James T. Borello
CMI icon

James T. Borello’s Cummins CMI Stock Holding History

James T. Borello’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 		$20.1K Sell
39
-15
-28% -$9.05K ﹤0.01% 422
2026
Q2 		$38.5K Buy
54
+3
+6% +$1.98K 0.01% 274
2026
Q1 		$27.4K Buy
51
+12
+31% +$6.79K 0.01% 308
2025
Q4 		$19.9K Buy
39
+24
+160% +$11.2K 0.01% 283
2025
Q3 		$6.34K Buy
+15
New +$5.75K ﹤0.01% 396

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

James T. Borello's CMI Position: Q3 2026 in Review

James T. Borello reduced its Cummins (CMI) stake by 28% in Q3 2026, selling an estimated $9.05K and leaving 39 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

James T. Borello first reported a position in CMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $38.5K in Q2 2026. 814 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • James T. Borello held 39 shares of Cummins worth $20.1K as of Q3 2026.
  • James T. Borello sold 15 Cummins shares in Q3 2026, an estimated $9.05K.
  • Cummins made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #422 holding.
  • James T. Borello first reported a position in Cummins in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Cummins position peaked at $38.5K in Q2 2026.
  • 814 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.