Wellington-Altus USA’s Cummins CMI Stock Holding History

Wellington-Altus USA’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 Q2	–	Sell	-63	Closed	-$44.9K	–	668
2026 Q1	$44.9K	Sell	63 -29	-32%	-$16.4K	0.03%	363
2025 Q4	$47K	Buy	+92	New	+$43K	0.03%	308

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

Wellington-Altus USA's CMI Position: Q2 2026 in Review

Wellington-Altus USA sold out of Cummins (CMI) in Q2 2026, closing a stake of 63 shares — an estimated $44.9K sold.

Wellington-Altus USA first reported a position in CMI in Q4 2025 and held it in 2 quarters. The position peaked at $47K in Q4 2025. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Wellington-Altus USA reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
Wellington-Altus USA sold 63 Cummins shares in Q2 2026, an estimated $44.9K.
Wellington-Altus USA first reported a position in Cummins in Q4 2025 and held it in 2 quarters.
Wellington-Altus USA's Cummins position peaked at $47K in Q4 2025.
2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.