FIM
CMI icon

Freedom Investment Management’s Cummins CMI Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-1,472
Closed -$482K – 267
2025
Q2 		$482K Sell
1,472
-67
-4% -$20.7K 0.04% 454
2025
Q1 		$482K Buy
1,539
+58
+4% +$20.4K 0.04% 436
2024
Q4 		$516K Sell
1,481
-2,182
-60% -$767K 0.04% 423
2024
Q3 		$1.19M Buy
3,663
+2,938
+405% +$870K 0.09% 202
2024
Q2 		$201K Buy
+725
New +$207K 0.02% 724
2023
Q3 		– Sell
-981
Closed -$241K – 692
2023
Q2 		$241K Sell
981
-24
-2% -$5.43K 0.03% 610
2023
Q1 		$240K Sell
1,005
-81
-7% -$19.8K 0.03% 609
2022
Q4 		$263K Sell
1,086
-67
-6% -$15.9K 0.03% 606
2022
Q3 		$235K Sell
1,153
-684
-37% -$146K 0.03% 621
2022
Q2 		$355K Sell
1,837
-68
-4% -$13.6K 0.04% 552
2022
Q1 		$391K Sell
1,905
-3,707
-66% -$802K 0.04% 547
2021
Q4 		$1.22M Sell
5,612
-495
-8% -$113K 0.09% 286
2021
Q3 		$1.37M Buy
6,107
+1,523
+33% +$357K 0.1% 254
2021
Q2 		$1.12M Sell
4,584
-5
-0.1% -$1.28K 0.08% 295
2021
Q1 		$1.19M Buy
4,589
+1,099
+31% +$275K 0.09% 258
2020
Q4 		$793K Sell
3,490
-1,116
-24% -$251K 0.09% 227
2020
Q3 		$973K Sell
4,606
-321
-7% -$64K 0.11% 181
2020
Q2 		$854K Sell
4,927
-609
-11% -$97.3K 0.09% 187
2020
Q1 		$890K Sell
5,536
-1,204
-18% -$188K 0.08% 210
2019
Q4 		$1.21M Sell
6,740
-456
-6% -$80.3K 0.11% 186
2019
Q3 		$1.17M Sell
7,196
-2,035
-22% -$326K 0.1% 187
2019
Q2 		$1.58M Sell
9,231
-376
-4% -$61.6K 0.13% 156
2019
Q1 		$1.52M Sell
9,607
-11,264
-54% -$1.69M 0.12% 182
2018
Q4 		$2.79M Sell
20,871
-15,850
-43% -$2.24M 0.22% 73
2018
Q3 		$5.14M Buy
36,721
+1,825
+5% +$257K 0.32% 39
2018
Q2 		$4.64M Sell
34,896
-886
-2% -$133K 0.28% 41
2018
Q1 		$5.8M Buy
35,782
+6,588
+23% +$1.13M 0.3% 39
2017
Q4 		$5.16M Buy
29,194
+1,857
+7% +$318K 0.26% 38
2017
Q3 		$4.59M Buy
27,337
+3,836
+16% +$621K 0.25% 39
2017
Q2 		$3.81M Buy
23,501
+5,432
+30% +$843K 0.22% 50
2017
Q1 		$2.73M Buy
18,069
+3,718
+26% +$550K 0.16% 80
2016
Q4 		$1.96M Buy
14,351
+7,267
+103% +$973K 0.12% 102
2016
Q3 		$908K Sell
7,084
-1,013
-13% -$123K 0.06% 266
2016
Q2 		$910K Buy
8,097
+3,086
+62% +$350K 0.06% 240
2016
Q1 		$551K Sell
5,011
-7,169
-59% -$693K 0.04% 370
2015
Q4 		$1.07M Buy
12,180
+4
+0% +$400 0.08% 204
2015
Q3 		$21K Sell
12,176
-3,535
-23% -$437K ﹤0.01% 681
2015
Q2 		$2.06M Sell
15,711
-170
-1% -$23.4K 0.21% 70
2015
Q1 		$2.2M Buy
15,881
+2,128
+15% +$300K 0.24% 56
2014
Q4 		$1.98M Buy
13,753
+2,162
+19% +$306K 0.26% 57
2014
Q3 		$1.53M Buy
11,591
+1,831
+19% +$264K 0.27% 55
2014
Q2 		$1.51M Buy
9,760
+2,450
+34% +$371K 0.25% 55
2014
Q1 		$1.09M Buy
7,310
+2,012
+38% +$280K 0.23% 65
2013
Q4 		$747K Buy
5,298
+883
+20% +$117K 0.19% 89
2013
Q3 		$587K Buy
4,415
+695
+19% +$85.8K 0.17% 99
2013
Q2 		$403K Buy
+3,720
New +$422K 0.14% 130

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freedom Investment Management's CMI Position: Q3 2025 in Review

Freedom Investment Management sold out of Cummins (CMI) in Q3 2025, closing a stake of 1,472 shares — an estimated $482K sold.

Freedom Investment Management first reported a position in CMI in Q2 2013 and held it in 46 quarters. The position peaked at $5.8M in Q1 2018. 1,682 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

  • Freedom Investment Management reported no remaining Cummins position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,472 Cummins shares in Q3 2025, an estimated $482K.
  • Freedom Investment Management first reported a position in Cummins in Q2 2013 and held it in 46 quarters.
  • Freedom Investment Management's Cummins position peaked at $5.8M in Q1 2018.
  • 1,682 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.