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JBR Co Financial Management’s Cummins CMI Stock Holding History

JBR Co Financial Management’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 		$200K Buy
+281
New +$185K 0.07% 132
2025
Q4 		– Sell
-478
Closed -$202K – 124
2025
Q3 		$202K Buy
+478
New +$183K 0.09% 114

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 $3.37T AUM 44.26% 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

JBR Co Financial Management's CMI Position: Q2 2026 in Review

JBR Co Financial Management opened a new position in Cummins (CMI) in Q2 2026: 281 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #132 among its holdings. This is a return to the name: JBR Co Financial Management previously reported a position in CMI as recently as Q3 2025.

JBR Co Financial Management first reported a position in CMI in Q3 2025 and has held it in 2 quarters since. The position peaked at $202K in Q3 2025. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • JBR Co Financial Management held 281 shares of Cummins worth $200K as of Q2 2026.
  • Cummins was a new JBR Co Financial Management position in Q2 2026.
  • Cummins made up 0.07% of JBR Co Financial Management's portfolio in Q2 2026, its #132 holding.
  • JBR Co Financial Management first reported a position in Cummins in Q3 2025 and has held it in 2 quarters since.
  • JBR Co Financial Management's Cummins position peaked at $202K in Q3 2025.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.