Kimelman & Baird’s Cummins CMI Stock Holding History

Kimelman & Baird’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	$143K	Sell	200 -100	-33%	-$65.9K	0.01%	125
2026 Q1	$161K	Hold	300	–	–	0.01%	121
2025 Q4	$153K	Hold	300	–	–	0.01%	127
2025 Q3	$127K	Hold	300	–	–	0.01%	134
2025 Q2	$98.3K	Hold	300	–	–	0.01%	148
2025 Q1	$94K	Hold	300	–	–	0.01%	149
2024 Q4	$105K	Hold	300	–	–	0.01%	153
2024 Q3	$97.1K	Hold	300	–	–	0.01%	161
2024 Q2	$83.1K	Buy	+300	New	+$85.7K	0.01%	163

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kimelman & Baird's CMI Position: Q2 2026 in Review

Kimelman & Baird reduced its Cummins (CMI) stake by 33% in Q2 2026, selling an estimated $65.9K and leaving 200 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #125.

Kimelman & Baird first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $161K in Q1 2026. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Kimelman & Baird held 200 shares of Cummins worth $143K as of Q2 2026.
Kimelman & Baird sold 100 Cummins shares in Q2 2026, an estimated $65.9K.
Cummins made up 0.01% of Kimelman & Baird's portfolio in Q2 2026, its #125 holding.
Kimelman & Baird first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
Kimelman & Baird's Cummins position peaked at $161K in Q1 2026.
2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.