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Roble Belko & Company’s Cummins CMI Stock Holding History

Roble Belko & Company’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 		– Sell
-115
Closed -$59K – 458
2025
Q4 		$59K Buy
115
+1
+0.9% +$467 0.01% 196
2025
Q3 		$48K Hold
114
– – 0.01% 176
2025
Q2 		$37K Buy
114
+1
+0.9% +$310 0.01% 196
2025
Q1 		$35K Buy
+113
New +$39.8K 0.01% 188

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Roble Belko & Company's CMI Position: Q1 2026 in Review

Roble Belko & Company sold out of Cummins (CMI) in Q1 2026, closing a stake of 115 shares — an estimated $59K sold.

Roble Belko & Company first reported a position in CMI in Q1 2025 and held it in 4 quarters. The position peaked at $59K in Q4 2025. 1,967 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Roble Belko & Company reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
  • Roble Belko & Company sold 115 Cummins shares in Q1 2026, an estimated $59K.
  • Roble Belko & Company first reported a position in Cummins in Q1 2025 and held it in 4 quarters.
  • Roble Belko & Company's Cummins position peaked at $59K in Q4 2025.
  • 1,967 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.