Bellwether Advisors’s Cummins CMI Stock Holding History

Bellwether 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	$1.66M	Buy	+3,081	New	+$1.74M	0.28%	80
2025 Q3	–	Sell	-137	Closed	-$44.9K	–	217
2025 Q2	$44.9K	Hold	137	–	–	0.01%	232
2025 Q1	$42.9K	Hold	137	–	–	0.01%	230
2024 Q4	$47.8K	Buy	+137	New	+$48.1K	0.01%	237
2023 Q2	–	Sell	-4,747	Closed	-$1.13M	–	151
2023 Q1	$1.13M	Sell	4,747 -2,468	-34%	-$603K	0.31%	64
2022 Q4	$1.75M	Buy	7,215 +7,159	+12,784%	+$1.7M	0.51%	45
2022 Q3	$11K	Hold	56	–	–	﹤0.01%	251
2022 Q2	$10K	Hold	56	–	–	﹤0.01%	247
2022 Q1	$11K	Hold	56	–	–	﹤0.01%	303
2021 Q4	$12K	Hold	56	–	–	﹤0.01%	312
2021 Q3	$12K	Hold	56	–	–	﹤0.01%	288
2021 Q2	$13K	Hold	56	–	–	﹤0.01%	247
2021 Q1	$14K	Hold	56	–	–	0.01%	220
2020 Q4	$12K	Buy	+56	New	+$12.6K	0.01%	219

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Advisors's CMI Position: Q1 2026 in Review

Bellwether Advisors opened a new position in Cummins (CMI) in Q1 2026: 3,081 shares worth $1.66M. The stake represents 0.28% of the portfolio and ranks #80 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in CMI as recently as Q2 2025.

Bellwether Advisors first reported a position in CMI in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.75M in Q4 2022. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Bellwether Advisors held 3,081 shares of Cummins worth $1.66M as of Q1 2026.
Cummins was a new Bellwether Advisors position in Q1 2026.
Cummins made up 0.28% of Bellwether Advisors's portfolio in Q1 2026, its #80 holding.
Bellwether Advisors first reported a position in Cummins in Q4 2020 and has held it in 14 quarters since.
Bellwether Advisors's Cummins position peaked at $1.75M in Q4 2022.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.