Montag & Caldwell’s Cummins CMI Stock Holding History

Montag & Caldwell’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
2025 Q2	–	Sell	-33	Closed	-$10.3K	–	119
2025 Q1	$10.3K	Hold	33	–	–	﹤0.01%	111
2024 Q4	$11.5K	Buy	+33	New	+$11.6K	﹤0.01%	116

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Montag & Caldwell's CMI Position: Q2 2025 in Review

Montag & Caldwell sold out of Cummins (CMI) in Q2 2025, closing a stake of 33 shares — an estimated $10.3K sold.

Montag & Caldwell first reported a position in CMI in Q4 2024 and held it in 2 quarters. The position peaked at $11.5K in Q4 2024. 1,562 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

Montag & Caldwell reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
Montag & Caldwell sold 33 Cummins shares in Q2 2025, an estimated $10.3K.
Montag & Caldwell first reported a position in Cummins in Q4 2024 and held it in 2 quarters.
Montag & Caldwell's Cummins position peaked at $11.5K in Q4 2024.
1,562 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.