SWS Partners’s Cummins CMI Stock Holding History

SWS Partners’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 Q3	$286K	Buy	554 +3	+0.5%	+$1.81K	0.06%	103
2026 Q2	$393K	Buy	551 +1	+0.2%	+$659	0.08%	98
2026 Q1	$296K	Buy	550 +4	+0.7%	+$2.26K	0.07%	106
2025 Q4	$280K	Hold	546	–	–	0.07%	113
2025 Q3	$230K	Buy	+546	New	+$209K	0.06%	120
2024 Q3	–	Sell	-531	Closed	-$147K	–	139
2024 Q2	$147K	Buy	+531	New	+$152K	0.04%	121
2022 Q2	–	Sell	-500	Closed	-$103K	–	78
2022 Q1	$103K	Buy	+500	New	+$108K	0.07%	75
2018 Q2	–	Sell	-65	Closed	-$10K	–	141
2018 Q1	$10K	Sell	65 -175	-73%	-$30.1K	0.01%	257
2017 Q4	$42K	Buy	+240	New	+$41K	0.03%	158

Other funds holding CMI

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SWS Partners's CMI Position: Q3 2026 in Review

SWS Partners increased its Cummins (CMI) stake by 0.54% in Q3 2026, buying an estimated $1.81K and bringing the position to 554 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #103.

SWS Partners first reported a position in CMI in Q4 2017 and has held it in 9 quarters since. The position peaked at $393K in Q2 2026. 1,294 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

SWS Partners held 554 shares of Cummins worth $286K as of Q3 2026.
SWS Partners bought 3 Cummins shares in Q3 2026, an estimated $1.81K.
Cummins made up 0.06% of SWS Partners's portfolio in Q3 2026, its #103 holding.
SWS Partners first reported a position in Cummins in Q4 2017 and has held it in 9 quarters since.
SWS Partners's Cummins position peaked at $393K in Q2 2026.
1,294 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.