Baker Boyer National Bank’s Cummins CMI Stock Holding History

Baker Boyer National Bank’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$437K	Buy	613 +15	+3%	+$9.88K	0.12%	60
2026 Q1	$322K	Hold	598	–	–	0.1%	65
2025 Q4	$305K	Hold	598	–	–	0.09%	73
2025 Q3	$253K	Buy	+598	New	+$229K	0.08%	74
2025 Q1	–	Sell	-971	Closed	-$338K	–	76
2024 Q4	$338K	Sell	971 -44	-4%	-$15.5K	0.12%	62
2024 Q3	$329K	Hold	1,015	–	–	0.11%	65
2024 Q2	$281K	Sell	1,015 -1,465	-59%	-$419K	0.1%	67
2024 Q1	$731K	Hold	2,480	–	–	0.25%	39
2023 Q4	$594K	Hold	2,480	–	–	0.22%	46
2023 Q3	$567K	Buy	2,480 +6	+0.2%	+$1.45K	0.23%	44
2023 Q2	$607K	Hold	2,474	–	–	0.22%	38
2023 Q1	$591K	Hold	2,474	–	–	0.23%	37
2022 Q4	$599K	Buy	2,474 +30	+1%	+$7.14K	0.25%	38
2022 Q3	$497K	Sell	2,444 -500	-17%	-$106K	0.22%	41
2022 Q2	$570K	Hold	2,944	–	–	0.29%	40
2022 Q1	$604K	Hold	2,944	–	–	0.29%	40
2021 Q4	$642K	Buy	+2,944	New	+$671K	0.3%	38
2021 Q2	$570K	Buy	+2,944	New	+$753K	0.29%	40
2018 Q1	$665K	Hold	4,100	–	–	2.01%	15
2017 Q4	$724K	Hold	4,100	–	–	2.18%	13
2017 Q3	$689K	Sell	4,100 -300	-7%	-$48.5K	2.27%	14
2017 Q2	$714K	Hold	4,400	–	–	2.85%	10
2017 Q1	$665K	Buy	4,400 +300	+7%	+$44.4K	2.72%	12
2016 Q4	$560K	Hold	4,100	–	–	2.43%	18
2016 Q3	$525K	Buy	4,100 +1,800	+78%	+$218K	2.16%	21
2016 Q2	$259K	Buy	+2,300	New	+$261K	1.18%	28

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baker Boyer National Bank's CMI Position: Q2 2026 in Review

Baker Boyer National Bank increased its Cummins (CMI) stake by 2.5% in Q2 2026, buying an estimated $9.88K and bringing the position to 613 shares worth $437K. The position accounts for 0.12% of the portfolio, ranked #60.

Baker Boyer National Bank first reported a position in CMI in Q2 2016 and has held it in 26 quarters since. The position peaked at $731K in Q1 2024. 951 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Baker Boyer National Bank held 613 shares of Cummins worth $437K as of Q2 2026.
Baker Boyer National Bank bought 15 Cummins shares in Q2 2026, an estimated $9.88K.
Cummins made up 0.12% of Baker Boyer National Bank's portfolio in Q2 2026, its #60 holding.
Baker Boyer National Bank first reported a position in Cummins in Q2 2016 and has held it in 26 quarters since.
Baker Boyer National Bank's Cummins position peaked at $731K in Q1 2024.
951 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.