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Sherbrooke Park Advisers’s Cummins CMI Stock Holding History

Sherbrooke Park Advisers’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
2025
Q4 		– Sell
-962
Closed -$406K – 263
2025
Q3 		$406K Buy
+962
New +$369K 0.19% 220
2024
Q3 		– Sell
-2,151
Closed -$596K – 957
2024
Q2 		$596K Buy
2,151
+470
+28% +$134K 0.1% 337
2024
Q1 		$495K Sell
1,681
-2,784
-62% -$717K 0.1% 362
2023
Q4 		$1.07M Buy
+4,465
New +$1.02M 0.5% 38

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sherbrooke Park Advisers's CMI Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of Cummins (CMI) in Q4 2025, closing a stake of 962 shares — an estimated $406K sold.

Sherbrooke Park Advisers first reported a position in CMI in Q4 2023 and held it in 4 quarters. The position peaked at $1.07M in Q4 2023. 1,878 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

  • Sherbrooke Park Advisers reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 962 Cummins shares in Q4 2025, an estimated $406K.
  • Sherbrooke Park Advisers first reported a position in Cummins in Q4 2023 and held it in 4 quarters.
  • Sherbrooke Park Advisers's Cummins position peaked at $1.07M in Q4 2023.
  • 1,878 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.