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CBIZ Investment Advisory Services’s Cummins CMI Stock Holding History

CBIZ Investment Advisory Services’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 		$38.2K Sell
71
-21
-23% -$11.9K ﹤0.01% 101
2025
Q4 		$47K Buy
92
+12
+15% +$5.61K ﹤0.01% 147
2025
Q3 		$33.8K Buy
80
+2
+3% +$767 ﹤0.01% 177
2025
Q2 		$25.5K Buy
78
+4
+5% +$1.24K ﹤0.01% 224
2025
Q1 		$23.2K Buy
74
+9
+14% +$3.17K ﹤0.01% 210
2024
Q4 		$22.7K Buy
+65
New +$22.8K ﹤0.01% 203

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

CBIZ Investment Advisory Services's CMI Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Cummins (CMI) stake by 23% in Q1 2026, selling an estimated $11.9K and leaving 71 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #101.

CBIZ Investment Advisory Services first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $47K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • CBIZ Investment Advisory Services held 71 shares of Cummins worth $38.2K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 21 Cummins shares in Q1 2026, an estimated $11.9K.
  • Cummins made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #101 holding.
  • CBIZ Investment Advisory Services first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Cummins position peaked at $47K in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.