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Syon Capital’s Cummins CMI Stock Holding History

Syon Capital’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 		$3.15M Sell
5,848
-146
-2% -$82.6K 0.16% 91
2025
Q4 		$3.06M Sell
5,994
-52
-0.9% -$24.3K 0.15% 98
2025
Q3 		$2.55M Buy
6,046
+913
+18% +$350K 0.14% 106
2025
Q2 		$1.68M Buy
5,133
+1,613
+46% +$499K 0.11% 133
2025
Q1 		$1.1M Buy
3,520
+325
+10% +$114K 0.09% 168
2024
Q4 		$1.11M Sell
3,195
-209
-6% -$73.4K 0.1% 147
2024
Q3 		$1.1M Buy
3,404
+48
+1% +$14.2K 0.1% 154
2024
Q2 		$930K Buy
3,356
+7
+0.2% +$2K 0.09% 165
2024
Q1 		$987K Sell
3,349
-3,249
-49% -$837K 0.09% 156
2023
Q4 		$1.58M Buy
6,598
+4,265
+183% +$970K 0.07% 183
2023
Q3 		$533K Buy
+2,333
New +$563K 0.07% 173

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

Syon Capital's CMI Position: Q1 2026 in Review

Syon Capital reduced its Cummins (CMI) stake by 2.4% in Q1 2026, selling an estimated $82.6K and leaving 5,848 shares worth $3.15M. The position accounts for 0.16% of the portfolio, ranked #91.

Syon Capital first reported a position in CMI in Q3 2023 and has held it in 11 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Syon Capital held 5,848 shares of Cummins worth $3.15M as of Q1 2026.
  • Syon Capital sold 146 Cummins shares in Q1 2026, an estimated $82.6K.
  • Cummins made up 0.16% of Syon Capital's portfolio in Q1 2026, its #91 holding.
  • Syon Capital first reported a position in Cummins in Q3 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 Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.