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Silver Oak Securities’s Cummins CMI Stock Holding History

Silver Oak Securities’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 		$123K Buy
229
+119
+108% +$67.3K 0.01% 755
2025
Q4 		$56.7K Sell
110
-148
-57% -$69.2K ﹤0.01% 794
2025
Q3 		$109K Buy
258
+159
+161% +$61K 0.01% 727
2025
Q2 		$32.4K Buy
99
+7
+8% +$2.17K ﹤0.01% 685
2025
Q1 		$28.8K Buy
92
+6
+7% +$2.11K ﹤0.01% 641
2024
Q4 		$30.1K Sell
86
-3
-3% -$1.05K ﹤0.01% 619
2024
Q3 		$29.1K Buy
89
+39
+78% +$11.6K ﹤0.01% 531
2024
Q2 		$13.8K Sell
50
-32
-39% -$9.14K ﹤0.01% 469
2024
Q1 		$24.1K Sell
82
-413
-83% -$106K ﹤0.01% 458
2023
Q4 		$119K Buy
495
+374
+309% +$85K 0.02% 478
2023
Q3 		$27.7K Buy
+121
New +$29.2K 0.01% 394
2022
Q4 		– Sell
-121
Closed -$27.7K – 336
2022
Q3 		$27.7K Buy
+121
New +$25.7K 0.01% 394

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 Oak Securities's CMI Position: Q1 2026 in Review

Silver Oak Securities increased its Cummins (CMI) stake by 108% in Q1 2026, buying an estimated $67.3K and bringing the position to 229 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #755.

Silver Oak Securities first reported a position in CMI in Q3 2022 and has held it in 12 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Silver Oak Securities held 229 shares of Cummins worth $123K as of Q1 2026.
  • Silver Oak Securities bought 119 Cummins shares in Q1 2026, an estimated $67.3K.
  • Cummins made up 0.01% of Silver Oak Securities's portfolio in Q1 2026, its #755 holding.
  • Silver Oak Securities first reported a position in Cummins in Q3 2022 and has held it in 12 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.