HighTower Advisors’s Cummins CMI Stock Holding History

HighTower Advisors’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
2023 Q1	–	Sell	-5	Closed	-$2.55K	–	3456
2022 Q4	$2.55K	Buy	5 +2	+67%	+$476	﹤0.01%	3251
2022 Q3	$2K	Sell	3 -297	-99%	-$63.2K	﹤0.01%	3094
2022 Q2	$3K	Buy	+300	New	+$60K	﹤0.01%	3146
2019 Q4	–	Sell	-5,000	Closed	-$3K	–	2408
2019 Q3	$3K	Buy	+5,000	New	+$800K	﹤0.01%	2349

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HighTower Advisors's CMI Position: Q1 2026 in Review

HighTower Advisors reduced its Cummins (CMI) stake by 12% in Q1 2026, selling an estimated $27.3M and leaving 353,256 shares worth $190M. The position accounts for 0.2% of the portfolio, ranked #104.

HighTower Advisors first reported a position in CMI in Q2 2013 and has held it in 52 quarters since. The position peaked at $205M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

HighTower Advisors held 353,256 shares of Cummins worth $190M as of Q1 2026.
HighTower Advisors sold 48,168 Cummins shares in Q1 2026, an estimated $27.3M.
Cummins made up 0.2% of HighTower Advisors's portfolio in Q1 2026, its #104 holding.
HighTower Advisors first reported a position in Cummins in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Cummins position peaked at $205M in Q4 2025.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.