Beaton Management Company’s Cummins CMI Stock Holding History

Beaton Management Company’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	$250K	Buy	+350	New	+$231K	0.1%	139

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beaton Management Company's CMI Position: Q2 2026 in Review

Beaton Management Company opened a new position in Cummins (CMI) in Q2 2026: 350 shares worth $250K. The stake represents 0.1% of the portfolio and ranks #139 among its holdings.

2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Beaton Management Company held 350 shares of Cummins worth $250K as of Q2 2026.
Cummins was a new Beaton Management Company position in Q2 2026.
Cummins made up 0.1% of Beaton Management Company's portfolio in Q2 2026, its #139 holding.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.