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Saxon Interests’s Cummins CMI Stock Holding History

Saxon Interests’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 		$903K Buy
1,679
+675
+67% +$382K 0.31% 77
2025
Q4 		$513K Sell
1,004
-5
-0.5% -$2.34K 0.18% 116
2025
Q3 		$402K Buy
1,009
+19
+2% +$7.28K 0.16% 126
2025
Q2 		$310K Hold
990
– – 0.15% 140
2025
Q1 		$310K Buy
+990
New +$349K 0.15% 140
2022
Q4 		– Sell
-900
Closed -$202K – 164
2022
Q3 		$202K Buy
+900
New +$191K 0.12% 145
2022
Q1 		– Sell
-904
Closed -$210K – 143
2021
Q4 		$210K Buy
+904
New +$206K 0.12% 116

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

Saxon Interests's CMI Position: Q1 2026 in Review

Saxon Interests increased its Cummins (CMI) stake by 67% in Q1 2026, buying an estimated $382K and bringing the position to 1,679 shares worth $903K. The position accounts for 0.31% of the portfolio, ranked #77.

Saxon Interests first reported a position in CMI in Q4 2021 and has held it in 7 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Saxon Interests held 1,679 shares of Cummins worth $903K as of Q1 2026.
  • Saxon Interests bought 675 Cummins shares in Q1 2026, an estimated $382K.
  • Cummins made up 0.31% of Saxon Interests's portfolio in Q1 2026, its #77 holding.
  • Saxon Interests first reported a position in Cummins in Q4 2021 and has held it in 7 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.