Raymond James Financial
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Raymond James Financial’s Cummins CMI Stock Holding History

Raymond James 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 		$1.07B Buy
1,504,689
+8,798
+0.6% +$5.8M 0.29% 59
2026
Q1 		$802M Sell
1,495,891
-59,650
-4% -$33.8M 0.25% 67
2025
Q4 		$795M Buy
1,555,541
+40,068
+3% +$18.7M 0.25% 70
2025
Q3 		$640M Buy
1,515,473
+64,822
+4% +$24.9M 0.21% 87
2025
Q2 		$475M Buy
1,450,651
+96,599
+7% +$29.9M 0.16% 107
2025
Q1 		$424M Buy
1,354,052
+817,384
+152% +$288M 0.16% 108
2024
Q4 		$187M Buy
+536,668
New +$189M 0.07% 255

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

Raymond James Financial's CMI Position: Q2 2026 in Review

Raymond James Financial increased its Cummins (CMI) stake by 0.59% in Q2 2026, buying an estimated $5.8M and bringing the position to 1,504,689 shares worth $1.07B. The position accounts for 0.29% of the portfolio, ranked #59.

Raymond James Financial first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Raymond James Financial held 1,504,689 shares of Cummins worth $1.07B as of Q2 2026.
  • Raymond James Financial bought 8,798 Cummins shares in Q2 2026, an estimated $5.8M.
  • Cummins made up 0.29% of Raymond James Financial's portfolio in Q2 2026, its #59 holding.
  • Raymond James Financial first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.