Pettyjohn Wood & White’s Cummins CMI Stock Holding History

Pettyjohn Wood & White’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	$412K	Hold	765	–	–	0.07%	150
2025 Q4	$390K	Hold	765	–	–	0.06%	150
2025 Q3	$323K	Buy	765 +40	+6%	+$15.3K	0.05%	158
2025 Q2	$237K	Sell	725 -5	-0.7%	-$1.55K	0.04%	179
2025 Q1	$229K	Hold	730	–	–	0.04%	176
2024 Q4	$254K	Hold	730	–	–	0.05%	177
2024 Q3	$236K	Hold	730	–	–	0.04%	183
2024 Q2	$202K	Hold	730	–	–	0.04%	192
2024 Q1	$215K	Buy	+730	New	+$188K	0.04%	177

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pettyjohn Wood & White's CMI Position: Q1 2026 in Review

Pettyjohn Wood & White held its Cummins (CMI) position steady in Q1 2026 at 765 shares worth $412K. The position accounts for 0.07% of the portfolio, ranked #150.

Pettyjohn Wood & White first reported a position in CMI in Q1 2024 and has held it in 9 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Pettyjohn Wood & White held 765 shares of Cummins worth $412K as of Q1 2026.
Pettyjohn Wood & White left its Cummins share count unchanged in Q1 2026.
Cummins made up 0.07% of Pettyjohn Wood & White's portfolio in Q1 2026, its #150 holding.
Pettyjohn Wood & White first reported a position in Cummins in Q1 2024 and has held it in 9 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

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