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Winthrop Capital Management’s Cummins CMI Stock Holding History

Winthrop 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
Q2 		$2.43M Hold
3,407
– – 0.59% 37
2026
Q1 		$1.83M Buy
3,407
+118
+4% +$66.8K 0.47% 44
2025
Q4 		$1.68M Sell
3,289
-839
-20% -$392K 0.39% 54
2025
Q3 		$1.74M Buy
4,128
+198
+5% +$75.9K 0.42% 48
2025
Q2 		$1.29M Sell
3,930
-178
-4% -$55.1K 0.33% 61
2025
Q1 		$1.29M Buy
4,108
+95
+2% +$33.5K 0.35% 58
2024
Q4 		$1.4M Buy
+4,013
New +$1.41M 0.37% 60
2024
Q1 		– Sell
-4,037
Closed -$967K – 178
2023
Q4 		$967K Buy
+4,037
New +$918K 0.32% 70

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

Winthrop Capital Management's CMI Position: Q2 2026 in Review

Winthrop Capital Management held its Cummins (CMI) position steady in Q2 2026 at 3,407 shares worth $2.43M. The position accounts for 0.59% of the portfolio, ranked #37.

Winthrop Capital Management first reported a position in CMI in Q4 2023 and has held it in 8 quarters since. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Winthrop Capital Management held 3,407 shares of Cummins worth $2.43M as of Q2 2026.
  • Winthrop Capital Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.59% of Winthrop Capital Management's portfolio in Q2 2026, its #37 holding.
  • Winthrop Capital Management first reported a position in Cummins in Q4 2023 and has held it in 8 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.