Sweeney & Michel’s Cummins CMI Stock Holding History

Sweeney & Michel’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	$637K	Hold	1,030	–	–	0.19%	78
2025 Q4	$617K	Hold	1,030	–	–	0.18%	80
2025 Q3	$426K	Hold	1,030	–	–	0.14%	96
2025 Q2	$349K	Hold	1,030	–	–	0.12%	100
2025 Q1	$275K	Buy	+1,030	New	+$363K	0.12%	100
2024 Q3	$345K	Buy	1,030 +1	+0.1%	+$296	0.14%	94
2024 Q2	$277K	Hold	1,029	–	–	0.12%	97
2024 Q1	$304K	Buy	+1,029	New	+$265K	0.13%	91
2023 Q3	$224K	Hold	1,029	–	–	0.12%	98
2023 Q2	$245K	Hold	1,029	–	–	0.13%	94
2023 Q1	$229K	Buy	+1,029	New	+$251K	0.12%	97

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sweeney & Michel's CMI Position: Q1 2026 in Review

Sweeney & Michel held its Cummins (CMI) position steady in Q1 2026 at 1,030 shares worth $637K. The position accounts for 0.19% of the portfolio, ranked #78.

Sweeney & Michel first reported a position in CMI in Q1 2023 and has held it in 11 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Sweeney & Michel held 1,030 shares of Cummins worth $637K as of Q1 2026.
Sweeney & Michel left its Cummins share count unchanged in Q1 2026.
Cummins made up 0.19% of Sweeney & Michel's portfolio in Q1 2026, its #78 holding.
Sweeney & Michel first reported a position in Cummins in Q1 2023 and has held it in 11 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.