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McDonald Partners’s Cummins CMI Stock Holding History

McDonald Partners’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 		$1.95M Sell
3,627
-642
-15% -$363K 0.46% 60
2025
Q4 		$2.18M Buy
4,269
+512
+14% +$239K 0.69% 44
2025
Q3 		$1.59M Sell
3,757
-363
-9% -$139K 0.47% 56
2025
Q2 		$1.35M Buy
4,120
+2,295
+126% +$710K 0.32% 90
2025
Q1 		$572K Buy
1,825
+55
+3% +$19.4K 0.15% 154
2024
Q4 		$617K Buy
+1,770
New +$622K 0.16% 150

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

McDonald Partners's CMI Position: Q1 2026 in Review

McDonald Partners reduced its Cummins (CMI) stake by 15% in Q1 2026, selling an estimated $363K and leaving 3,627 shares worth $1.95M. The position accounts for 0.46% of the portfolio, ranked #60.

McDonald Partners first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • McDonald Partners held 3,627 shares of Cummins worth $1.95M as of Q1 2026.
  • McDonald Partners sold 642 Cummins shares in Q1 2026, an estimated $363K.
  • Cummins made up 0.46% of McDonald Partners's portfolio in Q1 2026, its #60 holding.
  • McDonald Partners first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • McDonald Partners's Cummins position peaked at $2.18M in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.