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 Q2	$1.13M	Sell	1,583 -1	-0.1%	-$659	0.1%	106
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Guardian Partners's CMI Position: Q2 2026 in Review

Guardian Partners reduced its Cummins (CMI) stake by 0.06% in Q2 2026, selling an estimated $659 and leaving 1,583 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #106.

Guardian Partners first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Guardian Partners held 1,583 shares of Cummins worth $1.13M as of Q2 2026.
Guardian Partners sold 1 Cummins share in Q2 2026, an estimated $659.
Cummins made up 0.1% of Guardian Partners's portfolio in Q2 2026, its #106 holding.
Guardian Partners first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.