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Whipplewood Advisors’s Cummins CMI Stock Holding History

Whipplewood 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 		$19.4K Buy
+36
New +$20.4K 0.01% 399
2025
Q3 		– Sell
-40
Closed -$13.1K – 471
2025
Q2 		$13.1K Buy
40
+34
+567% +$10.5K 0.01% 523
2025
Q1 		$11.9K Sell
6
-33
-85% -$11.6K 0.01% 532
2024
Q4 		$13.6K Buy
+39
New +$13.7K 0.01% 505

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

Whipplewood Advisors's CMI Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Cummins (CMI) in Q1 2026: 36 shares worth $19.4K. The stake represents 0.01% of the portfolio and ranks #399 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in CMI as recently as Q2 2025.

Whipplewood Advisors first reported a position in CMI in Q4 2024 and has held it in 4 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Whipplewood Advisors held 36 shares of Cummins worth $19.4K as of Q1 2026.
  • Cummins was a new Whipplewood Advisors position in Q1 2026.
  • Cummins made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #399 holding.
  • Whipplewood Advisors first reported a position in Cummins in Q4 2024 and has held it in 4 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.