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Oldfather Financial Services’s Cummins CMI Stock Holding History

Oldfather Financial Services’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 		$215K Buy
+422
New +$197K 0.06% 98

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oldfather Financial Services's CMI Position: Q4 2025 in Review

Oldfather Financial Services opened a new position in Cummins (CMI) in Q4 2025: 422 shares worth $215K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings.

1,876 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

  • Oldfather Financial Services held 422 shares of Cummins worth $215K as of Q4 2025.
  • Cummins was a new Oldfather Financial Services position in Q4 2025.
  • Cummins made up 0.06% of Oldfather Financial Services's portfolio in Q4 2025, its #98 holding.
  • 1,876 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.