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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
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 $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

Bridgewater Advisors's CMI Position: Q1 2026 in Review

Bridgewater Advisors reduced its Cummins (CMI) stake by 4.7% in Q1 2026, selling an estimated $161K and leaving 5,766 shares worth $4.09M. The position accounts for 0.24% of the portfolio, ranked #56.

Bridgewater Advisors first reported a position in CMI in Q1 2021 and has held it in 11 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Bridgewater Advisors held 5,766 shares of Cummins worth $4.09M as of Q1 2026.
  • Bridgewater Advisors sold 284 Cummins shares in Q1 2026, an estimated $161K.
  • Cummins made up 0.24% of Bridgewater Advisors's portfolio in Q1 2026, its #56 holding.
  • Bridgewater Advisors first reported a position in Cummins in Q1 2021 and has held it in 11 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.