Vestmark Advisory Solutions’s Cummins CMI Stock Holding History

Vestmark Advisory Solutions’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	$8.09M	Buy	15,032 +5,965	+66%	+$3.38M	0.09%	229
2025 Q4	$4.63M	Buy	9,067 +8,517	+1,549%	+$3.98M	0.06%	314
2025 Q3	$232K	Buy	+550	New	+$211K	﹤0.01%	846
2022 Q1	–	Sell	-2,007	Closed	-$438K	–	864
2021 Q4	$438K	Sell	2,007 -141	-7%	-$32.1K	0.02%	576
2021 Q3	$482K	Buy	2,148 +321	+18%	+$75.2K	0.03%	503
2021 Q2	$445K	Sell	1,827 -1,828	-50%	-$467K	0.03%	509
2021 Q1	$947K	Buy	3,655 +1,241	+51%	+$310K	0.08%	302
2020 Q4	$548K	Sell	2,414 -109	-4%	-$24.5K	0.06%	337
2020 Q3	$533K	Sell	2,523 -1,132	-31%	-$226K	0.07%	310
2020 Q2	$633K	Sell	3,655 -71	-2%	-$11.3K	0.1%	256
2020 Q1	$504K	Buy	+3,726	New	+$581K	0.1%	267
2019 Q4	–	Sell	-4,521	Closed	-$735K	–	305
2019 Q3	$735K	Buy	4,521 +117	+3%	+$18.7K	0.12%	229
2019 Q2	$755K	Buy	4,404 +92	+2%	+$15.1K	0.13%	210
2019 Q1	$681K	Buy	+4,312	New	+$647K	0.12%	229

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Vestmark Advisory Solutions's CMI Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Cummins (CMI) stake by 66% in Q1 2026, buying an estimated $3.38M and bringing the position to 15,032 shares worth $8.09M. The position accounts for 0.09% of the portfolio, ranked #229.

Vestmark Advisory Solutions first reported a position in CMI in Q1 2019 and has held it in 14 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Vestmark Advisory Solutions held 15,032 shares of Cummins worth $8.09M as of Q1 2026.
Vestmark Advisory Solutions bought 5,965 Cummins shares in Q1 2026, an estimated $3.38M.
Cummins made up 0.09% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #229 holding.
Vestmark Advisory Solutions first reported a position in Cummins in Q1 2019 and has held it in 14 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.