Sageworth Trust Company of South Dakota’s Cummins CMI Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	$2.89M	Hold	4,051	–	–	1.78%	14
2026 Q1	$2.18M	Hold	4,051	–	–	1.73%	16
2025 Q4	$2.07M	Sell	4,051 -9	-0.2%	-$4.21K	1.69%	16
2025 Q3	$1.71M	Sell	4,060 -92	-2%	-$35.3K	1.62%	16
2025 Q2	$1.36M	Hold	4,152	–	–	1.47%	16
2025 Q1	$1.3M	Buy	4,152 +101	+2%	+$35.6K	1.56%	16
2024 Q4	$1.41M	Hold	4,051	–	–	1.79%	15
2024 Q3	$1.31M	Hold	4,051	–	–	1.68%	17
2024 Q2	$1.12M	Sell	4,051 -86	-2%	-$24.6K	1.65%	18
2024 Q1	$1.22M	Buy	4,137 +86	+2%	+$22.2K	1.88%	14
2023 Q4	$970K	Hold	4,051	–	–	1.83%	16
2023 Q3	$925K	Hold	4,051	–	–	2.04%	17
2023 Q2	$993K	Hold	4,051	–	–	2.47%	12
2023 Q1	$968K	Hold	4,051	–	–	2.26%	14
2022 Q4	$982K	Hold	4,051	–	–	2.21%	15
2022 Q3	$824K	Sell	4,051 -1,210	-23%	-$257K	2.03%	15
2022 Q2	$1.02M	Buy	5,261 +645	+14%	+$129K	2.1%	13
2022 Q1	$947K	Sell	4,616 -1,933	-30%	-$418K	1.77%	15
2021 Q4	$1.43M	Buy	+6,549	New	+$1.49M	2.2%	10

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sageworth Trust Company of South Dakota's CMI Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota held its Cummins (CMI) position steady in Q2 2026 at 4,051 shares worth $2.89M. The position accounts for 1.78% of the portfolio, ranked #14.

Sageworth Trust Company of South Dakota first reported a position in CMI in Q4 2021 and has held it in 19 quarters since. 1,634 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Sageworth Trust Company of South Dakota held 4,051 shares of Cummins worth $2.89M as of Q2 2026.
Sageworth Trust Company of South Dakota left its Cummins share count unchanged in Q2 2026.
Cummins made up 1.78% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #14 holding.
Sageworth Trust Company of South Dakota first reported a position in Cummins in Q4 2021 and has held it in 19 quarters since.
1,634 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.