Wilson & Boucher Capital Management’s Cummins CMI Stock Holding History

Wilson & Boucher Capital 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
2026 Q1	$1.48M	Sell	2,760 -28	-1%	-$15.8K	0.99%	29
2025 Q4	$1.42M	Sell	2,788 -10	-0.4%	-$4.67K	0.93%	27
2025 Q3	$1.18M	Sell	2,798 -70	-2%	-$26.8K	0.78%	35
2025 Q2	$939K	Hold	2,868	–	–	0.66%	43
2025 Q1	$899K	Hold	2,868	–	–	0.67%	43
2024 Q4	$1,000K	Hold	2,868	–	–	0.71%	40
2024 Q3	$929K	Sell	2,868 -15	-0.5%	-$4.44K	0.64%	44
2024 Q2	$798K	Buy	2,883 +75	+3%	+$21.4K	0.61%	45
2024 Q1	$827K	Sell	2,808 -550	-16%	-$142K	0.65%	43
2023 Q4	$804K	Sell	3,358 -15	-0.4%	-$3.41K	0.68%	46
2023 Q3	$771K	Sell	3,373 -11	-0.3%	-$2.66K	0.73%	44
2023 Q2	$830K	Hold	3,384	–	–	0.75%	40
2023 Q1	$808K	Hold	3,384	–	–	0.78%	43
2022 Q4	$820K	Buy	3,384 +250	+8%	+$59.5K	0.84%	42
2022 Q3	$638K	Buy	3,134 +200	+7%	+$42.6K	0.74%	43
2022 Q2	$568K	Sell	2,934 -50	-2%	-$10K	0.62%	51
2022 Q1	$612K	Hold	2,984	–	–	0.55%	57
2021 Q4	$651K	Buy	+2,984	New	+$680K	0.59%	54

Other funds holding CMI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wilson & Boucher Capital Management's CMI Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Cummins (CMI) stake by 1% in Q1 2026, selling an estimated $15.8K and leaving 2,760 shares worth $1.48M. The position accounts for 0.99% of the portfolio, ranked #29.

Wilson & Boucher Capital Management first reported a position in CMI in Q4 2021 and has held it in 18 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Wilson & Boucher Capital Management held 2,760 shares of Cummins worth $1.48M as of Q1 2026.
Wilson & Boucher Capital Management sold 28 Cummins shares in Q1 2026, an estimated $15.8K.
Cummins made up 0.99% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #29 holding.
Wilson & Boucher Capital Management first reported a position in Cummins in Q4 2021 and has held it in 18 quarters since.
1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.