MIM
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Morningstar Investment Management’s Cummins CMI Stock Holding History

Morningstar Investment Management’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
Q3 		– Sell
-920
Closed -$301K – 485
2025
Q2 		$301K Buy
+920
New +$285K 0.03% 163
2025
Q1 		– Sell
-837
Closed -$292K – 103
2024
Q4 		$292K Hold
837
– – 0.02% 163
2024
Q3 		$283K Buy
837
+20
+2% +$5.92K 0.03% 168
2024
Q2 		$226K Hold
817
– – 0.02% 180
2024
Q1 		$241K Buy
+817
New +$211K 0.03% 179

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morningstar Investment Management's CMI Position: Q3 2025 in Review

Morningstar Investment Management sold out of Cummins (CMI) in Q3 2025, closing a stake of 920 shares — an estimated $301K sold.

Morningstar Investment Management first reported a position in CMI in Q1 2024 and held it in 5 quarters. The position peaked at $301K in Q2 2025. 1,683 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

  • Morningstar Investment Management reported no remaining Cummins position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 920 Cummins shares in Q3 2025, an estimated $301K.
  • Morningstar Investment Management first reported a position in Cummins in Q1 2024 and held it in 5 quarters.
  • Morningstar Investment Management's Cummins position peaked at $301K in Q2 2025.
  • 1,683 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.