Thompson David Blair’s Cummins CMI Stock Holding History

Thompson David Blair’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 Q1	–	Sell	-515	Closed	-$263K	–	177
2025 Q4	$263K	Buy	+515	New	+$241K	0.15%	144

Other funds holding CMI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Thompson David Blair's CMI Position: Q1 2026 in Review

Thompson David Blair sold out of Cummins (CMI) in Q1 2026, closing a stake of 515 shares — an estimated $263K sold.

Thompson David Blair first reported a position in CMI in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 1,961 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Thompson David Blair reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
Thompson David Blair sold 515 Cummins shares in Q1 2026, an estimated $263K.
Thompson David Blair first reported a position in Cummins in Q4 2025 and held it in 1 quarter.
Thompson David Blair's Cummins position peaked at $263K in Q4 2025.
1,961 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Thompson David Blair's 13F filing for Q1 2026, filed 14 Aug 2026.