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Sylvest Advisors’s Cummins CMI Stock Holding History

Sylvest Advisors’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 		– Sell
-2,857
Closed -$1.46M – 73
2025
Q4 		$1.46M Sell
2,857
-323
-10% -$151K 0.78% 15
2025
Q3 		$1.34M Sell
3,180
-162
-5% -$62.1K 0.72% 17
2025
Q2 		$1.09M Buy
3,342
+34
+1% +$10.5K 0.63% 18
2025
Q1 		$1.04M Sell
3,308
-118
-3% -$41.6K 0.65% 21
2024
Q4 		$1.19M Buy
+3,426
New +$1.2M 0.73% 19

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

Sylvest Advisors's CMI Position: Q1 2026 in Review

Sylvest Advisors sold out of Cummins (CMI) in Q1 2026, closing a stake of 2,857 shares — an estimated $1.46M sold.

Sylvest Advisors first reported a position in CMI in Q4 2024 and held it in 5 quarters. The position peaked at $1.46M in Q4 2025. 1,955 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Sylvest Advisors reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
  • Sylvest Advisors sold 2,857 Cummins shares in Q1 2026, an estimated $1.46M.
  • Sylvest Advisors first reported a position in Cummins in Q4 2024 and held it in 5 quarters.
  • Sylvest Advisors's Cummins position peaked at $1.46M in Q4 2025.
  • 1,955 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Sylvest Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.