Patton Fund Management
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Patton Fund Management’s Cummins CMI Stock Holding History

Patton Fund Management’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
Q3 		– Sell
-4,915
Closed -$3.51M – 84
2026
Q2 		$3.51M Sell
4,915
-2,327
-32% -$1.53M 0.76% 51
2026
Q1 		$3.9M Buy
7,242
+6,791
+1,506% +$3.84M 0.66% 31
2025
Q4 		$230K Sell
451
-300
-40% -$140K 0.03% 232
2025
Q3 		$317K Hold
751
– – 0.06% 99
2025
Q2 		$246K Sell
751
-7,300
-91% -$2.26M 0.05% 203
2025
Q1 		$2.52M Sell
8,051
-2,410
-23% -$849K 0.61% 66
2024
Q4 		$3.65M Sell
10,461
-1,583
-13% -$556K 0.71% 67
2024
Q3 		$3.9M Sell
12,044
-659
-5% -$195K 0.81% 63
2024
Q2 		$3.52M Buy
12,703
+7,882
+163% +$2.25M 0.74% 67
2024
Q1 		$1.42M Sell
4,821
-288
-6% -$74.2K 0.26% 79
2023
Q4 		$1.22M Sell
5,109
-107
-2% -$24.3K 0.27% 61
2023
Q3 		$1.19M Buy
+5,216
New +$1.26M 0.32% 61
2021
Q2 		– Sell
-5,749
Closed -$1.49M – 73
2021
Q1 		$1.49M Sell
5,749
-3,274
-36% -$818K 0.79% 32
2020
Q4 		$2.05M Buy
+9,023
New +$2.03M 1.03% 24
2020
Q1 		– Sell
-19,017
Closed -$3.4M – 84
2019
Q4 		$3.4M Buy
19,017
+165
+0.9% +$29K 1.19% 42
2019
Q3 		$3.07M Buy
+18,852
New +$3.02M 1.23% 29

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Patton Fund Management's CMI Position: Q3 2026 in Review

Patton Fund Management sold out of Cummins (CMI) in Q3 2026, closing a stake of 4,915 shares — an estimated $3.51M sold.

Patton Fund Management first reported a position in CMI in Q3 2019 and held it in 16 quarters. The position peaked at $3.9M in Q3 2024. 1,300 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Patton Fund Management reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
  • Patton Fund Management sold 4,915 Cummins shares in Q3 2026, an estimated $3.51M.
  • Patton Fund Management first reported a position in Cummins in Q3 2019 and held it in 16 quarters.
  • Patton Fund Management's Cummins position peaked at $3.9M in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.