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 Q2	–	Sell	-64,581	Closed	-$34.7M	–	1073
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 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

Freestone Grove Partners's CMI Position: Q2 2026 in Review

Freestone Grove Partners sold out of Cummins (CMI) in Q2 2026, closing a stake of 64,581 shares — an estimated $34.7M sold.

Freestone Grove Partners first reported a position in CMI in Q4 2024 and held it in 4 quarters. The position peaked at $44.1M in Q3 2025. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Freestone Grove Partners reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
Freestone Grove Partners sold 64,581 Cummins shares in Q2 2026, an estimated $34.7M.
Freestone Grove Partners first reported a position in Cummins in Q4 2024 and held it in 4 quarters.
Freestone Grove Partners's Cummins position peaked at $44.1M in Q3 2025.
2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.