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Standard Family Office’s Cummins CMI Stock Holding History

Standard Family Office’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
Q1 		– Sell
-42
Closed -$14.6K – 31
2024
Q4 		$14.6K Sell
42
-52
-55% -$18.3K 0.02% 40
2024
Q3 		$30.4K Hold
94
– – 0.04% 44
2024
Q2 		$26K Hold
94
– – 0.03% 44
2024
Q1 		$27.7K Buy
+94
New +$24.2K 0.04% 45
2021
Q3 		– Sell
-1,475
Closed -$360K – 157
2021
Q2 		$360K Hold
1,475
– – 0.07% 105
2021
Q1 		$382K Hold
1,475
– – 0.09% 81
2020
Q4 		$335K Buy
+1,475
New +$331K 0.08% 90

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Standard Family Office's CMI Position: Q1 2025 in Review

Standard Family Office sold out of Cummins (CMI) in Q1 2025, closing a stake of 42 shares — an estimated $14.6K sold.

Standard Family Office first reported a position in CMI in Q4 2020 and held it in 7 quarters. The position peaked at $382K in Q1 2021. 1,568 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

  • Standard Family Office reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
  • Standard Family Office sold 42 Cummins shares in Q1 2025, an estimated $14.6K.
  • Standard Family Office first reported a position in Cummins in Q4 2020 and held it in 7 quarters.
  • Standard Family Office's Cummins position peaked at $382K in Q1 2021.
  • 1,568 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Standard Family Office's 13F filing for Q1 2025, filed 13 May 2025.