CMI — CUMMINS INC COM COM

Ownership history in WINDWARD CAPITAL MANAGEMENT CO /CA  ·  62 quarters on record

AI Ownership Summary

WINDWARD CAPITAL MANAGEMENT CO /CA reported CUMMINS INC COM COM (CMI) in 62 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.13% in 2025 Q4. The latest visible filing shows CMI at 2.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WINDWARD CAPITAL MANAGEMENT CO /CA's position in CUMMINS INC COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CMI was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMI stock page WINDWARD CAPITAL MANAGEMENT CO /CA fund profile WINDWARD CAPITAL MANAGEMENT CO /CA full holdings
How WINDWARD CAPITAL MANAGEMENT CO /CA held CMI — position size vs. price
% of Fund (quarterly)    CMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 52,628 -1,653 -3.0% 2.13% $26.9M 2026-02-14 (Est.) $599.00
2025 Q3 REDUCED 54,281 -301 -0.6% 1.83% $22.9M 2025-10-30 $434.74
2025 Q2 REDUCED 54,582 -124 -0.2% 1.52% $17.9M 2025-08-12 $394.00
2025 Q1 REDUCED 54,706 -1,356 -2.4% 1.48% $17.1M 2025-05-13 $328.47
2024 Q4 REDUCED 56,062 -70 -0.1% 1.49% $19.5M 2025-01-27 $340.85
2024 Q3 ADDED 56,132 +692 +1.2% 1.39% $18.2M 2024-11-01 $319.40
2024 Q2 REDUCED 55,440 -998 -1.8% 1.29% $15.4M 2024-08-06 $282.51
2024 Q1 REDUCED 56,438 -304 -0.5% 1.39% $16.6M 2024-05-07 $275.67
2023 Q4 REDUCED 56,742 -105 -0.2% 1.16% $13.6M 2024-01-16 $224.13
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMI

As of 2026 Q1 — sorted by position size

Two Point Capital Management, Inc. 3Y 6.49% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 5.89% Hamlin Capital Management, LLC 3Y 7Y 5.48% RBA Wealth Management, LLC 3Y 3.55% Eldred Rock Partners, LLC 3.44% Westhampton Capital, LLC 3Y 3.42% Dupree Financial Group, LLC 3.01% Atwater Malick LLC 3Y 7Y 2.99% FULCRUM WEALTH ADVISORS, LLC 2.91% Wallington Asset Management, LLC 3Y 7Y 2.46%

FAQ About WINDWARD CAPITAL MANAGEMENT CO /CA and CMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has WINDWARD CAPITAL MANAGEMENT CO /CA reported owning CMI?

WINDWARD CAPITAL MANAGEMENT CO /CA reported CMI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CMI position in WINDWARD CAPITAL MANAGEMENT CO /CA's portfolio?

The largest reported portfolio weight for CMI was 2.13% in 2025 Q4.

What is the latest reported CMI position on this page?

The most recent filing on this page is 2025 Q4, when WINDWARD CAPITAL MANAGEMENT CO /CA reported 52,628 shares, equal to 2.13% of portfolio, with an estimated market value of $26.9M.

What does the chart on this CMI ownership page compare?

The chart compares WINDWARD CAPITAL MANAGEMENT CO /CA's quarterly CMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to WINDWARD CAPITAL MANAGEMENT CO /CA Holdings