Bristlecone Advisors’s Cummins CMI Stock Holding History

Bristlecone 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
2025 Q2	–	Sell	-703	Closed	-$220K	–	304
2025 Q1	$220K	Hold	703	–	–	0.02%	268
2024 Q4	$245K	Hold	703	–	–	0.02%	258
2024 Q3	$228K	Buy	+703	New	+$208K	0.02%	263

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bristlecone Advisors's CMI Position: Q2 2025 in Review

Bristlecone Advisors sold out of Cummins (CMI) in Q2 2025, closing a stake of 703 shares — an estimated $220K sold.

Bristlecone Advisors first reported a position in CMI in Q3 2024 and held it in 3 quarters. The position peaked at $245K in Q4 2024. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

Bristlecone Advisors reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
Bristlecone Advisors sold 703 Cummins shares in Q2 2025, an estimated $220K.
Bristlecone Advisors first reported a position in Cummins in Q3 2024 and held it in 3 quarters.
Bristlecone Advisors's Cummins position peaked at $245K in Q4 2024.
1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.