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Laird Norton Wetherby Wealth Management’s Cummins CMI Stock Holding History

Laird Norton Wetherby Wealth 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
2025
Q3 		$2.93M Sell
6,934
-48
-0.7% -$18.4K 0.12% 155
2025
Q2 		$2.29M Buy
+6,982
New +$2.16M 0.1% 199
2024
Q4 		$2.58M Sell
7,411
-13
-0.2% -$4.57K 0.12% 156
2024
Q3 		$2.4M Buy
7,424
+93
+1% +$27.5K 0.11% 188
2024
Q2 		$2.03M Sell
7,331
-61
-0.8% -$17.4K 0.1% 210
2024
Q1 		$2.18M Sell
7,392
-6
-0.1% -$1.55K 0.1% 207
2023
Q4 		$1.77M Buy
7,398
+157
+2% +$35.7K 0.09% 231
2023
Q3 		$1.65M Buy
7,241
+24
+0.3% +$5.79K 0.09% 230
2023
Q2 		$1.77M Sell
7,217
-60
-0.8% -$13.6K 0.1% 218
2023
Q1 		$1.74M Buy
7,277
+175
+2% +$42.7K 0.1% 218
2022
Q4 		$1.72M Buy
7,102
+69
+1% +$16.4K 0.11% 199
2022
Q3 		$1.43M Sell
7,033
-433
-6% -$92.1K 0.1% 210
2022
Q2 		$1.45M Sell
7,466
-242
-3% -$48.4K 0.1% 211
2022
Q1 		$1.58M Buy
7,708
+367
+5% +$79.4K 0.09% 212
2021
Q4 		$1.6M Sell
7,341
-109
-1% -$24.8K 0.09% 206
2021
Q3 		$1.67M Sell
7,450
-217
-3% -$50.9K 0.1% 180
2021
Q2 		$1.87M Sell
7,667
-66
-0.9% -$16.9K 0.11% 168
2021
Q1 		$2M Sell
7,733
-1,880
-20% -$470K 0.15% 130
2020
Q4 		$2.18M Buy
9,613
+2,234
+30% +$502K 0.15% 130
2020
Q3 		$1.56M Buy
7,379
+1
+0% +$199 0.14% 145
2020
Q2 		$1.28M Buy
7,378
+1,696
+30% +$271K 0.12% 164
2020
Q1 		$769K Buy
5,682
+879
+18% +$137K 0.09% 230
2019
Q4 		$860K Buy
4,803
+82
+2% +$14.4K 0.08% 245
2019
Q3 		$768K Sell
4,721
-88
-2% -$14.1K 0.08% 273
2019
Q2 		$824K Buy
4,809
+156
+3% +$25.5K 0.09% 244
2019
Q1 		$734K Buy
4,653
+75
+2% +$11.3K 0.09% 248
2018
Q4 		$612K Buy
4,578
+75
+2% +$10.6K 0.09% 267
2018
Q3 		$657K Buy
4,503
+120
+3% +$16.9K 0.08% 283
2018
Q2 		$583K Sell
4,383
-75
-2% -$11.2K 0.08% 303
2018
Q1 		$723K Buy
4,458
+66
+2% +$11.3K 0.1% 240
2017
Q4 		$775K Buy
4,392
+155
+4% +$26.5K 0.11% 225
2017
Q3 		$711K Buy
4,237
+46
+1% +$7.44K 0.11% 234
2017
Q2 		$680K Buy
4,191
+246
+6% +$38.2K 0.12% 224
2017
Q1 		$597K Sell
3,945
-38
-1% -$5.63K 0.11% 244
2016
Q4 		$544K Sell
3,983
-4
-0.1% -$535 0.11% 252
2016
Q3 		$511K Sell
3,987
-109
-3% -$13.2K 0.1% 251
2016
Q2 		$461K Buy
4,096
+62
+2% +$7.02K 0.1% 240
2016
Q1 		$444K Buy
+4,034
New +$390K 0.1% 238
2015
Q4 		– Sell
-2,484
Closed -$270K – 469
2015
Q3 		$270K Sell
2,484
-48
-2% -$5.93K 0.07% 332
2015
Q2 		$332K Buy
2,532
+121
+5% +$16.6K 0.08% 293
2015
Q1 		$335K Sell
2,411
-61
-2% -$8.6K 0.08% 296
2014
Q4 		$356K Sell
2,472
-111
-4% -$15.7K 0.09% 273
2014
Q3 		$341K Buy
2,583
+132
+5% +$19K 0.1% 267
2014
Q2 		$378K Buy
2,451
+18
+0.7% +$2.72K 0.11% 241
2014
Q1 		$363K Buy
2,433
+23
+1% +$3.2K 0.1% 251
2013
Q4 		$340K Sell
2,410
-333
-12% -$44.2K 0.1% 257
2013
Q3 		$364K Buy
2,743
+417
+18% +$51.5K 0.11% 226
2013
Q2 		$253K Buy
+2,326
New +$264K 0.09% 284

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CMI Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Cummins (CMI) stake by 0.69% in Q3 2025, selling an estimated $18.4K and leaving 6,934 shares worth $2.93M. The position accounts for 0.12% of the portfolio, ranked #155.

Laird Norton Wetherby Wealth Management first reported a position in CMI in Q2 2013 and has held it in 48 quarters since. 1,682 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 6,934 shares of Cummins worth $2.93M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 48 Cummins shares in Q3 2025, an estimated $18.4K.
  • Cummins made up 0.12% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #155 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Cummins in Q2 2013 and has held it in 48 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.