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Gould Capital’s Cummins CMI Stock Holding History

Gould 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
2026
Q1 		$35K Sell
65
-5
-7% -$2.83K 0.02% 101
2025
Q4 		$35.7K Hold
70
– – 0.02% 97
2025
Q3 		$29.6K Hold
70
– – 0.02% 104
2025
Q2 		$22.9K Hold
70
– – 0.02% 113
2025
Q1 		$21.9K Sell
70
-11
-14% -$3.88K 0.02% 111
2024
Q4 		$28.2K Hold
81
– – 0.02% 105
2024
Q3 		$26.2K Hold
81
– – 0.02% 115
2024
Q2 		$22.4K Sell
81
-4
-5% -$1.14K 0.02% 120
2024
Q1 		$25K Buy
85
+1
+1% +$258 0.02% 111
2023
Q4 		$20.1K Buy
84
+7
+9% +$1.59K 0.01% 126
2023
Q3 		$17.4K Hold
77
– – 0.01% 120
2023
Q2 		$18.9K Hold
77
– – 0.01% 123
2023
Q1 		$18.4K Sell
77
-2
-3% -$488 0.01% 127
2022
Q4 		$19.1K Sell
79
-4
-5% -$951 0.02% 118
2022
Q3 		$17K Hold
83
– – 0.01% 114
2022
Q2 		$16K Buy
83
+3
+4% +$600 0.01% 123
2022
Q1 		$16K Buy
80
+15
+23% +$3.24K 0.01% 131
2021
Q4 		$14K Buy
+65
New +$14.8K 0.01% 147

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

Gould Capital's CMI Position: Q1 2026 in Review

Gould Capital reduced its Cummins (CMI) stake by 7.1% in Q1 2026, selling an estimated $2.83K and leaving 65 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #101.

Gould Capital first reported a position in CMI in Q4 2021 and has held it in 18 quarters since. The position peaked at $35.7K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Gould Capital held 65 shares of Cummins worth $35K as of Q1 2026.
  • Gould Capital sold 5 Cummins shares in Q1 2026, an estimated $2.83K.
  • Cummins made up 0.02% of Gould Capital's portfolio in Q1 2026, its #101 holding.
  • Gould Capital first reported a position in Cummins in Q4 2021 and has held it in 18 quarters since.
  • Gould Capital's Cummins position peaked at $35.7K in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.