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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
Q2 		$874K Hold
1,225
– – 0.08% 125
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 		$334K Sell
1,640
-230
-12% -$48.9K 0.07% 157
2022
Q2 		$362K Sell
1,870
-515
-22% -$103K 0.07% 169
2022
Q1 		$489K Sell
2,385
-775
-25% -$168K 0.07% 155
2021
Q4 		$689K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Baldwin Investment Management's CMI Position: Q2 2026 in Review

Baldwin Investment Management held its Cummins (CMI) position steady in Q2 2026 at 1,225 shares worth $874K. The position accounts for 0.08% of the portfolio, ranked #125.

Baldwin Investment Management first reported a position in CMI in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.18M in Q1 2021. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Baldwin Investment Management held 1,225 shares of Cummins worth $874K as of Q2 2026.
  • Baldwin Investment Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.08% of Baldwin Investment Management's portfolio in Q2 2026, its #125 holding.
  • Baldwin Investment Management first reported a position in Cummins in Q3 2020 and has held it in 24 quarters since.
  • Baldwin Investment Management's Cummins position peaked at $1.18M in Q1 2021.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.