Vest Financial’s Cummins CMI Stock Holding History

Vest Financial’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	-740	Closed	-$378K	–	418
2025 Q4	$378K	Buy	+740	New	+$346K	﹤0.01%	384
2023 Q1	–	Sell	-1,609	Closed	-$390K	–	115
2022 Q4	$390K	Buy	+1,609	New	+$383K	0.06%	78

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vest Financial's CMI Position: Q1 2026 in Review

Vest Financial sold out of Cummins (CMI) in Q1 2026, closing a stake of 740 shares — an estimated $378K sold.

Vest Financial first reported a position in CMI in Q4 2022 and held it in 2 quarters. The position peaked at $390K in Q4 2022. 1,967 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Vest Financial reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
Vest Financial sold 740 Cummins shares in Q1 2026, an estimated $378K.
Vest Financial first reported a position in Cummins in Q4 2022 and held it in 2 quarters.
Vest Financial's Cummins position peaked at $390K in Q4 2022.
1,967 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.