North Capital’s Cummins CMI Stock Holding History

North Capital’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 Q4	–	Sell	-131	Closed	-$55.3K	–	203
2025 Q3	$55.3K	Sell	131 -1	-0.8%	-$383	0.04%	214
2025 Q2	$43.2K	Sell	132 -104	-44%	-$32.2K	0.04%	222
2025 Q1	$74K	Buy	+236	New	+$83.1K	0.07%	167

Other funds holding CMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

North Capital's CMI Position: Q4 2025 in Review

North Capital sold out of Cummins (CMI) in Q4 2025, closing a stake of 131 shares — an estimated $55.3K sold.

North Capital first reported a position in CMI in Q1 2025 and held it in 3 quarters. The position peaked at $74K in Q1 2025. 1,878 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

North Capital reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
North Capital sold 131 Cummins shares in Q4 2025, an estimated $55.3K.
North Capital first reported a position in Cummins in Q1 2025 and held it in 3 quarters.
North Capital's Cummins position peaked at $74K in Q1 2025.
1,878 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.