Midwest Trust
CMI icon

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
Q3 		$14.2M Buy
27,433
+13,422
+96% +$8.1M 0.16% 132
2026
Q2 		$10M Buy
14,011
+3,522
+34% +$2.32M 0.11% 155
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Midwest Trust's CMI Position: Q3 2026 in Review

Midwest Trust increased its Cummins (CMI) stake by 96% in Q3 2026, buying an estimated $8.1M and bringing the position to 27,433 shares worth $14.2M. The position accounts for 0.16% of the portfolio, ranked #132.

Midwest Trust first reported a position in CMI in Q2 2025 and has held it in 6 quarters since. 534 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Midwest Trust held 27,433 shares of Cummins worth $14.2M as of Q3 2026.
  • Midwest Trust bought 13,422 Cummins shares in Q3 2026, an estimated $8.1M.
  • Cummins made up 0.16% of Midwest Trust's portfolio in Q3 2026, its #132 holding.
  • Midwest Trust first reported a position in Cummins in Q2 2025 and has held it in 6 quarters since.
  • 534 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.