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Silver Lake Advisory’s Cummins CMI Stock Holding History

Silver Lake Advisory’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 		$675K Buy
1,254
+29
+2% +$16.4K 0.27% 71
2025
Q4 		$625K Sell
1,225
-11
-0.9% -$5.14K 0.24% 73
2025
Q3 		$522K Buy
1,236
+5
+0.4% +$1.92K 0.21% 74
2025
Q2 		$403K Sell
1,231
-96
-7% -$29.7K 0.17% 79
2025
Q1 		$416K Buy
1,327
+6
+0.5% +$2.11K 0.18% 80
2024
Q4 		$461K Sell
1,321
-192
-13% -$67.5K 0.2% 77
2024
Q3 		$490K Sell
1,513
-115
-7% -$34.1K 0.2% 76
2024
Q2 		$451K Buy
1,628
+132
+9% +$37.7K 0.2% 71
2024
Q1 		$441K Buy
+1,496
New +$386K 0.2% 73
2023
Q3 		– Sell
-1,681
Closed -$412K – 62
2023
Q2 		$412K Buy
1,681
+10
+0.6% +$2.26K 0.22% 71
2023
Q1 		$399K Buy
+1,671
New +$408K 0.22% 69
2022
Q4 		– Sell
-1,987
Closed -$404K – 66
2022
Q3 		$404K Buy
1,987
+12
+0.6% +$2.55K 0.24% 67
2022
Q2 		$382K Sell
1,975
-59
-3% -$11.8K 0.21% 73
2022
Q1 		$417K Sell
2,034
-35
-2% -$7.57K 0.2% 79
2021
Q4 		$451K Buy
2,069
+11
+0.5% +$2.51K 0.21% 83
2021
Q3 		$462K Sell
2,058
-15,226
-88% -$3.57M 0.23% 75
2021
Q2 		$4.03M Buy
17,284
+22
+0.1% +$5.63K 1.93% 19
2021
Q1 		$4.47M Buy
17,262
+72
+0.4% +$18K 2.28% 13
2020
Q4 		$3.9M Buy
17,190
+17
+0.1% +$3.82K 2.14% 14
2020
Q3 		$3.63M Sell
17,173
-947
-5% -$189K 2.23% 15
2020
Q2 		$3.14M Buy
18,120
+111
+0.6% +$17.7K 2.01% 16
2020
Q1 		$2.44M Buy
18,009
+1,657
+10% +$258K 1.79% 21
2019
Q4 		$2.93M Buy
16,352
+2,392
+17% +$421K 1.77% 24
2019
Q3 		$2.27M Buy
13,960
+181
+1% +$29K 1.47% 31
2019
Q2 		$2.36M Buy
13,779
+143
+1% +$23.4K 1.56% 29
2019
Q1 		$2.15M Buy
13,636
+738
+6% +$111K 1.45% 30
2018
Q4 		$1.72M Buy
12,898
+2,566
+25% +$362K 1.28% 35
2018
Q3 		$1.51M Buy
+10,332
New +$1.45M 0.92% 42

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

Silver Lake Advisory's CMI Position: Q1 2026 in Review

Silver Lake Advisory increased its Cummins (CMI) stake by 2.4% in Q1 2026, buying an estimated $16.4K and bringing the position to 1,254 shares worth $675K. The position accounts for 0.27% of the portfolio, ranked #71.

Silver Lake Advisory first reported a position in CMI in Q3 2018 and has held it in 28 quarters since. The position peaked at $4.47M in Q1 2021. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Silver Lake Advisory held 1,254 shares of Cummins worth $675K as of Q1 2026.
  • Silver Lake Advisory bought 29 Cummins shares in Q1 2026, an estimated $16.4K.
  • Cummins made up 0.27% of Silver Lake Advisory's portfolio in Q1 2026, its #71 holding.
  • Silver Lake Advisory first reported a position in Cummins in Q3 2018 and has held it in 28 quarters since.
  • Silver Lake Advisory's Cummins position peaked at $4.47M in Q1 2021.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Silver Lake Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.