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Lindbrook Capital’s Cummins CMI Stock Holding History

Lindbrook 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
2025
Q1 		$627K Sell
2,000
-59
-3% -$20.8K 0.06% 184
2024
Q4 		$718K Sell
2,059
-150
-7% -$52.7K 0.06% 173
2024
Q3 		$715K Sell
2,209
-7
-0.3% -$2.07K 0.06% 175
2024
Q2 		$614K Buy
2,216
+6
+0.3% +$1.72K 0.06% 180
2024
Q1 		$651K Buy
2,210
+47
+2% +$12.1K 0.06% 180
2023
Q4 		$518K Buy
2,163
+234
+12% +$53.2K 0.05% 195
2023
Q3 		$441K Buy
1,929
+19
+1% +$4.59K 0.05% 196
2023
Q2 		$468K Sell
1,910
-80
-4% -$18.1K 0.05% 190
2023
Q1 		$475K Buy
1,990
+184
+10% +$44.9K 0.06% 178
2022
Q4 		$438K Buy
1,806
+64
+4% +$15.2K 0.05% 200
2022
Q3 		$355K Sell
1,742
-84
-5% -$17.9K 0.06% 188
2022
Q2 		$353K Buy
1,826
+147
+9% +$29.4K 0.06% 197
2022
Q1 		$344K Buy
1,679
+1,526
+997% +$330K 0.05% 205
2021
Q4 		$33K Sell
153
-38
-20% -$8.66K 0.01% 852
2021
Q3 		$43K Buy
191
+5
+3% +$1.17K 0.01% 479
2021
Q2 		$45K Hold
186
– – 0.01% 509
2021
Q1 		$48K Buy
186
+33
+22% +$8.24K 0.01% 456
2020
Q4 		$35K Buy
153
+25
+20% +$5.61K 0.01% 502
2020
Q3 		$27K Buy
128
+5
+4% +$996 0.01% 519
2020
Q2 		$21K Buy
123
+19
+18% +$3.04K 0.01% 588
2020
Q1 		$14K Sell
104
-317
-75% -$49.4K 0.01% 655
2019
Q4 		$75K Buy
421
+6
+1% +$1.06K 0.03% 317
2019
Q3 		$68K Buy
415
+17
+4% +$2.72K 0.03% 321
2019
Q2 		$68K Hold
398
– – 0.03% 323
2019
Q1 		$62K Hold
398
– – 0.02% 339
2018
Q4 		$53K Buy
+398
New +$56.2K 0.03% 319

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
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 $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lindbrook Capital's CMI Position: Q1 2025 in Review

Lindbrook Capital reduced its Cummins (CMI) stake by 2.9% in Q1 2025, selling an estimated $20.8K and leaving 2,000 shares worth $627K. The position accounts for 0.06% of the portfolio, ranked #184.

Lindbrook Capital first reported a position in CMI in Q4 2018 and has held it in 26 quarters since. The position peaked at $718K in Q4 2024. 1,568 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

  • Lindbrook Capital held 2,000 shares of Cummins worth $627K as of Q1 2025.
  • Lindbrook Capital sold 59 Cummins shares in Q1 2025, an estimated $20.8K.
  • Cummins made up 0.06% of Lindbrook Capital's portfolio in Q1 2025, its #184 holding.
  • Lindbrook Capital first reported a position in Cummins in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Cummins position peaked at $718K in Q4 2024.
  • 1,568 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.