BA
CMI icon

Bridgewater Advisors’s Cummins CMI Stock Holding History

Bridgewater 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 		$3.97M Buy
6,125
+359
+6% +$237K 0.22% 61
2026
Q1 		$4.09M Sell
5,766
-284
-5% -$161K 0.24% 56
2025
Q4 		$3.52M Buy
6,050
+68
+1% +$31.8K 0.23% 60
2025
Q3 		$2.76M Sell
5,982
-143
-2% -$54.8K 0.19% 67
2025
Q2 		$2.24M Sell
6,125
-326
-5% -$101K 0.17% 71
2025
Q1 		$1.89M Buy
+6,451
New +$2.27M 0.16% 78
2022
Q3 		– Sell
-6,600
Closed -$1.28M – 146
2022
Q2 		$1.28M Buy
6,600
+35
+0.5% +$7K 0.26% 64
2022
Q1 		$1.35M Buy
6,565
+213
+3% +$46.1K 0.33% 66
2021
Q4 		$1.39M Buy
6,352
+391
+7% +$89.1K 0.31% 70
2021
Q3 		$1.34M Sell
5,961
-122
-2% -$28.6K 0.37% 54
2021
Q2 		$1.48M Buy
6,083
+76
+1% +$19.4K 0.47% 54
2021
Q1 		$1.55M Buy
+6,007
New +$1.5M 0.79% 37

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

Bridgewater Advisors's CMI Position: Q2 2026 in Review

Bridgewater Advisors increased its Cummins (CMI) stake by 6.2% in Q2 2026, buying an estimated $237K and bringing the position to 6,125 shares worth $3.97M. The position accounts for 0.22% of the portfolio, ranked #61.

Bridgewater Advisors first reported a position in CMI in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.09M in Q1 2026. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Bridgewater Advisors held 6,125 shares of Cummins worth $3.97M as of Q2 2026.
  • Bridgewater Advisors bought 359 Cummins shares in Q2 2026, an estimated $237K.
  • Cummins made up 0.22% of Bridgewater Advisors's portfolio in Q2 2026, its #61 holding.
  • Bridgewater Advisors first reported a position in Cummins in Q1 2021 and has held it in 12 quarters since.
  • Bridgewater Advisors's Cummins position peaked at $4.09M in Q1 2026.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.