Choate Investment Advisors’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$415K Buy
771
+114
+17% +$64.5K 0.01% 327
2025
Q4
$335K Sell
657
-102
-13% -$47.7K 0.01% 362
2025
Q3
$321K Hold
759
0.01% 350
2025
Q2
$249K Hold
759
0.01% 365
2025
Q1
$238K Sell
759
-9
-1% -$3.17K 0.01% 360
2024
Q4
$268K Buy
768
+88
+13% +$30.9K 0.01% 346
2024
Q3
$220K Sell
680
-210
-24% -$62.2K 0.01% 358
2024
Q2
$246K Buy
890
+3
+0.3% +$857 0.01% 334
2024
Q1
$261K Hold
887
0.01% 351
2023
Q4
$212K Buy
+887
New +$202K 0.01% 356

Other funds holding CMI

Choate Investment Advisors's CMI Position: Q1 2026 in Review

Choate Investment Advisors increased its Cummins (CMI) stake by 17% in Q1 2026, buying an estimated $64.5K and bringing the position to 771 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #327.

Choate Investment Advisors first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Choate Investment Advisors held 771 shares of Cummins worth $415K as of Q1 2026.
  • Choate Investment Advisors bought 114 Cummins shares in Q1 2026, an estimated $64.5K.
  • Cummins made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #327 holding.
  • Choate Investment Advisors first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.