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HWG Holdings’s Cummins CMI Stock Holding History

HWG Holdings’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
Q2 		– Sell
-12
Closed -$3.76K – 66
2025
Q1 		$3.76K Buy
+12
New +$4.23K ﹤0.01% 109
2024
Q3 		– Sell
-12
Closed -$3.32K – 64
2024
Q2 		$3.32K Buy
+12
New +$3.43K ﹤0.01% 99
2017
Q3 		– Sell
-483
Closed -$78K – 99
2017
Q2 		$78K Buy
+483
New +$75K 0.06% 37
2017
Q1 		– Sell
-11,566
Closed -$1.58M – 33
2016
Q4 		$1.58M Buy
+11,566
New +$1.55M 2.14% 10

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

HWG Holdings's CMI Position: Q2 2025 in Review

HWG Holdings sold out of Cummins (CMI) in Q2 2025, closing a stake of 12 shares — an estimated $3.76K sold.

HWG Holdings first reported a position in CMI in Q4 2016 and held it in 4 quarters. The position peaked at $1.58M in Q4 2016. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

  • HWG Holdings reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
  • HWG Holdings sold 12 Cummins shares in Q2 2025, an estimated $3.76K.
  • HWG Holdings first reported a position in Cummins in Q4 2016 and held it in 4 quarters.
  • HWG Holdings's Cummins position peaked at $1.58M in Q4 2016.
  • 1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.