Winnow Wealth’s Cummins CMI Stock Holding History

Winnow Wealth’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	–	Sell	-1	Closed	-$511	–	201
2025 Q4	$511	Hold	1	–	–	﹤0.01%	489
2025 Q3	$423	Buy	+1	New	+$383	﹤0.01%	481
2025 Q2	–	Sell	-5	Closed	-$1.33K	–	258
2025 Q1	$1.33K	Buy	5 +2	+67%	+$705	﹤0.01%	353
2024 Q4	$997	Buy	+3	New	+$1.05K	﹤0.01%	344

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 $295B AUM 31.6% 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

Winnow Wealth's CMI Position: Q1 2026 in Review

Winnow Wealth sold out of Cummins (CMI) in Q1 2026, closing a stake of 1 share — an estimated $511 sold.

Winnow Wealth first reported a position in CMI in Q4 2024 and held it in 4 quarters. The position peaked at $1.33K in Q1 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Winnow Wealth reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 1 Cummins share in Q1 2026, an estimated $511.
Winnow Wealth first reported a position in Cummins in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Cummins position peaked at $1.33K in Q1 2025.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.