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Richardson Financial Services’s Cummins CMI Stock Holding History

Richardson Financial Services’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 		$119K Sell
222
-11
-5% -$6.22K 0.07% 204
2025
Q4 		$119K Buy
233
+28
+14% +$13.1K 0.04% 209
2025
Q3 		$86.6K Buy
205
+68
+50% +$26.1K 0.05% 222
2025
Q2 		$45.2K Buy
137
+13
+10% +$4.02K 0.03% 265
2025
Q1 		$38.9K Buy
+124
New +$43.7K 0.03% 260

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

Richardson Financial Services's CMI Position: Q1 2026 in Review

Richardson Financial Services reduced its Cummins (CMI) stake by 4.7% in Q1 2026, selling an estimated $6.22K and leaving 222 shares worth $119K. The position accounts for 0.07% of the portfolio, ranked #204.

Richardson Financial Services first reported a position in CMI in Q1 2025 and has held it in 5 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Richardson Financial Services held 222 shares of Cummins worth $119K as of Q1 2026.
  • Richardson Financial Services sold 11 Cummins shares in Q1 2026, an estimated $6.22K.
  • Cummins made up 0.07% of Richardson Financial Services's portfolio in Q1 2026, its #204 holding.
  • Richardson Financial Services first reported a position in Cummins in Q1 2025 and has held it in 5 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.