Westwind Capital
CMI icon

Westwind Capital’s Cummins CMI Stock Holding History

Westwind Capital’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
Q3 		– Sell
-2,380
Closed -$170K – 91
2026
Q2 		$170K Buy
2,380
+2,208
+1,284% +$1.45M 0.04% 77
2026
Q1 		$93K Buy
+172
New +$97.3K 0.02% 63

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Assenagon Asset Management
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Hamlin Capital Management
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Westwind Capital's CMI Position: Q3 2026 in Review

Westwind Capital sold out of Cummins (CMI) in Q3 2026, closing a stake of 2,380 shares — an estimated $170K sold.

Westwind Capital first reported a position in CMI in Q1 2026 and held it in 2 quarters. The position peaked at $170K in Q2 2026. 849 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Westwind Capital reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
  • Westwind Capital sold 2,380 Cummins shares in Q3 2026, an estimated $170K.
  • Westwind Capital first reported a position in Cummins in Q1 2026 and held it in 2 quarters.
  • Westwind Capital's Cummins position peaked at $170K in Q2 2026.
  • 849 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.