KCM
CMI icon

Kanawha Capital Management’s Cummins CMI Stock Holding History

Kanawha 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 		$384K Sell
715
-9
-1% -$5.09K 0.03% 171
2025
Q4 		$370K Buy
724
+3
+0.4% +$1.4K 0.03% 174
2025
Q3 		$305K Hold
721
– – 0.02% 184
2025
Q2 		$236K Hold
721
– – 0.02% 203
2025
Q1 		$226K Sell
721
-9
-1% -$3.17K 0.02% 203
2024
Q4 		$255K Sell
730
-100
-12% -$35.1K 0.02% 191
2024
Q3 		$269K Sell
830
-23
-3% -$6.81K 0.02% 202
2024
Q2 		$236K Buy
853
+3
+0.4% +$857 0.02% 215
2024
Q1 		$250K Buy
850
+1
+0.1% +$258 0.02% 198
2023
Q4 		$203K Buy
+849
New +$193K 0.02% 201
2021
Q1 		– Sell
-1,018
Closed -$231K – 205
2020
Q4 		$231K Buy
1,018
+3
+0.3% +$674 0.02% 189
2020
Q3 		$214K Buy
+1,015
New +$202K 0.02% 186

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

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

Kanawha Capital Management reduced its Cummins (CMI) stake by 1.2% in Q1 2026, selling an estimated $5.09K and leaving 715 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #171.

Kanawha Capital Management first reported a position in CMI in Q3 2020 and has held it in 12 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Kanawha Capital Management held 715 shares of Cummins worth $384K as of Q1 2026.
  • Kanawha Capital Management sold 9 Cummins shares in Q1 2026, an estimated $5.09K.
  • Cummins made up 0.03% of Kanawha Capital Management's portfolio in Q1 2026, its #171 holding.
  • Kanawha Capital Management first reported a position in Cummins in Q3 2020 and has held it in 12 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.