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Choate Investment Advisors’s Cummins CMI Stock Holding History

Choate Investment 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 		$549K Sell
770
-1
-0.1% -$659 0.01% 309
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

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 $3.37T AUM 44.26% 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

Choate Investment Advisors's CMI Position: Q2 2026 in Review

Choate Investment Advisors reduced its Cummins (CMI) stake by 0.13% in Q2 2026, selling an estimated $659 and leaving 770 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #309.

Choate Investment Advisors first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Choate Investment Advisors held 770 shares of Cummins worth $549K as of Q2 2026.
  • Choate Investment Advisors sold 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #309 holding.
  • Choate Investment Advisors first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.