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ICW Investment Advisors’s Cummins CMI Stock Holding History

ICW Investment 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
2026
Q1 		$421K Buy
783
+60
+8% +$34K 0.15% 125
2025
Q4 		$369K Buy
723
+18
+3% +$8.41K 0.13% 127
2025
Q3 		$298K Buy
705
+17
+2% +$6.52K 0.11% 136
2025
Q2 		$225K Buy
+688
New +$213K 0.09% 138

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

ICW Investment Advisors's CMI Position: Q1 2026 in Review

ICW Investment Advisors increased its Cummins (CMI) stake by 8.3% in Q1 2026, buying an estimated $34K and bringing the position to 783 shares worth $421K. The position accounts for 0.15% of the portfolio, ranked #125.

ICW Investment Advisors first reported a position in CMI in Q2 2025 and has held it in 4 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • ICW Investment Advisors held 783 shares of Cummins worth $421K as of Q1 2026.
  • ICW Investment Advisors bought 60 Cummins shares in Q1 2026, an estimated $34K.
  • Cummins made up 0.15% of ICW Investment Advisors's portfolio in Q1 2026, its #125 holding.
  • ICW Investment Advisors first reported a position in Cummins in Q2 2025 and has held it in 4 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.