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West Coast Financial’s Cummins CMI Stock Holding History

West Coast 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
2025
Q2 		– Sell
-3,873
Closed -$1.21M – 25
2025
Q1 		$1.21M Sell
3,873
-380
-9% -$134K 0.14% 72
2024
Q4 		$1.48M Sell
4,253
-1
-0% -$351 0.16% 69
2024
Q3 		$1.38M Sell
4,254
-249
-6% -$73.8K 0.15% 74
2024
Q2 		$1.25M Sell
4,503
-65
-1% -$18.6K 0.15% 73
2024
Q1 		$1.35M Sell
4,568
-749
-14% -$193K 0.16% 69
2023
Q4 		$1.27M Sell
5,317
-1,809
-25% -$411K 0.17% 69
2023
Q3 		$1.63M Sell
7,126
-29,145
-80% -$7.04M 0.24% 73
2023
Q2 		$8.89M Sell
36,271
-850
-2% -$192K 1.26% 21
2023
Q1 		$8.87M Sell
37,121
-11
-0% -$2.69K 1.36% 19
2022
Q4 		$9M Buy
37,132
+1,020
+3% +$243K 1.52% 18
2022
Q3 		$7.35M Buy
36,112
+484
+1% +$103K 1.35% 21
2022
Q2 		$6.89M Sell
35,628
-33
-0.1% -$6.6K 1.22% 25
2022
Q1 		$7.31M Buy
35,661
+427
+1% +$92.3K 1.12% 33
2021
Q4 		$7.69M Sell
35,234
-126
-0.4% -$28.7K 1.1% 32
2021
Q3 		$7.94M Buy
35,360
+657
+2% +$154K 1.28% 26
2021
Q2 		$8.46M Buy
34,703
+341
+1% +$87.2K 1.38% 23
2021
Q1 		$8.9M Buy
34,362
+337
+1% +$84.2K 1.55% 18
2020
Q4 		$7.73M Sell
34,025
-638
-2% -$143K 1.49% 21
2020
Q3 		$7.32M Sell
34,663
-9,782
-22% -$1.95M 1.65% 18
2020
Q2 		$7.7M Buy
44,445
+459
+1% +$73.4K 1.88% 13
2020
Q1 		$5.95M Sell
43,986
-229
-0.5% -$35.7K 1.58% 27
2019
Q4 		$7.91M Sell
44,215
-407
-0.9% -$71.6K 1.69% 22
2019
Q3 		$7.26M Sell
44,622
-646
-1% -$103K 1.64% 22
2019
Q2 		$7.76M Sell
45,268
-384
-0.8% -$62.9K 1.77% 19
2019
Q1 		$7.21M Buy
45,652
+3,842
+9% +$576K 1.7% 16
2018
Q4 		$5.59M Buy
41,810
+19,241
+85% +$2.72M 1.59% 20
2018
Q3 		$3.3M Buy
22,569
+1,285
+6% +$181K 0.76% 45
2018
Q2 		$2.83M Sell
21,284
-460
-2% -$68.9K 0.78% 42
2018
Q1 		$3.52M Sell
21,744
-65
-0.3% -$11.2K 1.01% 35
2017
Q4 		$3.85M Sell
21,809
-955
-4% -$163K 1.08% 37
2017
Q3 		$3.83M Buy
22,764
+962
+4% +$156K 1.04% 35
2017
Q2 		$3.54M Sell
21,802
-15,067
-41% -$2.34M 1.13% 35
2017
Q1 		$5.58M Sell
36,869
-16,763
-31% -$2.48M 1.77% 16
2016
Q4 		$7.33M Buy
53,632
+78
+0.1% +$10.4K 2.33% 6
2016
Q3 		$6.86M Buy
53,554
+1,480
+3% +$180K 2.2% 6
2016
Q2 		$5.86M Buy
52,074
+435
+0.8% +$49.3K 2.12% 12
2016
Q1 		$5.68M Buy
51,639
+22,169
+75% +$2.14M 2.34% 14
2015
Q4 		$2.59M Sell
29,470
-3,377
-10% -$337K 1.09% 41
2015
Q3 		$3.57M Buy
32,847
+425
+1% +$52.5K 1.59% 23
2015
Q2 		$4.25M Buy
32,422
+1,399
+5% +$192K 1.86% 19
2015
Q1 		$4.3M Buy
31,023
+1,740
+6% +$245K 2% 20
2014
Q4 		$4.22M Sell
29,283
-212
-0.7% -$30K 2.19% 14
2014
Q3 		$3.89M Buy
29,495
+957
+3% +$138K 2.19% 13
2014
Q2 		$4.4M Buy
28,538
+85
+0.3% +$12.9K 2.32% 7
2014
Q1 		$4.24M Sell
28,453
-39
-0.1% -$5.42K 2.15% 7
2013
Q4 		$4.02M Buy
28,492
+172
+0.6% +$22.8K 2.07% 7
2013
Q3 		$3.76M Buy
28,320
+135
+0.5% +$16.7K 2.08% 9
2013
Q2 		$3.06M Buy
+28,185
New +$3.2M 1.67% 18

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

West Coast Financial's CMI Position: Q2 2025 in Review

West Coast Financial sold out of Cummins (CMI) in Q2 2025, closing a stake of 3,873 shares — an estimated $1.21M sold.

West Coast Financial first reported a position in CMI in Q2 2013 and held it in 48 quarters. The position peaked at $9M in Q4 2022. 1,562 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

  • West Coast Financial reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 3,873 Cummins shares in Q2 2025, an estimated $1.21M.
  • West Coast Financial first reported a position in Cummins in Q2 2013 and held it in 48 quarters.
  • West Coast Financial's Cummins position peaked at $9M in Q4 2022.
  • 1,562 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.