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Keel Point’s Cummins CMI Stock Holding History

Keel Point’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 		$661K Buy
1,229
+171
+16% +$96.8K 0.04% 222
2025
Q4 		$540K Buy
1,058
+301
+40% +$141K 0.03% 280
2025
Q3 		$320K Buy
757
+64
+9% +$24.5K 0.02% 395
2025
Q2 		$227K Buy
+693
New +$215K 0.02% 454
2024
Q4 		– Sell
-713
Closed -$231K – 443
2024
Q3 		$231K Sell
713
-27
-4% -$8K 0.02% 391
2024
Q2 		$216K Buy
740
+7
+1% +$2K 0.02% 398
2024
Q1 		$216K Buy
+733
New +$189K 0.02% 350

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

Keel Point's CMI Position: Q1 2026 in Review

Keel Point increased its Cummins (CMI) stake by 16% in Q1 2026, buying an estimated $96.8K and bringing the position to 1,229 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #222.

Keel Point first reported a position in CMI in Q1 2024 and has held it in 7 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Keel Point held 1,229 shares of Cummins worth $661K as of Q1 2026.
  • Keel Point bought 171 Cummins shares in Q1 2026, an estimated $96.8K.
  • Cummins made up 0.04% of Keel Point's portfolio in Q1 2026, its #222 holding.
  • Keel Point first reported a position in Cummins in Q1 2024 and has held it in 7 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.