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BridgePort Financial Solutions’s Cummins CMI Stock Holding History

BridgePort Financial Solutions’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 		$345K Sell
484
-53
-10% -$34.9K 0.09% 169
2026
Q1 		$289K Sell
537
-6
-1% -$3.4K 0.08% 181
2025
Q4 		$277K Hold
543
– – 0.07% 195
2025
Q3 		$229K Buy
+543
New +$208K 0.06% 213

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 $3.37T AUM 44.26% 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

BridgePort Financial Solutions's CMI Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its Cummins (CMI) stake by 9.9% in Q2 2026, selling an estimated $34.9K and leaving 484 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #169.

BridgePort Financial Solutions first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • BridgePort Financial Solutions held 484 shares of Cummins worth $345K as of Q2 2026.
  • BridgePort Financial Solutions sold 53 Cummins shares in Q2 2026, an estimated $34.9K.
  • Cummins made up 0.09% of BridgePort Financial Solutions's portfolio in Q2 2026, its #169 holding.
  • BridgePort Financial Solutions first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.