PMSA
CMI icon

Patrick M. Sweeney & Associates’s Cummins CMI Stock Holding History

Patrick M. Sweeney & Associates’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 		$1.06M Sell
1,975
-22
-1% -$12.4K 0.68% 38
2025
Q4 		$1.02M Sell
1,997
-44
-2% -$20.6K 0.64% 37
2025
Q3 		$862K Sell
2,041
-20
-1% -$7.67K 0.56% 44
2025
Q2 		$684K Buy
2,061
+102
+5% +$31.6K 0.47% 50
2025
Q1 		$614K Hold
1,959
– – 0.46% 57
2024
Q4 		$683K Sell
1,959
-10
-0.5% -$3.51K 0.51% 50
2024
Q3 		$638K Buy
1,969
+13
+0.7% +$3.85K 0.47% 57
2024
Q2 		$542K Hold
1,956
– – 0.44% 59
2024
Q1 		$576K Buy
1,956
+46
+2% +$11.9K 0.47% 52
2023
Q4 		$458K Buy
+1,910
New +$434K 0.42% 64

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

Patrick M. Sweeney & Associates's CMI Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Cummins (CMI) stake by 1.1% in Q1 2026, selling an estimated $12.4K and leaving 1,975 shares worth $1.06M. The position accounts for 0.68% of the portfolio, ranked #38.

Patrick M. Sweeney & Associates first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Patrick M. Sweeney & Associates held 1,975 shares of Cummins worth $1.06M as of Q1 2026.
  • Patrick M. Sweeney & Associates sold 22 Cummins shares in Q1 2026, an estimated $12.4K.
  • Cummins made up 0.68% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #38 holding.
  • Patrick M. Sweeney & Associates first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.