WCA
CMI icon

Westover Capital Advisors’s Cummins CMI Stock Holding History

Westover Capital 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 		$1.26M Sell
2,350
-7
-0.3% -$3.96K 0.23% 80
2025
Q4 		$1.2M Sell
2,357
-90
-4% -$42.1K 0.22% 88
2025
Q3 		$1.03M Sell
2,447
-129
-5% -$49.5K 0.19% 99
2025
Q2 		$844K Sell
2,576
-1,865
-42% -$577K 0.17% 106
2025
Q1 		$1.39M Sell
4,441
-178
-4% -$62.7K 0.31% 72
2024
Q4 		$1.61M Sell
4,619
-208
-4% -$73.1K 0.35% 68
2024
Q3 		$1.56M Sell
4,827
-49
-1% -$14.5K 0.3% 77
2024
Q2 		$1.35M Sell
4,876
-286
-6% -$81.7K 0.35% 70
2024
Q1 		$1.52M Buy
5,162
+410
+9% +$106K 0.45% 59
2023
Q4 		$1.14M Sell
4,752
-98
-2% -$22.3K 0.37% 70
2023
Q3 		$1.11M Sell
4,850
-324
-6% -$78.2K 0.4% 59
2023
Q2 		$1.27M Sell
5,174
-22
-0.4% -$4.98K 0.44% 59
2023
Q1 		$1.24M Sell
5,196
-221
-4% -$54K 0.46% 60
2022
Q4 		$1.31M Sell
5,417
-84
-2% -$20K 0.52% 57
2022
Q3 		$1.12M Buy
5,501
+237
+5% +$50.4K 0.43% 62
2022
Q2 		$1.02M Buy
+5,264
New +$1.05M 0.38% 64
2020
Q2 		– Sell
-2,317
Closed -$314K – 113
2020
Q1 		$314K Sell
2,317
-10,382
-82% -$1.62M 0.17% 89
2019
Q4 		$2.27M Sell
12,699
-54
-0.4% -$9.5K 1.02% 35
2019
Q3 		$2.08M Buy
12,753
+211
+2% +$33.8K 0.98% 37
2019
Q2 		$2.15M Buy
12,542
+10,656
+565% +$1.74M 1.06% 36
2019
Q1 		$298K Buy
+1,886
New +$283K 0.15% 96

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

Westover Capital Advisors's CMI Position: Q1 2026 in Review

Westover Capital Advisors reduced its Cummins (CMI) stake by 0.3% in Q1 2026, selling an estimated $3.96K and leaving 2,350 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #80.

Westover Capital Advisors first reported a position in CMI in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.27M in Q4 2019. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Westover Capital Advisors held 2,350 shares of Cummins worth $1.26M as of Q1 2026.
  • Westover Capital Advisors sold 7 Cummins shares in Q1 2026, an estimated $3.96K.
  • Cummins made up 0.23% of Westover Capital Advisors's portfolio in Q1 2026, its #80 holding.
  • Westover Capital Advisors first reported a position in Cummins in Q1 2019 and has held it in 21 quarters since.
  • Westover Capital Advisors's Cummins position peaked at $2.27M in Q4 2019.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.