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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
Q2 		$9.99M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Midwest Trust's CMI Position: Q2 2026 in Review

Midwest Trust increased its Cummins (CMI) stake by 34% in Q2 2026, buying an estimated $2.32M and bringing the position to 14,011 shares worth $9.99M. The position accounts for 0.11% of the portfolio, ranked #155.

Midwest Trust first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Midwest Trust held 14,011 shares of Cummins worth $9.99M as of Q2 2026.
  • Midwest Trust bought 3,522 Cummins shares in Q2 2026, an estimated $2.32M.
  • Cummins made up 0.11% of Midwest Trust's portfolio in Q2 2026, its #155 holding.
  • Midwest Trust first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.