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Freestone Grove Partners’s Cummins CMI Stock Holding History

Freestone Grove Partners’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 		$34.7M Sell
64,581
-19,943
-24% -$11.3M 0.25% 141
2025
Q4 		$43.1M Sell
84,524
-19,848
-19% -$9.28M 0.31% 104
2025
Q3 		$44.1M Buy
+104,372
New +$40M 0.33% 106
2025
Q1 		– Sell
-75,820
Closed -$26.4M – 619
2024
Q4 		$26.4M Buy
+75,820
New +$26.6M 0.32% 106

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

Freestone Grove Partners's CMI Position: Q1 2026 in Review

Freestone Grove Partners reduced its Cummins (CMI) stake by 24% in Q1 2026, selling an estimated $11.3M and leaving 64,581 shares worth $34.7M. The position accounts for 0.25% of the portfolio, ranked #141.

Freestone Grove Partners first reported a position in CMI in Q4 2024 and has held it in 4 quarters since. The position peaked at $44.1M in Q3 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Freestone Grove Partners held 64,581 shares of Cummins worth $34.7M as of Q1 2026.
  • Freestone Grove Partners sold 19,943 Cummins shares in Q1 2026, an estimated $11.3M.
  • Cummins made up 0.25% of Freestone Grove Partners's portfolio in Q1 2026, its #141 holding.
  • Freestone Grove Partners first reported a position in Cummins in Q4 2024 and has held it in 4 quarters since.
  • Freestone Grove Partners's Cummins position peaked at $44.1M in Q3 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.