Logan Capital Management’s Cummins CMI Stock Holding History

Logan Capital 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
2026 Q1	$8.38M	Buy	+15,572	New	+$8.81M	0.36%	76

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Logan Capital Management's CMI Position: Q1 2026 in Review

Logan Capital Management sold out of Cummins (CMI) in Q1 2026, closing a stake of 16,259 shares — an estimated $9.2M sold.

Logan Capital Management first reported a position in CMI in Q2 2013 and held it in 51 quarters. The position peaked at $29.1M in Q2 2014. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Logan Capital Management reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 16,259 Cummins shares in Q1 2026, an estimated $9.2M.
Logan Capital Management first reported a position in Cummins in Q2 2013 and held it in 51 quarters.
Logan Capital Management's Cummins position peaked at $29.1M in Q2 2014.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.