Marshall Wace’s Cummins CMI Stock Holding History

Marshall Wace’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	–	Sell	-100	Closed	-$51K	–	3257
2025 Q4	$51K	Buy	+100	New	+$46.7K	﹤0.01%	2777

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

Marshall Wace's CMI Position: Q1 2026 in Review

Marshall Wace reduced its Cummins (CMI) stake by 3% in Q1 2026, selling an estimated $1.87M and leaving 106,452 shares worth $57.3M. The position accounts for 0.06% of the portfolio, ranked #318.

Marshall Wace first reported a position in CMI in Q1 2014 and has held it in 32 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Marshall Wace held 106,452 shares of Cummins worth $57.3M as of Q1 2026.
Marshall Wace sold 3,309 Cummins shares in Q1 2026, an estimated $1.87M.
Cummins made up 0.06% of Marshall Wace's portfolio in Q1 2026, its #318 holding.
Marshall Wace first reported a position in Cummins in Q1 2014 and has held it in 32 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.