United Bank (Virginia)’s Cummins CMI Stock Holding History

United Bank (Virginia)’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	$12.5M	Sell	23,145 -4,236	-15%	-$2.4M	1.59%	14
2025 Q4	$14M	Sell	27,381 -5,550	-17%	-$2.59M	1.85%	12
2025 Q3	$13.9M	Sell	32,931 -4,085	-11%	-$1.57M	1.66%	16
2025 Q2	$12.1M	Buy	37,016 +892	+2%	+$276K	1.45%	25
2025 Q1	$11.3M	Sell	36,124 -8,751	-20%	-$3.08M	1.44%	25
2024 Q4	$15.6M	Buy	44,875 +297	+0.7%	+$104K	1.86%	17
2024 Q3	$14.4M	Buy	44,578 +369	+0.8%	+$109K	1.68%	23
2024 Q2	$12.2M	Sell	44,209 -1,300	-3%	-$372K	1.52%	26
2024 Q1	$13.4M	Sell	45,509 -4,110	-8%	-$1.06M	1.6%	26
2023 Q4	$11.9M	Buy	49,619 +138	+0.3%	+$31.4K	1.49%	28
2023 Q3	$11.3M	Buy	49,481 +794	+2%	+$192K	1.49%	30
2023 Q2	$11.9M	Buy	48,687 +9,751	+25%	+$2.21M	1.47%	28
2023 Q1	$9.3M	Buy	38,936 +38,057	+4,330%	+$9.29M	1.19%	32
2022 Q4	$213K	Buy	+879	New	+$209K	0.03%	145
2021 Q2	–	Sell	-779	Closed	-$202K	–	166
2021 Q1	$202K	Buy	+779	New	+$195K	0.03%	171

Other funds holding CMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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