James Hambro & Partners
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James Hambro & Partners’s Cummins CMI Stock Holding History

James Hambro & 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
Q3 		$235K Sell
454
-484
-52% -$292K 0.01% 61
2026
Q2 		$669K Buy
+938
New +$618K 0.02% 42

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

James Hambro & Partners's CMI Position: Q3 2026 in Review

James Hambro & Partners reduced its Cummins (CMI) stake by 52% in Q3 2026, selling an estimated $292K and leaving 454 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #61.

James Hambro & Partners first reported a position in CMI in Q2 2026 and has held it in 2 quarters since. The position peaked at $669K in Q2 2026. 1,293 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • James Hambro & Partners held 454 shares of Cummins worth $235K as of Q3 2026.
  • James Hambro & Partners sold 484 Cummins shares in Q3 2026, an estimated $292K.
  • Cummins made up 0.01% of James Hambro & Partners's portfolio in Q3 2026, its #61 holding.
  • James Hambro & Partners first reported a position in Cummins in Q2 2026 and has held it in 2 quarters since.
  • James Hambro & Partners's Cummins position peaked at $669K in Q2 2026.
  • 1,293 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.