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Frank Rimerman Advisors’s Cummins CMI Stock Holding History

Frank Rimerman 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 		$2.01M Buy
3,739
+1
+0% +$566 0.13% 123
2025
Q4 		$1.91M Buy
3,738
+18
+0.5% +$8.41K 0.12% 134
2025
Q3 		$1.57M Buy
3,720
+389
+12% +$149K 0.1% 150
2025
Q2 		$1.09M Sell
3,331
-164
-5% -$50.8K 0.07% 198
2025
Q1 		$1.1M Sell
3,495
-66
-2% -$23.3K 0.09% 186
2024
Q4 		$1.24M Buy
3,561
+67
+2% +$23.5K 0.09% 164
2024
Q3 		$1.13M Buy
3,494
+26
+0.7% +$7.7K 0.08% 196
2024
Q2 		$960K Buy
3,468
+3,455
+26,577% +$987K 0.07% 226
2024
Q1 		$3.83K Hold
13
– – ﹤0.01% 225
2023
Q4 		$3.11K Buy
+13
New +$2.96K ﹤0.01% 231

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

Frank Rimerman Advisors's CMI Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Cummins (CMI) stake by 0.03% in Q1 2026, buying an estimated $566 and bringing the position to 3,739 shares worth $2.01M. The position accounts for 0.13% of the portfolio, ranked #123.

Frank Rimerman 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.

  • Frank Rimerman Advisors held 3,739 shares of Cummins worth $2.01M as of Q1 2026.
  • Frank Rimerman Advisors bought 1 Cummins share in Q1 2026, an estimated $566.
  • Cummins made up 0.13% of Frank Rimerman Advisors's portfolio in Q1 2026, its #123 holding.
  • Frank Rimerman 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 Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.