Westfield Capital Management
CMI icon

Westfield Capital Management’s Cummins CMI Stock Holding History

Westfield 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 		$11M Sell
15,389
-26
-0.2% -$17.1K 0.04% 214
2026
Q1 		$8.29M Buy
15,415
+141
+0.9% +$79.8K 0.03% 188
2025
Q4 		$7.8M Buy
+15,274
New +$7.14M 0.03% 191
2025
Q2 		– Sell
-21,762
Closed -$6.82M – 247
2025
Q1 		$6.82M Sell
21,762
-985
-4% -$347K 0.03% 199
2024
Q4 		$7.93M Sell
22,747
-773
-3% -$272K 0.03% 195
2024
Q3 		$7.62M Buy
23,520
+4,422
+23% +$1.31M 0.03% 206
2024
Q2 		$5.29M Buy
19,098
+1,302
+7% +$372K 0.03% 215
2024
Q1 		$5.24M Buy
+17,796
New +$4.59M 0.03% 218
2023
Q4 		– Sell
-25,745
Closed -$5.88M – 249
2023
Q3 		$5.88M Buy
25,745
+1,632
+7% +$394K 0.04% 194
2023
Q2 		$5.91M Sell
24,113
-393
-2% -$89K 0.04% 190
2023
Q1 		$5.85M Buy
24,506
+4,020
+20% +$981K 0.04% 189
2022
Q4 		$4.96M Buy
+20,486
New +$4.87M 0.04% 188
2021
Q1 		– Sell
-2,140
Closed -$486K – 254
2020
Q4 		$486K Buy
+2,140
New +$481K ﹤0.01% 242
2019
Q3 		– Sell
-36,500
Closed -$6.25M – 241
2019
Q2 		$6.25M Sell
36,500
-20
-0.1% -$3.27K 0.05% 207
2019
Q1 		$5.76M Sell
36,520
-155
-0.4% -$23.3K 0.04% 213
2018
Q4 		$4.9M Buy
+36,675
New +$5.18M 0.04% 210
2018
Q2 		– Sell
-32,300
Closed -$5.24M – 249
2018
Q1 		$5.24M Sell
32,300
-10
-0% -$1.72K 0.04% 219
2017
Q4 		$5.71M Sell
32,310
-140
-0.4% -$23.9K 0.04% 215
2017
Q3 		$5.45M Buy
+32,450
New +$5.25M 0.04% 214

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

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

Westfield Capital Management reduced its Cummins (CMI) stake by 0.17% in Q2 2026, selling an estimated $17.1K and leaving 15,389 shares worth $11M. The position accounts for 0.04% of the portfolio, ranked #214.

Westfield Capital Management first reported a position in CMI in Q3 2017 and has held it in 19 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Westfield Capital Management held 15,389 shares of Cummins worth $11M as of Q2 2026.
  • Westfield Capital Management sold 26 Cummins shares in Q2 2026, an estimated $17.1K.
  • Cummins made up 0.04% of Westfield Capital Management's portfolio in Q2 2026, its #214 holding.
  • Westfield Capital Management first reported a position in Cummins in Q3 2017 and has held it in 19 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.