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Bell Investment Advisors’s Cummins CMI Stock Holding History

Bell Investment Advisors’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 		$148K Buy
275
+2
+0.7% +$1.13K 0.02% 143
2025
Q4 		$139K Buy
273
+14
+5% +$6.54K 0.02% 145
2025
Q3 		$109K Sell
259
-2
-0.8% -$767 0.02% 152
2025
Q2 		$85.5K Buy
261
+12
+5% +$3.71K 0.01% 178
2025
Q1 		$78K Sell
249
-2
-0.8% -$705 0.01% 166
2024
Q4 		$87.5K Sell
251
-15
-6% -$5.27K 0.02% 154
2024
Q3 		$86.1K Buy
266
+1
+0.4% +$296 0.02% 160
2024
Q2 		$73.4K Buy
265
+17
+7% +$4.86K 0.01% 174
2024
Q1 		$73.1K Sell
248
-6
-2% -$1.55K 0.01% 165
2023
Q4 		$60.9K Sell
254
-3
-1% -$682 0.01% 175
2023
Q3 		$58.7K Buy
257
+9
+4% +$2.17K 0.01% 167
2023
Q2 		$60.8K Sell
248
-1
-0.4% -$226 0.01% 149
2023
Q1 		$59.5K Buy
249
+5
+2% +$1.22K 0.01% 147
2022
Q4 		$59.1K Buy
244
+8
+3% +$1.9K 0.01% 147
2022
Q3 		$48K Sell
236
-38
-14% -$8.09K 0.01% 138
2022
Q2 		$53K Buy
+274
New +$54.8K 0.02% 131
2021
Q4 		$33K Sell
152
-29
-16% -$6.61K 0.01% 207
2021
Q3 		$41K Buy
+181
New +$42.4K 0.01% 167

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

Bell Investment Advisors's CMI Position: Q1 2026 in Review

Bell Investment Advisors increased its Cummins (CMI) stake by 0.73% in Q1 2026, buying an estimated $1.13K and bringing the position to 275 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #143.

Bell Investment Advisors first reported a position in CMI in Q3 2021 and has held it in 18 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Bell Investment Advisors held 275 shares of Cummins worth $148K as of Q1 2026.
  • Bell Investment Advisors bought 2 Cummins shares in Q1 2026, an estimated $1.13K.
  • Cummins made up 0.02% of Bell Investment Advisors's portfolio in Q1 2026, its #143 holding.
  • Bell Investment Advisors first reported a position in Cummins in Q3 2021 and has held it in 18 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.