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Westfuller Advisors’s Cummins CMI Stock Holding History

Westfuller Advisors’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 		$181K Buy
336
+11
+3% +$6.22K 0.08% 138
2025
Q4 		$166K Sell
325
-107
-25% -$50K 0.07% 163
2025
Q3 		$183K Buy
+432
New +$166K 0.08% 155

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

Westfuller Advisors's CMI Position: Q1 2026 in Review

Westfuller Advisors increased its Cummins (CMI) stake by 3.4% in Q1 2026, buying an estimated $6.22K and bringing the position to 336 shares worth $181K. The position accounts for 0.08% of the portfolio, ranked #138.

Westfuller Advisors first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $183K in Q3 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Westfuller Advisors held 336 shares of Cummins worth $181K as of Q1 2026.
  • Westfuller Advisors bought 11 Cummins shares in Q1 2026, an estimated $6.22K.
  • Cummins made up 0.08% of Westfuller Advisors's portfolio in Q1 2026, its #138 holding.
  • Westfuller Advisors first reported a position in Cummins in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Cummins position peaked at $183K in Q3 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.