Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Cummins Inc. (CMI)
← All CMI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 767,231 0.70 Add 1.63% 0.01 $510.05–674.75 · VW $618.60i $412,785,412 SEC
2025   Q4 754,938 0.68 Reduce 46.97% 0.52 $426.79–592.53 · VW $532.71i $385,358,087 SEC
2025   Q3 1,423,501 1.10 Reduce 6.54% 0.06 $354.68–449.21 · VW $413.86i $601,243,923 SEC
2025   Q2 1,523,048 0.97 Reduce 1.44% 0.01 $290.73–371.46 · VW $343.27i $498,798,125 SEC
2025   Q1 1,545,364 1.00 Add 0.32% <0.01 $260.02–387.44 · VW $313.77i $484,378,902 SEC
2024   Q4 1,540,432 1.20 Reduce 16.73% 0.21 $324.74–387.90 · VW $356.30i $536,994,560 SEC
2024   Q3 1,849,915 1.23 Reduce 7.39% 0.09 $278.20–340.82 · VW $316.00i $598,983,965 SEC
2024   Q2 1,997,498 1.23 Reduce 0.06% <0.01 $261.51–302.87 · VW $285.39i $553,167,257 SEC
2024   Q1 1,998,677 1.34 Add 0.15% <0.01 $236.00–304.25 · VW $274.25i $588,910,101 SEC
2023   Q4 1,995,739 1.14 Reduce 0.21% <0.01 $212.80–248.41 · VW $233.50i $478,119,120 SEC
2023   Q3 1,999,923 1.17 Reduce 2.34% 0.03 $214.31–265.28 · VW $231.96i $456,902,409 SEC
2023   Q2 2,047,794 1.29 Reduce 0.45% <0.01 $203.18–261.00 · VW $241.66i $502,037,177 SEC
2023   Q1 2,057,112 1.30 Add 0.06% <0.01 $217.31–261.91 · VW $238.09i $491,402,915 SEC
2022   Q4 2,055,849 1.37 Add 2.77% 0.04 $217.75–254.47 · VW $240.59i $498,111,654 SEC
2022   Q3 2,000,347 1.23 Add 0.09% <0.01 $200.40–246.25 · VW $230.39i $407,091,000 SEC
2022   Q2 1,998,602 1.09 Add 4.75% 0.05 $184.28–221.54 · VW $209.04i $386,789,000 SEC
2022   Q1 1,908,048 0.96 Reduce 0.08% <0.01 $188.42–234.20 · VW $203.94i $391,360,000 SEC
2021   Q4 1,909,566 1.05 Reduce 1.96% 0.02 $203.38–247.48 · VW $223.91i $416,553,000 SEC
2021   Q3 1,947,682 1.12 Reduce 1.83% 0.02 $217.50–243.26 · VW $233.53i $437,371,000 SEC
2021   Q2 1,984,065 1.21 Reduce 0.25% <0.01 $230.20–273.65 · VW $245.32i $483,735,000 SEC
2021   Q1 1,989,065 1.37 Reduce 5.15% 0.07 $228.21–277.09 · VW $252.45i $515,387,000 SEC
2020   Q4 2,097,125 1.34 Reduce 0.54% <0.01 $216.41–254.13 · VW $234.99i $476,257,000 SEC
2020   Q3 2,108,598 1.34 Reduce 4.67% 0.06 $192.74–231.35 · VW $214.66i $445,252,000 SEC
2020   Q2 2,211,884 1.20 Add 0.47% <0.01 $143.32–204.98 · VW $180.52i $383,231,000 SEC
2020   Q1 2,201,444 1.08 Add 17.58% 0.16 $101.03–170.11 · VW $144.88i $297,899,000 SEC
2019   Q4 1,872,216 0.92 Reduce 14.71% 0.15 $158.18–186.73 · VW $168.29i $335,052,000 SEC
2019   Q3 2,195,128 1.01 Reduce 5.06% 0.05 $141.14–180.56 · VW $164.73i $357,081,000 SEC
2019   Q2 2,312,020 1.07 Reduce 8.06% 0.09 $150.48–175.91 · VW $163.46i $396,142,000 SEC
2019   Q1 2,514,763 1.08 Reduce 0.86% <0.01 $145.80–169.45 · VW $160.51i $397,006,000 SEC
2018   Q4 2,536,573 0.98 Add 28.85% 0.22 $124.40–156.49 · VW $142.67i $338,988,000 SEC
2018   Q3 1,968,622 0.73 Add 0.04% <0.01 $124.72–153.94 · VW $138.45i $287,557,000 SEC
2018   Q2 1,967,755 0.65 Reduce 0.18% <0.01 $129.90–155.00 · VW $142.57i $261,711,000 SEC
2018   Q1 1,971,245 0.80 Reduce 0.77% <0.01 $154.58–190.25 · VW $168.23i $319,519,000 SEC
2017   Q4 1,986,510 0.83 Reduce 0.57% <0.01 $158.75–194.18 · VW $180.31i $350,897,000 SEC
2017   Q3 1,997,863 0.75 Add 2.03% 0.01 $150.25–180.86 · VW $169.33i $335,701,000 SEC
2017   Q2 1,958,189 0.77 Add 0.68% <0.01 $149.85–170.68 · VW $162.81i $317,657,000 SEC
2017   Q1 1,944,961 0.73 Add 1.56% 0.01 $143.83–155.51 · VW $150.09i $294,078,000 SEC
2016   Q4 1,915,092 0.67 Add 0.02% <0.01 $121.22–150.35 · VW $139.53i $261,736,000 SEC
2016   Q3 1,914,761 0.62 Reduce 0.38% <0.01 $116.03–131.04 · VW $124.96i $245,377,000 SEC
2016   Q2 1,921,998 0.55 Add 0.25% <0.01 $105.33–124.09 · VW $117.40i $216,109,000 SEC
2016   Q1 1,917,186 0.54 Add 33.74% 0.14 $86.83–118.74 · VW $107.53i $210,775,000 SEC
2015   Q4 1,433,533 0.32 Buy 0.32 $79.88–108.52 · VW $92.76i $126,165,000 SEC
Price snapshot:
Current price$664.39
Avg. buy price$124.67
+/- since buy432.91%
52-week low$330.19
52-week high$737.76