GP
CMI icon

Guardian Partners’s Cummins CMI Stock Holding History

Guardian Partners’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 		$852K Buy
1,584
+16
+1% +$9.05K 0.07% 122
2025
Q4 		$950K Buy
+1,568
New +$733K 0.08% 131

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

Guardian Partners's CMI Position: Q1 2026 in Review

Guardian Partners increased its Cummins (CMI) stake by 1% in Q1 2026, buying an estimated $9.05K and bringing the position to 1,584 shares worth $852K. The position accounts for 0.07% of the portfolio, ranked #122.

Guardian Partners first reported a position in CMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $950K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Guardian Partners held 1,584 shares of Cummins worth $852K as of Q1 2026.
  • Guardian Partners bought 16 Cummins shares in Q1 2026, an estimated $9.05K.
  • Cummins made up 0.07% of Guardian Partners's portfolio in Q1 2026, its #122 holding.
  • Guardian Partners first reported a position in Cummins in Q4 2025 and has held it in 2 quarters since.
  • Guardian Partners's Cummins position peaked at $950K in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.