J. Safra Sarasin Holding
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J. Safra Sarasin Holding’s Cummins CMI Stock Holding History

J. Safra Sarasin Holding’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 		$1.16M Buy
1,816
+1,024
+129% +$675K 0.02% 359
2026
Q1 		$426K Buy
792
+71
+10% +$40.2K 0.01% 418
2025
Q4 		$368K Buy
721
+242
+51% +$113K 0.01% 438
2025
Q3 		$202K Buy
+479
New +$184K ﹤0.01% 472
2025
Q1 		– Sell
-7,314
Closed -$2.55M – 488
2024
Q4 		$2.55M Buy
+7,314
New +$2.57M 0.04% 199

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

J. Safra Sarasin Holding's CMI Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Cummins (CMI) stake by 129% in Q2 2026, buying an estimated $675K and bringing the position to 1,816 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #359.

J. Safra Sarasin Holding first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.55M in Q4 2024. 2,110 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • J. Safra Sarasin Holding held 1,816 shares of Cummins worth $1.16M as of Q2 2026.
  • J. Safra Sarasin Holding bought 1,024 Cummins shares in Q2 2026, an estimated $675K.
  • Cummins made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #359 holding.
  • J. Safra Sarasin Holding first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • J. Safra Sarasin Holding's Cummins position peaked at $2.55M in Q4 2024.
  • 2,110 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.