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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
Q2 		$425K Buy
596
+1
+0.2% +$659 0.13% 106
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nvest Financial's CMI Position: Q2 2026 in Review

Nvest Financial increased its Cummins (CMI) stake by 0.17% in Q2 2026, buying an estimated $659 and bringing the position to 596 shares worth $425K. The position accounts for 0.13% of the portfolio, ranked #106.

Nvest Financial first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Nvest Financial held 596 shares of Cummins worth $425K as of Q2 2026.
  • Nvest Financial bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.13% of Nvest Financial's portfolio in Q2 2026, its #106 holding.
  • Nvest Financial first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.