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Garde Capital’s Cummins CMI Stock Holding History

Garde Capital’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
-360
Closed -$118K – 358
2025
Q2 		$118K Hold
360
– – 0.01% 268
2025
Q1 		$113K Sell
360
-17
-5% -$5.99K 0.01% 264
2024
Q4 		$131K Hold
377
– – 0.01% 251
2024
Q3 		$122K Hold
377
– – 0.01% 246
2024
Q2 		$104K Hold
377
– – 0.01% 260
2024
Q1 		$111K Buy
+377
New +$97.2K 0.01% 272
2021
Q2 		– Sell
-478
Closed -$124K – 276
2021
Q1 		$124K Buy
+478
New +$119K 0.01% 230

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Garde Capital's CMI Position: Q3 2025 in Review

Garde Capital sold out of Cummins (CMI) in Q3 2025, closing a stake of 360 shares — an estimated $118K sold.

Garde Capital first reported a position in CMI in Q1 2021 and held it in 7 quarters. The position peaked at $131K in Q4 2024. 1,684 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

  • Garde Capital reported no remaining Cummins position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 360 Cummins shares in Q3 2025, an estimated $118K.
  • Garde Capital first reported a position in Cummins in Q1 2021 and held it in 7 quarters.
  • Garde Capital's Cummins position peaked at $131K in Q4 2024.
  • 1,684 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.