Moors & Cabot’s Cummins CMI Stock Holding History

Moors & Cabot’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
2022 Q4	–	Sell	-200	Closed	-$2K	–	862
2022 Q3	$2K	Buy	+200	New	+$42.6K	﹤0.01%	814

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

Moors & Cabot's CMI Position: Q2 2026 in Review

Moors & Cabot reduced its Cummins (CMI) stake by 2% in Q2 2026, selling an estimated $42.8K and leaving 3,212 shares worth $2.29M. The position accounts for 0.09% of the portfolio, ranked #208.

Moors & Cabot first reported a position in CMI in Q1 2015 and has held it in 45 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Moors & Cabot held 3,212 shares of Cummins worth $2.29M as of Q2 2026.
Moors & Cabot sold 65 Cummins shares in Q2 2026, an estimated $42.8K.
Cummins made up 0.09% of Moors & Cabot's portfolio in Q2 2026, its #208 holding.
Moors & Cabot first reported a position in Cummins in Q1 2015 and has held it in 45 quarters since.
2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.