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Bigelow Investment Advisors’s Cummins CMI Stock Holding History

Bigelow 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
Q2 		$235K Buy
+330
New +$217K 0.09% 149
2020
Q4 		– Sell
-956
Closed -$202K – 140
2020
Q3 		$202K Sell
956
-250
-21% -$49.8K 0.12% 135
2020
Q2 		$209K Sell
1,206
-1,601
-57% -$256K 0.14% 132
2020
Q1 		$380K Sell
2,807
-441
-14% -$68.8K 0.29% 91
2019
Q4 		$581K Sell
3,248
-89
-3% -$15.7K 0.34% 83
2019
Q3 		$543K Sell
3,337
-29
-0.9% -$4.64K 0.35% 85
2019
Q2 		$577K Sell
3,366
-200
-6% -$32.7K 0.39% 74
2019
Q1 		$563K Sell
3,566
-749
-17% -$112K 0.39% 74
2018
Q4 		$577K Buy
4,315
+455
+12% +$64.2K 0.43% 72
2018
Q3 		$564K Hold
3,860
– – 0.38% 74
2018
Q2 		$513K Buy
3,860
+250
+7% +$37.4K 0.35% 85
2018
Q1 		$585K Buy
+3,610
New +$620K 0.4% 77

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 $3.38T AUM 44.17% 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

Bigelow Investment Advisors's CMI Position: Q2 2026 in Review

Bigelow Investment Advisors opened a new position in Cummins (CMI) in Q2 2026: 330 shares worth $235K. The stake represents 0.09% of the portfolio and ranks #149 among its holdings. This is a return to the name: Bigelow Investment Advisors previously reported a position in CMI as recently as Q3 2020.

Bigelow Investment Advisors first reported a position in CMI in Q1 2018 and has held it in 12 quarters since. The position peaked at $585K in Q1 2018. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Bigelow Investment Advisors held 330 shares of Cummins worth $235K as of Q2 2026.
  • Cummins was a new Bigelow Investment Advisors position in Q2 2026.
  • Cummins made up 0.09% of Bigelow Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • Bigelow Investment Advisors first reported a position in Cummins in Q1 2018 and has held it in 12 quarters since.
  • Bigelow Investment Advisors's Cummins position peaked at $585K in Q1 2018.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.