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Westwood Holdings Group’s Cummins CMI Stock Holding History

Westwood Holdings Group’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 		$742K Buy
+1,041
New +$686K 0.01% 396
2017
Q3 		– Sell
-200
Closed -$32K – 440
2017
Q2 		$32K Buy
+200
New +$31K ﹤0.01% 463

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

Westwood Holdings Group's CMI Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Cummins (CMI) in Q2 2026: 1,041 shares worth $742K. The stake represents 0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in CMI as recently as Q2 2017.

Westwood Holdings Group first reported a position in CMI in Q2 2017 and has held it in 2 quarters since. 2,105 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Westwood Holdings Group held 1,041 shares of Cummins worth $742K as of Q2 2026.
  • Cummins was a new Westwood Holdings Group position in Q2 2026.
  • Cummins made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #396 holding.
  • Westwood Holdings Group first reported a position in Cummins in Q2 2017 and has held it in 2 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.