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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
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 $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

J. Safra Sarasin Holding's CMI Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its Cummins (CMI) stake by 9.8% in Q1 2026, buying an estimated $40.2K and bringing the position to 792 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #418.

J. Safra Sarasin Holding first reported a position in CMI in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.55M in Q4 2024. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • J. Safra Sarasin Holding held 792 shares of Cummins worth $426K as of Q1 2026.
  • J. Safra Sarasin Holding bought 71 Cummins shares in Q1 2026, an estimated $40.2K.
  • Cummins made up 0.01% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #418 holding.
  • J. Safra Sarasin Holding first reported a position in Cummins in Q4 2024 and has held it in 4 quarters since.
  • J. Safra Sarasin Holding's Cummins position peaked at $2.55M in Q4 2024.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.