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Gilbert & Cook’s Cummins CMI Stock Holding History

Gilbert & Cook’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 		$987K Sell
1,834
-22
-1% -$12.4K 0.13% 77
2025
Q4 		$947K Buy
1,856
+19
+1% +$8.88K 0.12% 88
2025
Q3 		$776K Buy
1,837
+24
+1% +$9.2K 0.1% 96
2025
Q2 		$594K Buy
1,813
+39
+2% +$12.1K 0.08% 120
2025
Q1 		$556K Buy
+1,774
New +$625K 0.08% 124

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

Gilbert & Cook's CMI Position: Q1 2026 in Review

Gilbert & Cook reduced its Cummins (CMI) stake by 1.2% in Q1 2026, selling an estimated $12.4K and leaving 1,834 shares worth $987K. The position accounts for 0.13% of the portfolio, ranked #77.

Gilbert & Cook first reported a position in CMI in Q1 2025 and has held it in 5 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Gilbert & Cook held 1,834 shares of Cummins worth $987K as of Q1 2026.
  • Gilbert & Cook sold 22 Cummins shares in Q1 2026, an estimated $12.4K.
  • Cummins made up 0.13% of Gilbert & Cook's portfolio in Q1 2026, its #77 holding.
  • Gilbert & Cook first reported a position in Cummins in Q1 2025 and has held it in 5 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.