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Wimmer Associates 1’s Cummins CMI Stock Holding History

Wimmer Associates 1’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 		$374K Hold
524
– – 0.17% 89
2026
Q1 		$282K Sell
524
-10
-2% -$5.66K 0.14% 96
2025
Q4 		$273K Hold
534
– – 0.13% 97
2025
Q3 		$226K Buy
+534
New +$205K 0.11% 106
2025
Q1 		– Sell
-626
Closed -$218K – 108
2024
Q4 		$218K Hold
626
– – 0.11% 108
2024
Q3 		$203K Buy
+626
New +$185K 0.1% 111

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 $3.37T AUM 44.26% 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

Wimmer Associates 1's CMI Position: Q2 2026 in Review

Wimmer Associates 1 held its Cummins (CMI) position steady in Q2 2026 at 524 shares worth $374K. The position accounts for 0.17% of the portfolio, ranked #89.

Wimmer Associates 1 first reported a position in CMI in Q3 2024 and has held it in 6 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Wimmer Associates 1 held 524 shares of Cummins worth $374K as of Q2 2026.
  • Wimmer Associates 1 left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.17% of Wimmer Associates 1's portfolio in Q2 2026, its #89 holding.
  • Wimmer Associates 1 first reported a position in Cummins in Q3 2024 and has held it in 6 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wimmer Associates 1's 13F filing for Q2 2026, filed 14 Aug 2026.