Wilkinson Global Asset Management’s Cummins CMI Stock Holding History

Wilkinson Global Asset Management’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
2025 Q2	–	Sell	-805	Closed	-$252K	–	75
2025 Q1	$252K	Sell	805 -55	-6%	-$19.4K	0.02%	71
2024 Q4	$300K	Hold	860	–	–	0.02%	67
2024 Q3	$278K	Hold	860	–	–	0.02%	73
2024 Q2	$238K	Hold	860	–	–	0.01%	75
2024 Q1	$253K	Sell	860 -130	-13%	-$33.5K	0.02%	78
2023 Q4	$237K	Hold	990	–	–	0.02%	81
2023 Q3	$226K	Hold	990	–	–	0.02%	87
2023 Q2	$243K	Hold	990	–	–	0.02%	85
2023 Q1	$236K	Sell	990 -100	-9%	-$24.4K	0.02%	86
2022 Q4	$264K	Hold	1,090	–	–	0.02%	76
2022 Q3	$222K	Sell	1,090 -300	-22%	-$63.8K	0.02%	86
2022 Q2	$269K	Sell	1,390 -105	-7%	-$21K	0.02%	70
2022 Q1	$307K	Hold	1,495	–	–	0.02%	73
2021 Q4	$326K	Sell	1,495 -430	-22%	-$98K	0.02%	75
2021 Q3	$432K	Sell	1,925 -106,204	-98%	-$24.9M	0.03%	69
2021 Q2	$26.4M	Sell	108,129 -431	-0.4%	-$110K	1.56%	27
2021 Q1	$28.1M	Buy	+108,560	New	+$27.1M	1.78%	25

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wilkinson Global Asset Management's CMI Position: Q2 2025 in Review

Wilkinson Global Asset Management sold out of Cummins (CMI) in Q2 2025, closing a stake of 805 shares — an estimated $252K sold.

Wilkinson Global Asset Management first reported a position in CMI in Q1 2021 and held it in 17 quarters. The position peaked at $28.1M in Q1 2021. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

Wilkinson Global Asset Management reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
Wilkinson Global Asset Management sold 805 Cummins shares in Q2 2025, an estimated $252K.
Wilkinson Global Asset Management first reported a position in Cummins in Q1 2021 and held it in 17 quarters.
Wilkinson Global Asset Management's Cummins position peaked at $28.1M in Q1 2021.
1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.