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Principal Street Partners’s Cummins CMI Stock Holding History

Principal Street 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 		$274K Sell
509
-598
-54% -$338K 0.04% 183
2025
Q4 		$565K Sell
1,107
-363
-25% -$170K 0.1% 127
2025
Q3 		$621K Sell
1,470
-31
-2% -$11.9K 0.1% 121
2025
Q2 		$492K Buy
1,501
+30
+2% +$9.29K 0.05% 202
2025
Q1 		$461K Sell
1,471
-19,429
-93% -$6.84M 0.09% 132
2024
Q4 		$7.29M Buy
20,900
+211
+1% +$74.1K 1.43% 15
2024
Q3 		$6.69M Sell
20,689
-6,004
-22% -$1.78M 1.09% 18
2024
Q2 		$7.39M Sell
26,693
-355
-1% -$101K 1.32% 19
2024
Q1 		$7.99M Buy
27,048
+6,013
+29% +$1.55M 1.51% 10
2023
Q4 		$5.04M Sell
21,035
-198
-0.9% -$45K 1.22% 33
2023
Q3 		$4.85M Sell
21,233
-454
-2% -$110K 0.96% 26
2023
Q2 		$5.32M Sell
21,687
-966
-4% -$219K 1.26% 21
2023
Q1 		$5.41M Sell
22,653
-1,548
-6% -$378K 1.37% 22
2022
Q4 		$5.86M Sell
24,201
-1,125
-4% -$268K 1.48% 18
2022
Q3 		$5.15M Sell
25,326
-2,852
-10% -$607K 1.37% 15
2022
Q2 		$5.45M Buy
28,178
+5,577
+25% +$1.12M 1.41% 19
2022
Q1 		$4.64M Buy
22,601
+1,666
+8% +$360K 1.06% 44
2021
Q4 		$4.57M Buy
20,935
+204
+1% +$46.5K 1.1% 41
2021
Q3 		$4.66M Buy
20,731
+2,462
+13% +$577K 1.27% 34
2021
Q2 		$4.45M Sell
18,269
-34,483
-65% -$8.82M 1.18% 42
2021
Q1 		$13.7M Buy
52,752
+34,131
+183% +$8.53M 1.76% 19
2020
Q4 		$4.23M Sell
18,621
-4,036
-18% -$906K 1.3% 32
2020
Q3 		$4.78M Sell
22,657
-1,469
-6% -$293K 1.68% 13
2020
Q2 		$4.18M Buy
+24,126
New +$3.86M 1.56% 34
2020
Q1 		– Sell
-47,495
Closed -$8.5M – 147
2019
Q4 		$8.5M Buy
47,495
+1,109
+2% +$195K 1.89% 11
2019
Q3 		$7.55M Buy
46,386
+33,575
+262% +$5.37M 1.89% 17
2019
Q2 		$2.19M Sell
12,811
-22,337
-64% -$3.66M 1.21% 12
2019
Q1 		$5.55M Buy
+35,148
New +$5.27M 2.41% 12

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

Principal Street Partners's CMI Position: Q1 2026 in Review

Principal Street Partners reduced its Cummins (CMI) stake by 54% in Q1 2026, selling an estimated $338K and leaving 509 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #183.

Principal Street Partners first reported a position in CMI in Q1 2019 and has held it in 28 quarters since. The position peaked at $13.7M in Q1 2021. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Principal Street Partners held 509 shares of Cummins worth $274K as of Q1 2026.
  • Principal Street Partners sold 598 Cummins shares in Q1 2026, an estimated $338K.
  • Cummins made up 0.04% of Principal Street Partners's portfolio in Q1 2026, its #183 holding.
  • Principal Street Partners first reported a position in Cummins in Q1 2019 and has held it in 28 quarters since.
  • Principal Street Partners's Cummins position peaked at $13.7M in Q1 2021.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

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