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Beese Fulmer Investment Management’s Cummins CMI Stock Holding History

Beese Fulmer Investment Management’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 		$23.6M Sell
43,913
-186
-0.4% -$105K 1.51% 18
2025
Q4 		$22.5M Buy
44,099
+124
+0.3% +$58K 1.47% 17
2025
Q3 		$18.6M Buy
43,975
+29
+0.1% +$11.1K 1.28% 25
2025
Q2 		$14.4M Buy
43,946
+1,279
+3% +$396K 1.07% 32
2025
Q1 		$13.4M Buy
42,667
+266
+0.6% +$93.7K 1.15% 31
2024
Q4 		$14.8M Sell
42,401
-434
-1% -$152K 1.26% 25
2024
Q3 		$13.9M Buy
42,835
+59
+0.1% +$17.5K 1.19% 29
2024
Q2 		$11.8M Buy
42,776
+874
+2% +$250K 1.08% 35
2024
Q1 		$12.3M Buy
41,902
+714
+2% +$184K 1.16% 34
2023
Q4 		$9.87M Buy
41,188
+478
+1% +$109K 1.02% 38
2023
Q3 		$9.3M Buy
40,710
+338
+0.8% +$81.6K 1.05% 34
2023
Q2 		$9.9M Buy
40,372
+519
+1% +$118K 1.07% 35
2023
Q1 		$9.52M Buy
39,853
+756
+2% +$185K 1.09% 38
2022
Q4 		$9.47M Buy
39,097
+1,264
+3% +$301K 1.14% 35
2022
Q3 		$7.7M Buy
37,833
+2,359
+7% +$502K 1.03% 34
2022
Q2 		$6.87M Buy
35,474
+614
+2% +$123K 0.88% 42
2022
Q1 		$7.15M Buy
34,860
+1,397
+4% +$302K 0.78% 47
2021
Q4 		$7.3M Buy
33,463
+1,076
+3% +$245K 0.76% 45
2021
Q3 		$7.27M Sell
32,387
-17
-0.1% -$3.98K 0.82% 42
2021
Q2 		$7.9M Buy
32,404
+99
+0.3% +$25.3K 0.89% 39
2021
Q1 		$8.37M Sell
32,305
-430
-1% -$107K 1.01% 35
2020
Q4 		$7.43M Sell
32,735
-16
-0% -$3.59K 0.95% 36
2020
Q3 		$6.92M Sell
32,751
-35
-0.1% -$6.97K 0.98% 33
2020
Q2 		$5.68M Sell
32,786
-564
-2% -$90.1K 0.84% 45
2020
Q1 		$4.51M Sell
33,350
-644
-2% -$100K 0.8% 49
2019
Q4 		$6.08M Buy
33,994
+218
+0.6% +$38.4K 0.85% 47
2019
Q3 		$5.49M Buy
33,776
+182
+0.5% +$29.1K 0.83% 48
2019
Q2 		$5.76M Sell
33,594
-697
-2% -$114K 1.09% 33
2019
Q1 		$5.41M Sell
34,291
-375
-1% -$56.3K 1.07% 37
2018
Q4 		$4.63M Buy
34,666
+290
+0.8% +$40.9K 1.04% 38
2018
Q3 		$5.02M Buy
34,376
+574
+2% +$80.8K 0.99% 41
2018
Q2 		$4.5M Buy
33,802
+237
+0.7% +$35.5K 0.94% 44
2018
Q1 		$5.44M Buy
33,565
+530
+2% +$91.1K 1.19% 32
2017
Q4 		$5.83M Buy
33,035
+201
+0.6% +$34.4K 1.25% 28
2017
Q3 		$5.52M Buy
32,834
+868
+3% +$140K 1.26% 28
2017
Q2 		$5.19M Buy
31,966
+284
+0.9% +$44.1K 1.24% 30
2017
Q1 		$4.79M Buy
31,682
+244
+0.8% +$36.1K 1.17% 32
2016
Q4 		$4.3M Sell
31,438
-122
-0.4% -$16.3K 1.11% 35
2016
Q3 		$4.04M Buy
31,560
+114
+0.4% +$13.8K 1.09% 36
2016
Q2 		$3.54M Sell
31,446
-340
-1% -$38.5K 1% 42
2016
Q1 		$3.38M Buy
31,786
+1,395
+5% +$135K 0.98% 44
2015
Q4 		$2.67M Sell
30,391
-216
-0.7% -$21.6K 0.82% 48
2015
Q3 		$3.32M Buy
30,607
+1,443
+5% +$178K 1.09% 35
2015
Q2 		$3.83M Buy
29,164
+604
+2% +$83.1K 1.23% 28
2015
Q1 		$3.96M Sell
28,560
-45
-0.2% -$6.34K 1.32% 27
2014
Q4 		$4.12M Buy
28,605
+449
+2% +$63.5K 1.29% 25
2014
Q3 		$3.72M Buy
28,156
+1,399
+5% +$202K 1.21% 28
2014
Q2 		$4.13M Buy
26,757
+414
+2% +$62.6K 1.34% 20
2014
Q1 		$3.92M Buy
26,343
+170
+0.6% +$23.6K 1.36% 23
2013
Q4 		$3.69M Buy
26,173
+550
+2% +$73K 1.31% 24
2013
Q3 		$3.4M Buy
25,623
+1,040
+4% +$128K 1.34% 23
2013
Q2 		$2.67M Buy
+24,583
New +$2.79M 1.14% 32

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

Beese Fulmer Investment Management's CMI Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Cummins (CMI) stake by 0.42% in Q1 2026, selling an estimated $105K and leaving 43,913 shares worth $23.6M. The position accounts for 1.51% of the portfolio, ranked #18.

Beese Fulmer Investment Management first reported a position in CMI in Q2 2013 and has held it in 52 quarters since. 1,955 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Beese Fulmer Investment Management held 43,913 shares of Cummins worth $23.6M as of Q1 2026.
  • Beese Fulmer Investment Management sold 186 Cummins shares in Q1 2026, an estimated $105K.
  • Cummins made up 1.51% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #18 holding.
  • Beese Fulmer Investment Management first reported a position in Cummins in Q2 2013 and has held it in 52 quarters since.
  • 1,955 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.