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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
Q2 		– Sell
-18
Closed -$9.68K – 257
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westend Capital Management's CMI Position: Q2 2026 in Review

Westend Capital Management sold out of Cummins (CMI) in Q2 2026, closing a stake of 18 shares — an estimated $9.68K sold.

Westend Capital Management first reported a position in CMI in Q3 2014 and held it in 10 quarters. The position peaked at $18K in Q3 2014. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Westend Capital Management reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Westend Capital Management sold 18 Cummins shares in Q2 2026, an estimated $9.68K.
  • Westend Capital Management first reported a position in Cummins in Q3 2014 and held it in 10 quarters.
  • Westend Capital Management's Cummins position peaked at $18K in Q3 2014.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.