HCM
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Howard Capital Management’s Cummins CMI Stock Holding History

Howard Capital Management’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 		$246K Sell
458
-409
-47% -$231K ﹤0.01% 299
2025
Q4 		$443K Buy
867
+4
+0.5% +$1.87K 0.01% 329
2025
Q3 		$365K Buy
863
+24
+3% +$9.2K ﹤0.01% 347
2025
Q2 		$275K Buy
839
+71
+9% +$22K ﹤0.01% 363
2025
Q1 		$241K Sell
768
-117
-13% -$41.2K 0.01% 356
2024
Q4 		$309K Buy
885
+45
+5% +$15.8K ﹤0.01% 349
2024
Q3 		$272K Buy
+840
New +$249K ﹤0.01% 339

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

Howard Capital Management's CMI Position: Q1 2026 in Review

Howard Capital Management reduced its Cummins (CMI) stake by 47% in Q1 2026, selling an estimated $231K and leaving 458 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Howard Capital Management first reported a position in CMI in Q3 2024 and has held it in 7 quarters since. The position peaked at $443K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Howard Capital Management held 458 shares of Cummins worth $246K as of Q1 2026.
  • Howard Capital Management sold 409 Cummins shares in Q1 2026, an estimated $231K.
  • Cummins made up ﹤0.01% of Howard Capital Management's portfolio in Q1 2026, its #299 holding.
  • Howard Capital Management first reported a position in Cummins in Q3 2024 and has held it in 7 quarters since.
  • Howard Capital Management's Cummins position peaked at $443K in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.