Richard Bernstein Advisors’s Cummins CMI Stock Holding History

Richard Bernstein Advisors’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	$1.28M	Buy	+2,380	New	+$1.35M	0.04%	147
2019 Q1	–	Sell	-23,972	Closed	-$3.2M	–	274
2018 Q4	$3.2M	Hold	23,972	–	–	0.12%	176
2018 Q3	$3.5M	Buy	23,972 +7,378	+44%	+$1.04M	0.1%	227
2018 Q2	$2.21M	Buy	16,594 +3,875	+30%	+$580K	0.07%	245
2018 Q1	$2.06M	Hold	12,719	–	–	0.07%	221
2017 Q4	$2.25M	Hold	12,719	–	–	0.1%	174
2017 Q3	$2.14M	Hold	12,719	–	–	0.15%	170
2017 Q2	$2.06M	Hold	12,719	–	–	0.16%	161
2017 Q1	$1.92M	Hold	12,719	–	–	0.15%	190
2016 Q4	$1.74M	Hold	12,719	–	–	0.15%	193
2016 Q3	$1.63M	Sell	12,719 -7,200	-36%	-$874K	0.16%	186
2016 Q2	$2.24M	Hold	19,919	–	–	0.21%	199
2016 Q1	$2.19M	Buy	19,919 +2,136	+12%	+$207K	0.22%	210
2015 Q4	$1.56M	Hold	17,783	–	–	0.2%	127
2015 Q3	$1.93M	Hold	17,783	–	–	0.26%	119
2015 Q2	$2.33M	Hold	17,783	–	–	0.28%	128
2015 Q1	$2.46M	Hold	17,783	–	–	0.32%	100
2014 Q4	$2.56M	Hold	17,783	–	–	0.27%	135
2014 Q3	$2.35M	Hold	17,783	–	–	0.25%	131
2014 Q2	$2.74M	Buy	+17,783	New	+$2.69M	0.32%	122

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

Richard Bernstein Advisors's CMI Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Cummins (CMI) in Q1 2026: 2,380 shares worth $1.28M. The stake represents 0.04% of the portfolio and ranks #147 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in CMI as recently as Q4 2018.

Richard Bernstein Advisors first reported a position in CMI in Q2 2014 and has held it in 20 quarters since. The position peaked at $3.5M in Q3 2018. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Richard Bernstein Advisors held 2,380 shares of Cummins worth $1.28M as of Q1 2026.
Cummins was a new Richard Bernstein Advisors position in Q1 2026.
Cummins made up 0.04% of Richard Bernstein Advisors's portfolio in Q1 2026, its #147 holding.
Richard Bernstein Advisors first reported a position in Cummins in Q2 2014 and has held it in 20 quarters since.
Richard Bernstein Advisors's Cummins position peaked at $3.5M in Q3 2018.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.