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WBI Investments’s Cummins CMI Stock Holding History

WBI Investments’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 		$371K Buy
690
+119
+21% +$67.3K 0.1% 219
2025
Q4 		$292K Buy
+571
New +$267K 0.08% 257
2023
Q1 		– Sell
-11,677
Closed -$2.83M – 192
2022
Q4 		$2.83M Buy
+11,677
New +$2.78M 0.61% 44
2021
Q2 		– Sell
-19,346
Closed -$5.01M – 190
2021
Q1 		$5.01M Buy
+19,346
New +$4.83M 0.79% 21
2020
Q1 		– Sell
-43,255
Closed -$7.74M – 109
2019
Q4 		$7.74M Buy
+43,255
New +$7.61M 0.83% 23
2019
Q3 		– Sell
-12,663
Closed -$2.17M – 221
2019
Q2 		$2.17M Sell
12,663
-28,232
-69% -$4.62M 0.19% 113
2019
Q1 		$6.46M Buy
+40,895
New +$6.14M 0.5% 46
2018
Q4 		– Sell
-15,662
Closed -$2.29M – 117
2018
Q3 		$2.29M Buy
+15,662
New +$2.21M 0.12% 127
2017
Q4 		– Sell
-40,431
Closed -$6.79M – 297
2017
Q3 		$6.79M Sell
40,431
-10,568
-21% -$1.71M 0.3% 67
2017
Q2 		$8.27M Buy
50,999
+47,127
+1,217% +$7.31M 0.36% 56
2017
Q1 		$585K Buy
+3,872
New +$573K 0.03% 231
2014
Q4 		– Sell
-362,498
Closed -$47.8M – 196
2014
Q3 		$47.8M Buy
+362,498
New +$52.3M 1.42% 25

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

WBI Investments's CMI Position: Q1 2026 in Review

WBI Investments increased its Cummins (CMI) stake by 21% in Q1 2026, buying an estimated $67.3K and bringing the position to 690 shares worth $371K. The position accounts for 0.1% of the portfolio, ranked #219.

WBI Investments first reported a position in CMI in Q3 2014 and has held it in 12 quarters since. The position peaked at $47.8M in Q3 2014. 1,955 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • WBI Investments held 690 shares of Cummins worth $371K as of Q1 2026.
  • WBI Investments bought 119 Cummins shares in Q1 2026, an estimated $67.3K.
  • Cummins made up 0.1% of WBI Investments's portfolio in Q1 2026, its #219 holding.
  • WBI Investments first reported a position in Cummins in Q3 2014 and has held it in 12 quarters since.
  • WBI Investments's Cummins position peaked at $47.8M in Q3 2014.
  • 1,955 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.