CRA Financial Services
CMI icon

CRA Financial Services’s Cummins CMI Stock Holding History

CRA Financial 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
Q3 		$396K Sell
767
-6
-0.8% -$3.62K 0.04% 219
2026
Q2 		$551K Sell
773
-27
-3% -$17.8K 0.06% 187
2026
Q1 		$430K Buy
800
+93
+13% +$52.6K 0.06% 199
2025
Q4 		$361K Buy
707
+27
+4% +$12.6K 0.05% 216
2025
Q3 		$287K Buy
680
+9
+1% +$3.45K 0.04% 235
2025
Q2 		$220K Sell
671
-14
-2% -$4.33K 0.03% 265
2025
Q1 		$215K Hold
685
– – 0.04% 250
2024
Q4 		$239K Hold
685
– – 0.04% 227
2024
Q3 		$222K Buy
+685
New +$203K 0.04% 243
2024
Q2 		– Sell
-685
Closed -$202K – 252
2024
Q1 		$202K Buy
+685
New +$177K 0.04% 233

Other funds holding CMI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CRA Financial Services's CMI Position: Q3 2026 in Review

CRA Financial Services reduced its Cummins (CMI) stake by 0.78% in Q3 2026, selling an estimated $3.62K and leaving 767 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #219.

CRA Financial Services first reported a position in CMI in Q1 2024 and has held it in 10 quarters since. The position peaked at $551K in Q2 2026. 1,691 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • CRA Financial Services held 767 shares of Cummins worth $396K as of Q3 2026.
  • CRA Financial Services sold 6 Cummins shares in Q3 2026, an estimated $3.62K.
  • Cummins made up 0.04% of CRA Financial Services's portfolio in Q3 2026, its #219 holding.
  • CRA Financial Services first reported a position in Cummins in Q1 2024 and has held it in 10 quarters since.
  • CRA Financial Services's Cummins position peaked at $551K in Q2 2026.
  • 1,691 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.