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
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 $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

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

Westfield Capital Management increased its Cummins (CMI) stake by 0.92% in Q1 2026, buying an estimated $79.8K and bringing the position to 15,415 shares worth $8.29M. The position accounts for 0.03% of the portfolio, ranked #188.

Westfield Capital Management first reported a position in CMI in Q3 2017 and has held it in 18 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Westfield Capital Management held 15,415 shares of Cummins worth $8.29M as of Q1 2026.
  • Westfield Capital Management bought 141 Cummins shares in Q1 2026, an estimated $79.8K.
  • Cummins made up 0.03% of Westfield Capital Management's portfolio in Q1 2026, its #188 holding.
  • Westfield Capital Management first reported a position in Cummins in Q3 2017 and has held it in 18 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.