VCM
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Virtue Capital Management’s Cummins CMI Stock Holding History

Virtue Capital Management’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 		$299K Buy
584
+68
+13% +$38.5K 0.05% 255
2025
Q4 		$269K Buy
+516
New +$241K 0.04% 253
2019
Q3 		– Sell
-1,399
Closed -$240K – 228
2019
Q2 		$240K Buy
+1,399
New +$229K 0.09% 194

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

Virtue Capital Management's CMI Position: Q1 2026 in Review

Virtue Capital Management increased its Cummins (CMI) stake by 13% in Q1 2026, buying an estimated $38.5K and bringing the position to 584 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #255.

Virtue Capital Management first reported a position in CMI in Q2 2019 and has held it in 3 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Virtue Capital Management held 584 shares of Cummins worth $299K as of Q1 2026.
  • Virtue Capital Management bought 68 Cummins shares in Q1 2026, an estimated $38.5K.
  • Cummins made up 0.05% of Virtue Capital Management's portfolio in Q1 2026, its #255 holding.
  • Virtue Capital Management first reported a position in Cummins in Q2 2019 and has held it in 3 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.