2016 Q3	$579K	Hold	4,520	–	–	0.02%	200
2016 Q2	$508K	Buy	+4,520	New	+$512K	0.02%	216
2015 Q1	–	Sell	-2,045	Closed	-$295K	–	324
2014 Q4	$295K	Hold	2,045	–	–	0.01%	286
2014 Q3	$270K	Hold	2,045	–	–	0.01%	285
2014 Q2	$316K	Buy	+2,045	New	+$309K	0.01%	278

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

Ferguson Wellman Capital Management's CMI Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in Cummins (CMI) in Q2 2026: 99,511 shares worth $71M. The stake represents 0.87% of the portfolio and ranks #32 among its holdings. This is a return to the name: Ferguson Wellman Capital Management previously reported a position in CMI as recently as Q1 2025.

Ferguson Wellman Capital Management first reported a position in CMI in Q2 2014 and has held it in 18 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Ferguson Wellman Capital Management held 99,511 shares of Cummins worth $71M as of Q2 2026.
Cummins was a new Ferguson Wellman Capital Management position in Q2 2026.
Cummins made up 0.87% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #32 holding.
Ferguson Wellman Capital Management first reported a position in Cummins in Q2 2014 and has held it in 18 quarters since.
2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.