Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Cummins CMI Stock Holding History

Kovitz Investment Group Partners’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 		$461K Sell
857
-1,095
-56% -$620K 0.01% 405
2025
Q4 		$997K Sell
1,952
-86,629
-98% -$40.5M 0.02% 323
2025
Q3 		$37.4M Buy
88,581
+3,567
+4% +$1.37M 0.15% 132
2025
Q2 		$27.8M Buy
85,014
+42,557
+100% +$13.2M 0.12% 155
2025
Q1 		$13.3M Buy
42,457
+64
+0.2% +$22.5K 0.07% 224
2024
Q4 		$14.8M Sell
42,393
-122
-0.3% -$42.9K 0.07% 209
2024
Q3 		$12.9M Buy
42,515
+4,599
+12% +$1.36M 0.09% 187
2024
Q2 		$10.5M Buy
37,916
+547
+1% +$156K 0.09% 172
2024
Q1 		$11M Buy
37,369
+143
+0.4% +$36.9K 0.14% 101
2023
Q4 		$8.92M Sell
37,226
-1,187
-3% -$270K 0.15% 79
2023
Q3 		$8.78M Sell
38,413
-236
-0.6% -$57K 0.16% 79
2023
Q2 		$9.48M Sell
38,649
-291
-0.7% -$65.9K 0.14% 72
2023
Q1 		$9.3M Buy
38,940
+327
+0.8% +$79.8K 0.16% 82
2022
Q4 		$9.36M Sell
38,613
-256
-0.7% -$60.9K 0.18% 78
2022
Q3 		$7.91M Sell
38,869
-39
-0.1% -$8.3K 0.18% 83
2022
Q2 		$7.53M Sell
38,908
-330
-0.8% -$66K 0.17% 92
2022
Q1 		$8.05M Buy
39,238
+3,222
+9% +$697K 0.15% 97
2021
Q4 		$8.18M Sell
36,016
-1,129
-3% -$257K 0.19% 79
2021
Q3 		$8.34M Buy
37,145
+1,162
+3% +$272K 0.17% 91
2021
Q2 		$8.77M Sell
35,983
-361
-1% -$92.3K 0.17% 89
2021
Q1 		$9.42M Buy
36,344
+328
+0.9% +$81.9K 0.22% 75
2020
Q4 		$8.18M Sell
36,016
-743
-2% -$167K 0.2% 78
2020
Q3 		$7.76M Sell
36,759
-10,565
-22% -$2.1M 0.22% 75
2020
Q2 		$8.2M Sell
47,324
-4,000
-8% -$639K 0.25% 64
2020
Q1 		$6.95M Sell
51,324
-1,519
-3% -$237K 0.25% 65
2019
Q4 		$9.46M Sell
52,843
-28
-0.1% -$4.93K 0.28% 62
2019
Q3 		$8.6M Sell
52,871
-176
-0.3% -$28.2K 0.27% 64
2019
Q2 		$9.09M Sell
53,047
-1,070
-2% -$175K 0.29% 57
2019
Q1 		$8.54M Buy
54,117
+1,832
+4% +$275K 0.27% 60
2018
Q4 		$6.99M Buy
+52,285
New +$7.38M 0.28% 62

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

Kovitz Investment Group Partners's CMI Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Cummins (CMI) stake by 56% in Q1 2026, selling an estimated $620K and leaving 857 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #405.

Kovitz Investment Group Partners first reported a position in CMI in Q4 2018 and has held it in 30 quarters since. The position peaked at $37.4M in Q3 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Kovitz Investment Group Partners held 857 shares of Cummins worth $461K as of Q1 2026.
  • Kovitz Investment Group Partners sold 1,095 Cummins shares in Q1 2026, an estimated $620K.
  • Cummins made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #405 holding.
  • Kovitz Investment Group Partners first reported a position in Cummins in Q4 2018 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's Cummins position peaked at $37.4M in Q3 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.