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Baldwin Investment Management’s Cummins CMI Stock Holding History

Baldwin Investment Management’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
Q1 		$659K Sell
1,225
-15
-1% -$8.49K 0.08% 138
2025
Q4 		$633K Hold
1,240
– – 0.07% 140
2025
Q3 		$524K Hold
1,240
– – 0.06% 149
2025
Q2 		$406K Hold
1,240
– – 0.05% 165
2025
Q1 		$389K Sell
1,240
-370
-23% -$130K 0.05% 165
2024
Q4 		$561K Sell
1,610
-465
-22% -$163K 0.07% 143
2024
Q3 		$672K Sell
2,075
-35
-2% -$10.4K 0.08% 134
2024
Q2 		$584K Buy
2,110
+495
+31% +$141K 0.08% 140
2024
Q1 		$476K Buy
1,615
+75
+5% +$19.3K 0.06% 156
2023
Q4 		$369K Sell
1,540
-75
-5% -$17.1K 0.06% 157
2023
Q3 		$369K Hold
1,615
– – 0.06% 148
2023
Q2 		$396K Hold
1,615
– – 0.07% 152
2023
Q1 		$386K Sell
1,615
-25
-2% -$6.1K 0.07% 153
2022
Q4 		$397K Hold
1,640
– – 0.07% 150
2022
Q3 		$334 Sell
1,640
-230
-12% -$48.9K 0.07% 157
2022
Q2 		$362 Sell
1,870
-515
-22% -$103K 0.07% 169
2022
Q1 		$489 Sell
2,385
-775
-25% -$168K 0.07% 155
2021
Q4 		$689 Sell
3,160
-390
-11% -$88.9K 0.11% 136
2021
Q3 		$797K Sell
3,550
-1,025
-22% -$240K 0.14% 117
2021
Q2 		$1.11M Buy
4,575
+40
+0.9% +$10.2K 0.19% 93
2021
Q1 		$1.18M Buy
4,535
+1,010
+29% +$252K 0.21% 85
2020
Q4 		$801K Buy
3,525
+2,455
+229% +$551K 0.16% 107
2020
Q3 		$226K Buy
+1,070
New +$213K 0.05% 193

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Investment Management's CMI Position: Q1 2026 in Review

Baldwin Investment Management reduced its Cummins (CMI) stake by 1.2% in Q1 2026, selling an estimated $8.49K and leaving 1,225 shares worth $659K. The position accounts for 0.08% of the portfolio, ranked #138.

Baldwin Investment Management first reported a position in CMI in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.18M in Q1 2021. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Baldwin Investment Management held 1,225 shares of Cummins worth $659K as of Q1 2026.
  • Baldwin Investment Management sold 15 Cummins shares in Q1 2026, an estimated $8.49K.
  • Cummins made up 0.08% of Baldwin Investment Management's portfolio in Q1 2026, its #138 holding.
  • Baldwin Investment Management first reported a position in Cummins in Q3 2020 and has held it in 23 quarters since.
  • Baldwin Investment Management's Cummins position peaked at $1.18M in Q1 2021.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.