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Westend Capital Management’s Cummins CMI Stock Holding History

Westend 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 		$9.68K Hold
18
– – ﹤0.01% 160
2025
Q4 		$9.19K Sell
18
-10
-36% -$4.67K ﹤0.01% 159
2025
Q3 		$11.8K Buy
28
+10
+56% +$3.83K ﹤0.01% 129
2025
Q2 		$5.89K Hold
18
– – ﹤0.01% 159
2025
Q1 		$5.64K Hold
18
– – ﹤0.01% 142
2024
Q4 		$6.28K Hold
18
– – ﹤0.01% 148
2024
Q3 		$5.83K Hold
18
– – ﹤0.01% 157
2024
Q2 		$4.9K Hold
18
– – ﹤0.01% 147
2024
Q1 		$5.3K Buy
+18
New +$4.64K ﹤0.01% 157
2014
Q4 		– Sell
-135
Closed -$18K – 104
2014
Q3 		$18K Buy
+135
New +$19.5K 0.02% 73

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

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

Westend Capital Management held its Cummins (CMI) position steady in Q1 2026 at 18 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Westend Capital Management first reported a position in CMI in Q3 2014 and has held it in 10 quarters since. The position peaked at $18K in Q3 2014. 1,955 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Westend Capital Management held 18 shares of Cummins worth $9.68K as of Q1 2026.
  • Westend Capital Management left its Cummins share count unchanged in Q1 2026.
  • Cummins made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #160 holding.
  • Westend Capital Management first reported a position in Cummins in Q3 2014 and has held it in 10 quarters since.
  • Westend Capital Management's Cummins position peaked at $18K in Q3 2014.
  • 1,955 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.