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BDF Gestion’s Cummins CMI Stock Holding History

BDF Gestion’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 		$4.35M Sell
3,517
-396
-10% -$261K 0.58% 36
2026
Q1 		$2.11M Hold
3,913
– – 0.28% 92
2025
Q4 		$2M Sell
3,913
-261
-6% -$122K 0.24% 102
2025
Q3 		$1.76M Sell
4,174
-868
-17% -$333K 0.21% 117
2025
Q2 		$1.65M Sell
5,042
-551
-10% -$171K 0.18% 116
2025
Q1 		$1.75M Hold
5,593
– – 0.19% 123
2024
Q4 		$1.95M Sell
5,593
-727
-12% -$255K 0.2% 115
2024
Q3 		$1.83M Hold
6,320
– – 0.2% 127
2024
Q2 		$1.75M Buy
+6,320
New +$1.81M 0.17% 134

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

BDF Gestion's CMI Position: Q2 2026 in Review

BDF Gestion reduced its Cummins (CMI) stake by 10% in Q2 2026, selling an estimated $261K and leaving 3,517 shares worth $4.35M. The position accounts for 0.58% of the portfolio, ranked #36.

BDF Gestion first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • BDF Gestion held 3,517 shares of Cummins worth $4.35M as of Q2 2026.
  • BDF Gestion sold 396 Cummins shares in Q2 2026, an estimated $261K.
  • Cummins made up 0.58% of BDF Gestion's portfolio in Q2 2026, its #36 holding.
  • BDF Gestion first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on BDF Gestion's 13F filing for Q2 2026, filed 7 Jul 2026.