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Lavaca Capital’s Cummins CMI Stock Holding History

Lavaca Capital’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
2022
Q3 		– Sell
-3,500
Closed -$677K – 144
2022
Q2 		$677K Sell
3,500
-7,100
-67% -$1.42M 0.1% 119
2022
Q1 		$2.17M Buy
10,600
+7,300
+221% +$1.58M 0.23% 42
2021
Q4 		$721K Hold
3,300
– – 0.09% 105
2021
Q3 		$741K Hold
3,300
– – 0.07% 105
2021
Q2 		$805K Buy
+3,300
New +$844K 0.08% 98

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

Lavaca Capital's CMI Position: Q1 2026 in Review

Lavaca Capital reduced its Cummins (CMI) stake by 16% in Q1 2026, selling an estimated $2.83K and leaving 27 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Lavaca Capital first reported a position in CMI in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.42M in Q3 2021. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Lavaca Capital held 27 shares of Cummins worth $14.5K as of Q1 2026.
  • Lavaca Capital sold 5 Cummins shares in Q1 2026, an estimated $2.83K.
  • Cummins made up ﹤0.01% of Lavaca Capital's portfolio in Q1 2026, its #236 holding.
  • Lavaca Capital first reported a position in Cummins in Q3 2020 and has held it in 13 quarters since.
  • Lavaca Capital's Cummins position peaked at $3.42M in Q3 2021.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.