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D.B. Root & Company’s Cummins CMI Stock Holding History

D.B. Root & Company’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 		$1.16M Buy
2,156
+3
+0.1% +$1.7K 0.28% 51
2025
Q4 		$1.1M Buy
2,153
+7
+0.3% +$3.27K 0.27% 51
2025
Q3 		$906K Buy
2,146
+118
+6% +$45.2K 0.23% 69
2025
Q2 		$664K Sell
2,028
-224
-10% -$69.3K 0.2% 86
2025
Q1 		$706K Sell
2,252
-9
-0.4% -$3.17K 0.23% 80
2024
Q4 		$788K Sell
2,261
-4
-0.2% -$1.41K 0.25% 75
2024
Q3 		$733K Sell
2,265
-796
-26% -$236K 0.24% 77
2024
Q2 		$848K Sell
3,061
-2,031
-40% -$580K 0.29% 70
2024
Q1 		$1.5M Sell
5,092
-239
-4% -$61.6K 0.51% 46
2023
Q4 		$1.28M Buy
5,331
+50
+0.9% +$11.4K 0.46% 56
2023
Q3 		$1.21M Buy
5,281
+71
+1% +$17.1K 0.47% 55
2023
Q2 		$1.28M Buy
5,210
+195
+4% +$44.2K 0.48% 50
2023
Q1 		$1.2M Buy
5,015
+286
+6% +$69.8K 0.47% 60
2022
Q4 		$1.15M Buy
4,729
+200
+4% +$47.6K 0.48% 53
2022
Q3 		$921K Buy
4,529
+42
+0.9% +$8.94K 0.42% 65
2022
Q2 		$868K Buy
4,487
+148
+3% +$29.6K 0.37% 72
2022
Q1 		$890K Buy
4,339
+185
+4% +$40K 0.33% 74
2021
Q4 		$906K Buy
4,154
+56
+1% +$12.8K 0.33% 77
2021
Q3 		$920K Buy
4,098
+40
+1% +$9.37K 0.36% 70
2021
Q2 		$989K Buy
4,058
+36
+0.9% +$9.21K 0.37% 67
2021
Q1 		$1.04M Sell
4,022
-38
-0.9% -$9.49K 0.41% 58
2020
Q4 		$922K Buy
+4,060
New +$912K 0.37% 65

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

D.B. Root & Company's CMI Position: Q1 2026 in Review

D.B. Root & Company increased its Cummins (CMI) stake by 0.14% in Q1 2026, buying an estimated $1.7K and bringing the position to 2,156 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #51.

D.B. Root & Company first reported a position in CMI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.5M in Q1 2024. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • D.B. Root & Company held 2,156 shares of Cummins worth $1.16M as of Q1 2026.
  • D.B. Root & Company bought 3 Cummins shares in Q1 2026, an estimated $1.7K.
  • Cummins made up 0.28% of D.B. Root & Company's portfolio in Q1 2026, its #51 holding.
  • D.B. Root & Company first reported a position in Cummins in Q4 2020 and has held it in 22 quarters since.
  • D.B. Root & Company's Cummins position peaked at $1.5M in Q1 2024.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.