CMI position history
The shares of Cummins (CMI) that Murphy Pohlad Asset Management LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 12,050 shares, $2.7M, 1.1% of portfolio
- 2021 Q4: 11,965 shares, $2.6M, 1.0% of portfolio, Reduce −0.7%
- 2022 Q1: 11,965 shares, $2.5M, 0.99% of portfolio
- 2022 Q2: 12,595 shares, $2.4M, 1.1% of portfolio, Add +5.3%
- 2022 Q3: 12,580 shares, $2.6M, 1.2% of portfolio, Reduce −0.1%
- 2022 Q4: 12,530 shares, $3M, 1.2% of portfolio, Reduce −0.4%
- 2023 Q1: 12,410 shares, $3M, 1.2% of portfolio, Reduce −1.0%
- 2023 Q2: 9,835 shares, $2.4M, 1.0% of portfolio, Reduce −20.7%
- 2023 Q3: 9,090 shares, $2.1M, 0.91% of portfolio, Reduce −7.6%
- 2023 Q4: 9,010 shares, $2.2M, 0.89% of portfolio, Reduce −0.9%
- 2024 Q1: 8,810 shares, $2.6M, 1.0% of portfolio, Reduce −2.2%
- 2024 Q2: 8,010 shares, $2.2M, 0.96% of portfolio, Reduce −9.1%
- 2024 Q3: 7,700 shares, $2.5M, 1.0% of portfolio, Reduce −3.9%
- 2024 Q4: 7,515 shares, $2.6M, 1.1% of portfolio, Reduce −2.4%
- 2025 Q1: 7,490 shares, $2.3M, 1.00% of portfolio, Reduce −0.3%
- 2025 Q2: 7,490 shares, $2.5M, 1.0% of portfolio
- 2025 Q3: 7,415 shares, $3.1M, 1.2% of portfolio, Reduce −1.0%
- 2025 Q4: 7,391 shares, $3.8M, 1.4% of portfolio, Reduce −0.3%
- 2026 Q1: 7,486 shares, $4M, 1.4% of portfolio, Add +1.3%
- 2026 Q2: 6,996 shares, $5M, 1.7% of portfolio, Reduce −6.5%
- 2026 Q3: 6,796 shares, $3.5M, 1.2% of portfolio, Reduce −2.9%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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