WELLS FARGO & COMPANY/MN

CIK

72971

City

SAN FRANCISCO

State / Country

Stock

CMI — Cummins Inc

Top Portfolio Positions

4,439 positions · $313,476,637,471 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	61,801,086	$15,684,497,613	5.00%
MSFT	Microsoft Corp Technology	33,827,214	$12,521,819,803	3.99%
NVDA	Nvidia Corp Technology	60,434,815	$10,539,831,733	3.36%
SPY	Spdr S&P 500 ETF Trust	13,330,486	$8,669,348,262	2.77%
AVGO	Broadcom Inc. Technology	26,192,540	$8,106,853,052	2.59%
GOOGL	Alphabet Inc. Communication Services	27,917,601	$8,027,985,340	2.56%
AMZN	Amazon Com Inc Consumer Cyclical	38,171,848	$7,950,050,780	2.54%
QQQ	Invesco Qqq Trust, Series 1	12,733,773	$7,349,679,099	2.34%
JPM	Jpmorgan Chase & Co Financial Services	23,034,231	$6,775,749,389	2.16%
META	Meta Platforms, Inc. Communication Services	9,895,119	$5,661,294,430	1.81%

Portfolio Trend

25 quarters · across all stocks

Holdings in CMI

Compact Export CSV

Shares Held

Position Value (USD)

30 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$331,796,393	616,699	+5.0%	Shares	Defined	2026-05-11
2025-12-31	$299,886,310	587,494	+23.5%	Shares	Defined	2026-02-13
2025-09-30	$200,971,246	475,818	+42.5%	Shares	Defined	2025-11-13
2025-06-30	$109,372,554	333,962	-1.1%	Shares	Defined	2025-08-14
2025-03-31	$105,879,090	337,797	+4.1%	Shares	Defined	2025-05-13
2024-12-31	$113,164,622	324,626	-6.8%	Shares	Defined	2025-02-13
2024-09-30	$112,814,587	348,419	+2.0%	Shares	Defined	2024-11-13
2024-06-30	$94,590,701	341,569	-1.1%	Shares	Defined	2024-08-13
2024-03-31	$101,765,036	345,376	-5.5%	Shares	Defined	2024-05-10
2023-12-31	$87,568,583	365,524	+915.3%	Shares	Defined	2024-02-09
2023-12-31	$8,624,520	36,000	+20.0%	Call	Defined	2024-02-09
2023-09-30	$6,853,800	30,000	-91.8%	Call	Defined	2023-11-13
2023-09-30	$83,807,122	366,835	+1122.8%	Shares	Defined	2023-11-13
2023-06-30	$7,354,800	30,000	-93.0%	Call	Defined	2023-08-15
2023-06-30	$104,488,172	426,204	-12.8%	Shares	Defined	2023-08-15
2023-03-31	$116,690,011	488,488	+1528.3%	Shares	Defined	2023-05-12
2023-03-31	$7,166,400	30,000	-14.3%	Call	Defined	2023-05-12
2022-12-31	$8,480,150	35,000	-93.1%	Put	Defined	2023-02-13
2022-12-31	$122,689,111	506,373	+20.7%	Shares	Defined	2023-02-13
2022-09-30	$85,375,088	419,513	-4.5%	Shares	Defined	2022-11-14
2022-06-30	$84,974,183	439,075	-23.5%	Shares	Defined	2022-08-12
2022-03-31	$117,740,726	574,037	+4.0%	Shares	Defined	2022-05-16
2021-12-31	$120,437,274	552,110	-42.6%	Shares	Defined	2022-02-14
2021-09-30	$215,821,917	961,088	-2.0%	Shares	Defined	2021-11-15
2021-06-30	$239,109,828	980,722	+7.2%	Shares	Defined	2021-08-16
2021-03-31	$237,153,274	915,261	-0.6%	Shares	Defined	2021-05-13
2020-12-31	$209,193,844	921,153	-33.4%	Shares	Defined	2021-02-09
2020-09-30	$292,212,917	1,383,846	-17.7%	Shares	Defined	2020-11-05
2020-06-30	$291,291,119	1,681,237	-10.5%	Shares	Defined	2020-08-13
2020-03-31	$254,103,352	1,877,796	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.