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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
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 $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