BFS
CMI icon

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
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 $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

Bare Financial Services's CMI Position: Q1 2026 in Review

Bare Financial Services increased its Cummins (CMI) stake by 15% in Q1 2026, buying an estimated $1.13K and bringing the position to 15 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Bare Financial Services first reported a position in CMI in Q2 2025 and has held it in 4 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Bare Financial Services held 15 shares of Cummins worth $8.07K as of Q1 2026.
  • Bare Financial Services bought 2 Cummins shares in Q1 2026, an estimated $1.13K.
  • Cummins made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #451 holding.
  • Bare Financial Services first reported a position in Cummins in Q2 2025 and has held it in 4 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.