BP
CMI icon

BBR Partners’s Cummins CMI Stock Holding History

BBR Partners’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 		$1.44M Sell
2,685
-375
-12% -$212K 0.08% 86
2025
Q4 		$1.56M Sell
3,060
-17
-0.6% -$7.95K 0.08% 91
2025
Q3 		$1.3M Buy
3,077
+17
+0.6% +$6.52K 0.07% 94
2025
Q2 		$1M Sell
3,060
-4
-0.1% -$1.24K 0.06% 105
2025
Q1 		$960K Hold
3,064
– – 0.07% 100
2024
Q4 		$1.07M Sell
3,064
-18
-0.6% -$6.32K 0.07% 94
2024
Q3 		$998K Hold
3,082
– – 0.08% 85
2024
Q2 		$853K Sell
3,082
-30
-1% -$8.57K 0.07% 89
2024
Q1 		$917K Buy
+3,112
New +$802K 0.07% 93
2021
Q2 		– Sell
-803
Closed -$208K – 202
2021
Q1 		$208K Buy
+803
New +$201K 0.02% 195

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

BBR Partners's CMI Position: Q1 2026 in Review

BBR Partners reduced its Cummins (CMI) stake by 12% in Q1 2026, selling an estimated $212K and leaving 2,685 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #86.

BBR Partners first reported a position in CMI in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.56M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • BBR Partners held 2,685 shares of Cummins worth $1.44M as of Q1 2026.
  • BBR Partners sold 375 Cummins shares in Q1 2026, an estimated $212K.
  • Cummins made up 0.08% of BBR Partners's portfolio in Q1 2026, its #86 holding.
  • BBR Partners first reported a position in Cummins in Q1 2021 and has held it in 10 quarters since.
  • BBR Partners's Cummins position peaked at $1.56M in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.