Mercer Global Advisors
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Mercer Global Advisors’s Cummins CMI Stock Holding History

Mercer Global Advisors’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 		$43.6M Buy
81,092
+10,857
+15% +$6.14M 0.06% 176
2025
Q4 		$35.9M Buy
70,235
+10,457
+17% +$4.89M 0.05% 221
2025
Q3 		$25.2M Buy
59,778
+10,544
+21% +$4.04M 0.04% 250
2025
Q2 		$16.1M Buy
49,234
+13,195
+37% +$4.08M 0.03% 292
2025
Q1 		$11.3M Buy
36,039
+752
+2% +$265K 0.03% 341
2024
Q4 		$12.3M Sell
35,287
-348
-1% -$122K 0.03% 315
2024
Q3 		$11.6M Buy
35,635
+2,668
+8% +$790K 0.03% 295
2024
Q2 		$9.13M Sell
32,967
-218
-0.7% -$62.3K 0.02% 319
2024
Q1 		$9.85M Sell
33,185
-7,847
-19% -$2.02M 0.03% 315
2023
Q4 		$9.83M Sell
41,032
-448
-1% -$102K 0.03% 315
2023
Q3 		$9.48M Sell
41,480
-616
-1% -$149K 0.04% 281
2023
Q2 		$10.3M Buy
42,096
+1,077
+3% +$244K 0.04% 285
2023
Q1 		$9.8M Buy
41,019
+15,322
+60% +$3.74M 0.04% 277
2022
Q4 		$6.23M Buy
25,697
+2,119
+9% +$504K 0.03% 373
2022
Q3 		$4.8M Sell
23,578
-1,127
-5% -$240K 0.03% 384
2022
Q2 		$4.78M Buy
24,705
+552
+2% +$110K 0.03% 383
2022
Q1 		$4.95M Sell
24,153
-4,785
-17% -$1.03M 0.03% 384
2021
Q4 		$6.31M Buy
28,938
+66
+0.2% +$15K 0.04% 316
2021
Q3 		$6.48M Buy
28,872
+1,059
+4% +$248K 0.05% 291
2021
Q2 		$6.78M Buy
27,813
+590
+2% +$151K 0.05% 273
2021
Q1 		$7.05M Buy
27,223
+6,800
+33% +$1.7M 0.06% 243
2020
Q4 		$4.64M Sell
20,423
-134
-0.7% -$30.1K 0.06% 240
2020
Q3 		$4.34M Buy
20,557
+2,537
+14% +$505K 0.07% 219
2020
Q2 		$3.12M Sell
18,020
-733
-4% -$117K 0.06% 245
2020
Q1 		$2.54M Buy
18,753
+9,485
+102% +$1.48M 0.06% 270
2019
Q4 		$1.66M Buy
9,268
+1,996
+27% +$351K 0.03% 386
2019
Q3 		$1.18M Buy
7,272
+163
+2% +$26.1K 0.03% 436
2019
Q2 		$1.22M Buy
7,109
+68
+1% +$11.1K 0.03% 410
2019
Q1 		$1.11M Buy
+7,041
New +$1.06M 0.04% 387

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

Mercer Global Advisors's CMI Position: Q1 2026 in Review

Mercer Global Advisors increased its Cummins (CMI) stake by 15% in Q1 2026, buying an estimated $6.14M and bringing the position to 81,092 shares worth $43.6M. The position accounts for 0.06% of the portfolio, ranked #176.

Mercer Global Advisors first reported a position in CMI in Q1 2019 and has held it in 29 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Mercer Global Advisors held 81,092 shares of Cummins worth $43.6M as of Q1 2026.
  • Mercer Global Advisors bought 10,857 Cummins shares in Q1 2026, an estimated $6.14M.
  • Cummins made up 0.06% of Mercer Global Advisors's portfolio in Q1 2026, its #176 holding.
  • Mercer Global Advisors first reported a position in Cummins in Q1 2019 and has held it in 29 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.