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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
Q2 		$1.66M Sell
2,331
-19
-0.8% -$12.5K 0.28% 73
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 $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 $3.37T AUM 44.26% 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

Westover Capital Advisors's CMI Position: Q2 2026 in Review

Westover Capital Advisors reduced its Cummins (CMI) stake by 0.81% in Q2 2026, selling an estimated $12.5K and leaving 2,331 shares worth $1.66M. The position accounts for 0.28% of the portfolio, ranked #73.

Westover Capital Advisors first reported a position in CMI in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.27M in Q4 2019. 2,105 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Westover Capital Advisors held 2,331 shares of Cummins worth $1.66M as of Q2 2026.
  • Westover Capital Advisors sold 19 Cummins shares in Q2 2026, an estimated $12.5K.
  • Cummins made up 0.28% of Westover Capital Advisors's portfolio in Q2 2026, its #73 holding.
  • Westover Capital Advisors first reported a position in Cummins in Q1 2019 and has held it in 22 quarters since.
  • Westover Capital Advisors's Cummins position peaked at $2.27M in Q4 2019.
  • 2,105 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.