SEC 13F Intelligence

Waverton Investment Management Ltd / CMI

Waverton Investment Management Ltd’s Cummins Inc Position

Does Waverton Investment Management Ltd own Cummins Inc (CMI)? Not currently — the last reported position was 107.7K shares worth $26M in Q4 2023; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$26M
Q4 2023
Shares
107.7K
% of Portfolio
+0.63%
Quarters Held
6
position exited

Position History CMI

Reported value by quarter
Q3 ’22: $7MQ3 ’22Q4 ’22: $12,492Q4 ’22Q1 ’23: $15MQ1 ’23Q2 ’23: $22MQ2 ’23Q3 ’23: $22MQ3 ’23Q4 ’23: $26MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023107.7K$26M+0.63%
Q3 202398.3K$22M+0.65%
Q2 202389.3K$22M+0.62%
Q1 202364.5K$15M+0.48%
Q4 202251.6K$12,492+0.46%
Q3 202236.0K$7M+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of CMI.