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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James Financial's CMI Position: Q1 2026 in Review

Raymond James Financial reduced its Cummins (CMI) stake by 3.8% in Q1 2026, selling an estimated $33.8M and leaving 1,495,891 shares worth $802M. The position accounts for 0.25% of the portfolio, ranked #67.

Raymond James Financial first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 1,955 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Raymond James Financial held 1,495,891 shares of Cummins worth $802M as of Q1 2026.
  • Raymond James Financial sold 59,650 Cummins shares in Q1 2026, an estimated $33.8M.
  • Cummins made up 0.25% of Raymond James Financial's portfolio in Q1 2026, its #67 holding.
  • Raymond James Financial first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 1,955 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.