Inscription Capital’s Cummins CMI Stock Holding History

Inscription 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	$1.48M	Sell	2,748 -250	-8%	-$141K	0.16%	112
2025 Q4	$1.53M	Sell	2,998 -471	-14%	-$220K	0.16%	102
2025 Q3	$1.46M	Buy	3,469 +2,210	+176%	+$847K	0.16%	98
2025 Q2	$412K	Buy	+1,259	New	+$390K	0.06%	269
2024 Q3	$268K	Buy	+827	New	+$245K	0.04%	297
2022 Q3	–	Sell	-6,900	Closed	-$1.33M	–	210
2022 Q2	$1.33M	Buy	+6,900	New	+$1.38M	0.24%	79
2021 Q3	–	Sell	-6,410	Closed	-$1.56M	–	240
2021 Q2	$1.56M	Buy	+6,410	New	+$1.64M	0.18%	103
2020 Q1	–	Sell	-1,370	Closed	-$245K	–	133
2019 Q4	$245K	Buy	+1,370	New	+$241K	0.11%	130
2019 Q1	–	Sell	-173	Closed	-$23K	–	261
2018 Q4	$23K	Buy	+173	New	+$24.4K	0.01%	239

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

Inscription Capital's CMI Position: Q1 2026 in Review

Inscription Capital reduced its Cummins (CMI) stake by 8.3% in Q1 2026, selling an estimated $141K and leaving 2,748 shares worth $1.48M. The position accounts for 0.16% of the portfolio, ranked #112.

Inscription Capital first reported a position in CMI in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.56M in Q2 2021. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Inscription Capital held 2,748 shares of Cummins worth $1.48M as of Q1 2026.
Inscription Capital sold 250 Cummins shares in Q1 2026, an estimated $141K.
Cummins made up 0.16% of Inscription Capital's portfolio in Q1 2026, its #112 holding.
Inscription Capital first reported a position in Cummins in Q4 2018 and has held it in 9 quarters since.
Inscription Capital's Cummins position peaked at $1.56M in Q2 2021.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.