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Bare Financial Services’s Cummins CMI Stock Holding History

Bare Financial Services’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 		$17.1K Buy
24
+9
+60% +$5.93K ﹤0.01% 347
2026
Q1 		$8.07K Buy
15
+2
+15% +$1.13K ﹤0.01% 451
2025
Q4 		$6.64K Hold
13
– – ﹤0.01% 419
2025
Q3 		$5.49K Hold
13
– – ﹤0.01% 501
2025
Q2 		$4.26K Buy
+13
New +$4.02K ﹤0.01% 570

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

Bare Financial Services's CMI Position: Q2 2026 in Review

Bare Financial Services increased its Cummins (CMI) stake by 60% in Q2 2026, buying an estimated $5.93K and bringing the position to 24 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Bare Financial Services first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Bare Financial Services held 24 shares of Cummins worth $17.1K as of Q2 2026.
  • Bare Financial Services bought 9 Cummins shares in Q2 2026, an estimated $5.93K.
  • Cummins made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #347 holding.
  • Bare Financial Services first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.