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Legacy Trust’s Cummins CMI Stock Holding History

Legacy Trust’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 		$9.68M Sell
17,989
-180
-1% -$102K 1.85% 18
2025
Q4 		$9.27M Buy
18,169
+413
+2% +$193K 1.73% 18
2025
Q3 		$7.5M Sell
17,756
-278
-2% -$107K 1.48% 23
2025
Q2 		$5.91M Sell
18,034
-1,764
-9% -$546K 1.45% 26
2025
Q1 		$6.21M Buy
19,798
+165
+0.8% +$58.1K 1.5% 27
2024
Q4 		$6.84M Buy
19,633
+211
+1% +$74.1K 1.59% 21
2024
Q3 		$6.29M Buy
19,422
+230
+1% +$68.1K 1.44% 27
2024
Q2 		$5.31M Buy
19,192
+770
+4% +$220K 1.32% 28
2024
Q1 		$5.43M Buy
18,422
+175
+1% +$45.1K 1.35% 27
2023
Q4 		$4.37M Sell
18,247
-58
-0.3% -$13.2K 1.14% 31
2023
Q3 		$4.18M Buy
18,305
+95
+0.5% +$22.9K 1.22% 28
2023
Q2 		$4.46M Buy
18,210
+438
+2% +$99.2K 1.23% 30
2023
Q1 		$4.25M Sell
17,772
-144
-0.8% -$35.2K 1.26% 28
2022
Q4 		$4.34M Buy
+17,916
New +$4.26M 1.34% 28

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

Legacy Trust's CMI Position: Q1 2026 in Review

Legacy Trust reduced its Cummins (CMI) stake by 0.99% in Q1 2026, selling an estimated $102K and leaving 17,989 shares worth $9.68M. The position accounts for 1.85% of the portfolio, ranked #18.

Legacy Trust first reported a position in CMI in Q4 2022 and has held it in 14 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Legacy Trust held 17,989 shares of Cummins worth $9.68M as of Q1 2026.
  • Legacy Trust sold 180 Cummins shares in Q1 2026, an estimated $102K.
  • Cummins made up 1.85% of Legacy Trust's portfolio in Q1 2026, its #18 holding.
  • Legacy Trust first reported a position in Cummins in Q4 2022 and has held it in 14 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.