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Midwest Trust’s Cummins CMI Stock Holding History

Midwest Trust’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 		$5.64M Buy
10,489
+9,187
+706% +$5.2M 0.07% 195
2025
Q4 		$665K Buy
1,302
+8
+0.6% +$3.74K 0.01% 394
2025
Q3 		$547K Buy
1,294
+93
+8% +$35.7K 0.01% 414
2025
Q2 		$393K Buy
+1,201
New +$372K 0.01% 463

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

Midwest Trust's CMI Position: Q1 2026 in Review

Midwest Trust increased its Cummins (CMI) stake by 706% in Q1 2026, buying an estimated $5.2M and bringing the position to 10,489 shares worth $5.64M. The position accounts for 0.07% of the portfolio, ranked #195.

Midwest Trust first reported a position in CMI in Q2 2025 and has held it in 4 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Midwest Trust held 10,489 shares of Cummins worth $5.64M as of Q1 2026.
  • Midwest Trust bought 9,187 Cummins shares in Q1 2026, an estimated $5.2M.
  • Cummins made up 0.07% of Midwest Trust's portfolio in Q1 2026, its #195 holding.
  • Midwest Trust first reported a position in Cummins in Q2 2025 and has held it in 4 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.