Nvest Financial’s Cummins CMI Stock Holding History

Nvest Financial’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	$320K	Hold	595	–	–	0.12%	114
2025 Q4	$304K	Buy	595 +1	+0.2%	+$467	0.13%	109
2025 Q3	$251K	Buy	+594	New	+$228K	0.14%	111
2025 Q1	–	Sell	-592	Closed	-$206K	–	99
2024 Q4	$206K	Buy	+592	New	+$208K	0.1%	108

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

Nvest Financial's CMI Position: Q1 2026 in Review

Nvest Financial held its Cummins (CMI) position steady in Q1 2026 at 595 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #114.

Nvest Financial first reported a position in CMI in Q4 2024 and has held it in 4 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Nvest Financial held 595 shares of Cummins worth $320K as of Q1 2026.
Nvest Financial left its Cummins share count unchanged in Q1 2026.
Cummins made up 0.12% of Nvest Financial's portfolio in Q1 2026, its #114 holding.
Nvest Financial first reported a position in Cummins in Q4 2024 and has held it in 4 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.