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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moors & Cabot's CMI Position: Q1 2026 in Review

Moors & Cabot reduced its Cummins (CMI) stake by 2.8% in Q1 2026, selling an estimated $53.8K and leaving 3,277 shares worth $1.76M. The position accounts for 0.08% of the portfolio, ranked #233.

Moors & Cabot first reported a position in CMI in Q1 2015 and has held it in 44 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Moors & Cabot held 3,277 shares of Cummins worth $1.76M as of Q1 2026.
Moors & Cabot sold 95 Cummins shares in Q1 2026, an estimated $53.8K.
Cummins made up 0.08% of Moors & Cabot's portfolio in Q1 2026, its #233 holding.
Moors & Cabot first reported a position in Cummins in Q1 2015 and has held it in 44 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.