Bank of Montreal
CMI icon

Bank of Montreal’s Cummins CMI Stock Holding History

Bank of Montreal’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
2019
Q4 		– Sell
-22,500
Closed -$3.66M – 4865
2019
Q3 		$3.66M Hold
22,500
– – ﹤0.01% 1336
2019
Q2 		$3.85M Buy
+22,500
New +$3.68M ﹤0.01% 1332

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

Bank of Montreal's CMI Position: Q2 2026 in Review

Bank of Montreal increased its Cummins (CMI) stake by 4% in Q2 2026, buying an estimated $8.42M and bringing the position to 329,721 shares worth $235M. The position accounts for 0.08% of the portfolio, ranked #199.

Bank of Montreal first reported a position in CMI in Q2 2013 and has held it in 53 quarters since. The position peaked at $254M in Q3 2017. 2,110 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Bank of Montreal held 329,721 shares of Cummins worth $235M as of Q2 2026.
  • Bank of Montreal bought 12,786 Cummins shares in Q2 2026, an estimated $8.42M.
  • Cummins made up 0.08% of Bank of Montreal's portfolio in Q2 2026, its #199 holding.
  • Bank of Montreal first reported a position in Cummins in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Cummins position peaked at $254M in Q3 2017.
  • 2,110 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.