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Williamson Legacy Group’s Cummins CMI Stock Holding History

Williamson Legacy 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 		$3.05M Buy
4,273
+2,234
+110% +$1.47M 1.51% 25
2026
Q1 		$1.1M Buy
2,039
+644
+46% +$364K 0.82% 51
2025
Q4 		$712K Buy
+1,395
New +$652K 0.56% 71
2025
Q2 		– Sell
-3,226
Closed -$1.01M – 112
2025
Q1 		$1.01M Buy
3,226
+250
+8% +$88.1K 0.96% 48
2024
Q4 		$1.04M Buy
+2,976
New +$1.05M 0.69% 40

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 $3.38T AUM 44.17% 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

Williamson Legacy Group's CMI Position: Q2 2026 in Review

Williamson Legacy Group increased its Cummins (CMI) stake by 110% in Q2 2026, buying an estimated $1.47M and bringing the position to 4,273 shares worth $3.05M. The position accounts for 1.51% of the portfolio, ranked #25.

Williamson Legacy Group first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Williamson Legacy Group held 4,273 shares of Cummins worth $3.05M as of Q2 2026.
  • Williamson Legacy Group bought 2,234 Cummins shares in Q2 2026, an estimated $1.47M.
  • Cummins made up 1.51% of Williamson Legacy Group's portfolio in Q2 2026, its #25 holding.
  • Williamson Legacy Group first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.