Schroder Investment Management Group
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Schroder Investment Management Group’s Cummins CMI Stock Holding History

Schroder Investment Management Group’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 		$98.3M Buy
192,164
+43,921
+30% +$24.9M 0.08% 192
2025
Q4 		$76.1M Sell
148,243
-19,204
-11% -$8.98M 0.06% 229
2025
Q3 		$70.2M Sell
167,447
-9,256
-5% -$3.55M 0.05% 232
2025
Q2 		$57.9M Sell
176,703
-6,279
-3% -$1.94M 0.05% 267
2025
Q1 		$57.5M Sell
182,982
-60,559
-25% -$21.3M 0.06% 259
2024
Q4 		$84.9M Buy
243,541
+69,285
+40% +$24.3M 0.08% 195
2024
Q3 		$56.9M Buy
174,256
+17,390
+11% +$5.15M 0.06% 264
2024
Q2 		$43.4M Buy
156,866
+83,935
+115% +$24M 0.05% 313
2024
Q1 		$21.5M Buy
72,931
+27,579
+61% +$7.11M 0.03% 478
2023
Q4 		$10.9M Sell
45,352
-29,889
-40% -$6.79M 0.01% 615
2023
Q3 		$17.2M Sell
75,241
-9,305
-11% -$2.25M 0.03% 491
2023
Q2 		$20.7M Buy
84,546
+16,800
+25% +$3.8M 0.03% 465
2023
Q1 		$16.2M Buy
67,746
+18,861
+39% +$4.6M 0.02% 522
2022
Q4 		$11.8M Buy
48,885
+21,069
+76% +$5.01M 0.02% 592
2022
Q3 		$5.66M Sell
27,816
-56
-0.2% -$11.9K 0.01% 746
2022
Q2 		$5.4M Buy
27,872
+753
+3% +$151K 0.01% 782
2022
Q1 		$5.68M Buy
27,119
+3,621
+15% +$783K 0.01% 806
2021
Q4 		$5.13M Sell
23,498
-35,025
-60% -$7.98M 0.01% 754
2021
Q3 		$13.1M Sell
58,523
-29,009
-33% -$6.8M 0.02% 574
2021
Q2 		$21.3M Buy
87,532
+11,160
+15% +$2.85M 0.03% 503
2021
Q1 		$19.8M Sell
76,372
-2,865
-4% -$716K 0.03% 509
2020
Q4 		$18M Sell
79,237
-152,259
-66% -$34.2M 0.03% 510
2020
Q3 		$48.7M Sell
231,496
-138,159
-37% -$27.5M 0.08% 240
2020
Q2 		$64M Sell
369,655
-148,349
-29% -$23.7M 0.12% 176
2020
Q1 		$73.6M Sell
518,004
-143,182
-22% -$22.3M 0.16% 132
2019
Q4 		$118M Buy
661,186
+112,479
+20% +$19.8M 0.19% 103
2019
Q3 		$88.5M Buy
548,707
+395,041
+257% +$63.2M 0.16% 139
2019
Q2 		$26.3M Sell
153,666
-128,141
-45% -$21M 0.05% 385
2019
Q1 		$44.5M Sell
281,807
-170,794
-38% -$25.6M 0.08% 284
2018
Q4 		$60.5K Sell
452,601
-382,847
-46% -$54.1M 0.11% 199
2018
Q3 		$122M Buy
835,448
+253,446
+44% +$35.7M 0.21% 111
2018
Q2 		$77.5M Buy
582,002
+44,846
+8% +$6.71M 0.14% 190
2018
Q1 		$87.1M Sell
537,156
-210,490
-28% -$36.2M 0.15% 175
2017
Q4 		$132M Sell
747,646
-241,506
-24% -$41.3M 0.22% 105
2017
Q3 		$167M Sell
989,152
-366,674
-27% -$59.3M 0.29% 75
2017
Q2 		$217M Buy
1,355,826
+70,764
+6% +$11M 0.39% 48
2017
Q1 		$195M Sell
1,285,062
-364,817
-22% -$54M 0.35% 54
2016
Q4 		$225M Buy
1,649,879
+199,529
+14% +$26.7M 0.43% 46
2016
Q3 		$186M Buy
1,450,350
+151,069
+12% +$18.3M 0.35% 62
2016
Q2 		$146M Buy
1,299,281
+288,642
+29% +$32.7M 0.29% 75
2016
Q1 		$110M Sell
1,010,639
-279,308
-22% -$27M 0.23% 110
2015
Q4 		$114M Buy
1,289,947
+91,304
+8% +$9.12M 0.23% 106
2015
Q3 		$130M Sell
1,198,643
-480,561
-29% -$59.4M 0.28% 91
2015
Q2 		$220M Buy
1,679,204
+704,363
+72% +$96.9M 0.43% 47
2015
Q1 		$134M Sell
974,841
-250,200
-20% -$35.3M 0.26% 97
2014
Q4 		$177M Buy
1,225,041
+631,744
+106% +$89.3M 0.35% 78
2014
Q3 		$78.3M Buy
593,297
+99,259
+20% +$14.3M 0.1% 188
2014
Q2 		$76.2M Buy
494,038
+3,900
+0.8% +$590K 0.09% 191
2014
Q1 		$73M Sell
490,138
-44,084
-8% -$6.13M 0.08% 200
2013
Q4 		$75.3M Sell
534,222
-81,810
-13% -$10.9M 0.09% 177
2013
Q3 		$81.9M Sell
616,032
-213,792
-26% -$26.4M 0.2% 127
2013
Q2 		$90M Buy
+829,824
New +$94.2M 0.24% 109

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

Schroder Investment Management Group's CMI Position: Q1 2026 in Review

Schroder Investment Management Group increased its Cummins (CMI) stake by 30% in Q1 2026, buying an estimated $24.9M and bringing the position to 192,164 shares worth $98.3M. The position accounts for 0.08% of the portfolio, ranked #192.

Schroder Investment Management Group first reported a position in CMI in Q2 2013 and has held it in 52 quarters since. The position peaked at $225M in Q4 2016. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Schroder Investment Management Group held 192,164 shares of Cummins worth $98.3M as of Q1 2026.
  • Schroder Investment Management Group bought 43,921 Cummins shares in Q1 2026, an estimated $24.9M.
  • Cummins made up 0.08% of Schroder Investment Management Group's portfolio in Q1 2026, its #192 holding.
  • Schroder Investment Management Group first reported a position in Cummins in Q2 2013 and has held it in 52 quarters since.
  • Schroder Investment Management Group's Cummins position peaked at $225M in Q4 2016.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.