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Knollwood Investment Advisory’s Cummins CMI Stock Holding History

Knollwood Investment Advisory’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
Q4 		– Sell
-2,286
Closed -$966K – 325
2025
Q3 		$966K Sell
2,286
-31
-1% -$11.9K 0.09% 195
2025
Q2 		$759K Hold
2,317
– – 0.07% 219
2025
Q1 		$726K Hold
2,317
– – 0.08% 217
2024
Q4 		$808K Hold
2,317
– – 0.08% 213
2024
Q3 		$750K Hold
2,317
– – 0.08% 229
2024
Q2 		$642K Buy
2,317
+817
+54% +$233K 0.07% 237
2024
Q1 		$442K Hold
1,500
– – 0.08% 152
2023
Q4 		$359K Buy
+1,500
New +$341K 0.07% 162

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Knollwood Investment Advisory's CMI Position: Q4 2025 in Review

Knollwood Investment Advisory sold out of Cummins (CMI) in Q4 2025, closing a stake of 2,286 shares — an estimated $966K sold.

Knollwood Investment Advisory first reported a position in CMI in Q4 2023 and held it in 8 quarters. The position peaked at $966K in Q3 2025. 1,874 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

  • Knollwood Investment Advisory reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
  • Knollwood Investment Advisory sold 2,286 Cummins shares in Q4 2025, an estimated $966K.
  • Knollwood Investment Advisory first reported a position in Cummins in Q4 2023 and held it in 8 quarters.
  • Knollwood Investment Advisory's Cummins position peaked at $966K in Q3 2025.
  • 1,874 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on Knollwood Investment Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.