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&Partners’s Cummins CMI Stock Holding History

&Partners’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 		$8.54M Buy
15,879
+330
+2% +$187K 0.04% 371
2025
Q4 		$7.93M Buy
15,549
+7,132
+85% +$3.33M 0.04% 365
2025
Q3 		$3.57M Buy
8,417
+1,397
+20% +$536K 0.02% 533
2025
Q2 		$2.3M Buy
7,020
+1,436
+26% +$445K 0.02% 613
2025
Q1 		$1.75M Buy
5,584
+757
+16% +$267K 0.02% 597
2024
Q4 		$1.72M Buy
4,827
+1,574
+48% +$553K 0.02% 563
2024
Q3 		$1.07M Buy
3,253
+1,761
+118% +$522K 0.02% 553
2024
Q2 		$416K Buy
1,492
+615
+70% +$176K 0.02% 605
2024
Q1 		$258K Buy
+877
New +$226K 0.04% 401
2020
Q2 		– Sell
-1,497
Closed -$203K – 137
2020
Q1 		$203K Hold
1,497
– – 0.32% 97
2019
Q4 		$268K Buy
+1,497
New +$263K 0.32% 108

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

&Partners's CMI Position: Q1 2026 in Review

&Partners increased its Cummins (CMI) stake by 2.1% in Q1 2026, buying an estimated $187K and bringing the position to 15,879 shares worth $8.54M. The position accounts for 0.04% of the portfolio, ranked #371.

&Partners first reported a position in CMI in Q4 2019 and has held it in 11 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • &Partners held 15,879 shares of Cummins worth $8.54M as of Q1 2026.
  • &Partners bought 330 Cummins shares in Q1 2026, an estimated $187K.
  • Cummins made up 0.04% of &Partners's portfolio in Q1 2026, its #371 holding.
  • &Partners first reported a position in Cummins in Q4 2019 and has held it in 11 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.