LVM Capital Management’s Cummins CMI Stock Holding History

LVM 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
2025 Q4	–	Sell	-1,250	Closed	-$528K	–	160
2025 Q3	$528K	Buy	+1,250	New	+$479K	0.05%	114

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LVM Capital Management's CMI Position: Q4 2025 in Review

LVM Capital Management sold out of Cummins (CMI) in Q4 2025, closing a stake of 1,250 shares — an estimated $528K sold.

LVM Capital Management first reported a position in CMI in Q3 2025 and held it in 1 quarter. The position peaked at $528K in Q3 2025. 1,878 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

LVM Capital Management reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
LVM Capital Management sold 1,250 Cummins shares in Q4 2025, an estimated $528K.
LVM Capital Management first reported a position in Cummins in Q3 2025 and held it in 1 quarter.
LVM Capital Management's Cummins position peaked at $528K in Q3 2025.
1,878 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on LVM Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.