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
Q2 		$1.91M Sell
2,683
-2
-0.1% -$1.32K 0.09% 88
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 $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 $3.37T AUM 44.26% 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

BBR Partners's CMI Position: Q2 2026 in Review

BBR Partners reduced its Cummins (CMI) stake by 0.07% in Q2 2026, selling an estimated $1.32K and leaving 2,683 shares worth $1.91M. The position accounts for 0.09% of the portfolio, ranked #88.

BBR Partners first reported a position in CMI in Q1 2021 and has held it in 11 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • BBR Partners held 2,683 shares of Cummins worth $1.91M as of Q2 2026.
  • BBR Partners sold 2 Cummins shares in Q2 2026, an estimated $1.32K.
  • Cummins made up 0.09% of BBR Partners's portfolio in Q2 2026, its #88 holding.
  • BBR Partners first reported a position in Cummins in Q1 2021 and has held it in 11 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.