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Whittier Trust’s Cummins CMI Stock Holding History

Whittier Trust’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 		$1.19M Buy
2,151
+74
+4% +$41.9K 0.01% 329
2025
Q4 		$1.14M Sell
2,077
-590
-22% -$276K 0.01% 334
2025
Q3 		$1.15M Buy
2,667
+24
+0.9% +$9.2K 0.01% 324
2025
Q2 		$866K Hold
2,643
– – 0.01% 405
2025
Q1 		$828K Buy
2,643
+11
+0.4% +$3.88K 0.01% 409
2024
Q4 		$917K Sell
2,632
-127
-5% -$44.6K 0.01% 396
2024
Q3 		$893K Buy
2,759
+4
+0.1% +$1.19K 0.01% 405
2024
Q2 		$763K Buy
2,755
+33
+1% +$9.43K 0.01% 416
2024
Q1 		$802K Hold
2,722
– – 0.01% 402
2023
Q4 		$652K Sell
2,722
-26
-0.9% -$5.91K 0.01% 427
2023
Q3 		$628K Buy
2,748
+2
+0.1% +$483 0.01% 422
2023
Q2 		$673K Hold
2,746
– – 0.01% 415
2023
Q1 		$656K Buy
2,746
+484
+21% +$118K 0.01% 424
2022
Q4 		$548K Buy
2,262
+108
+5% +$25.7K 0.01% 448
2022
Q3 		$438K Sell
2,154
-43
-2% -$9.15K 0.01% 477
2022
Q2 		$425K Sell
2,197
-331
-13% -$66.2K 0.01% 486
2022
Q1 		$519K Buy
2,528
+166
+7% +$35.9K 0.01% 483
2021
Q4 		$515K Hold
2,362
– – 0.01% 473
2021
Q3 		$531K Hold
2,362
– – 0.01% 450
2021
Q2 		$576K Hold
2,362
– – 0.01% 448
2021
Q1 		$612K Sell
2,362
-49
-2% -$12.2K 0.01% 436
2020
Q4 		$547K Sell
2,411
-6
-0.2% -$1.35K 0.01% 420
2020
Q3 		$511K Hold
2,417
– – 0.01% 424
2020
Q2 		$419K Hold
2,417
– – 0.01% 422
2020
Q1 		$328K Sell
2,417
-441
-15% -$68.8K 0.01% 434
2019
Q4 		$512K Buy
2,858
+6
+0.2% +$1.06K 0.01% 400
2019
Q3 		$464K Buy
2,852
+21
+0.7% +$3.36K 0.01% 412
2019
Q2 		$486K Hold
2,831
– – 0.01% 392
2019
Q1 		$447K Hold
2,831
– – 0.01% 402
2018
Q4 		$378K Hold
2,831
– – 0.01% 401
2018
Q3 		$414K Hold
2,831
– – 0.01% 396
2018
Q2 		$377K Sell
2,831
-78
-3% -$11.7K 0.01% 405
2018
Q1 		$472K Buy
2,909
+1,284
+79% +$221K 0.02% 378
2017
Q4 		$287K Buy
1,625
+155
+11% +$26.5K 0.01% 441
2017
Q3 		$247K Sell
1,470
-3
-0.2% -$485 0.01% 459
2017
Q2 		$239K Hold
1,473
– – 0.01% 442
2017
Q1 		$223K Buy
1,473
+581
+65% +$86K 0.01% 447
2016
Q4 		$122K Hold
892
– – 0.01% 543
2016
Q3 		$114K Hold
892
– – 0.01% 544
2016
Q2 		$101K Hold
892
– – ﹤0.01% 583
2016
Q1 		$98K Sell
892
-750
-46% -$72.5K ﹤0.01% 591
2015
Q4 		$145K Sell
1,642
-1,032
-39% -$103K 0.01% 517
2015
Q3 		$290K Buy
2,674
+560
+26% +$69.2K 0.01% 404
2015
Q2 		$277K Buy
2,114
+1,142
+117% +$157K 0.01% 434
2015
Q1 		$134K Sell
972
-480
-33% -$67.7K 0.01% 535
2014
Q4 		$210K Buy
1,452
+11
+0.8% +$1.56K 0.01% 435
2014
Q3 		$190K Buy
1,441
+49
+4% +$7.07K 0.01% 439
2014
Q2 		$215K Hold
1,392
– – 0.01% 425
2014
Q1 		$208K Sell
1,392
-924
-40% -$128K 0.01% 435
2013
Q4 		$326K Buy
2,316
+291
+14% +$38.6K 0.02% 374
2013
Q3 		$269K Buy
2,025
+32
+2% +$3.95K 0.01% 399
2013
Q2 		$216K Buy
+1,993
New +$226K 0.01% 418

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

Whittier Trust's CMI Position: Q1 2026 in Review

Whittier Trust increased its Cummins (CMI) stake by 3.6% in Q1 2026, buying an estimated $41.9K and bringing the position to 2,151 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #329.

Whittier Trust first reported a position in CMI in Q2 2013 and has held it in 52 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Whittier Trust held 2,151 shares of Cummins worth $1.19M as of Q1 2026.
  • Whittier Trust bought 74 Cummins shares in Q1 2026, an estimated $41.9K.
  • Cummins made up 0.01% of Whittier Trust's portfolio in Q1 2026, its #329 holding.
  • Whittier Trust first reported a position in Cummins in Q2 2013 and has held it in 52 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.