SevenBridge Financial Group’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.55M Buy
11,811
+46
+0.4% +$26K 1.18% 21
2025
Q4
$6.71M Buy
11,765
+663
+6% +$310K 1.08% 25
2025
Q3
$5.32M Buy
11,102
+1,134
+11% +$435K 0.88% 29
2025
Q2
$3.98M Buy
9,968
+1,870
+23% +$579K 0.7% 41
2025
Q1
$2.68M Buy
8,098
+2,902
+56% +$1.02M 0.53% 63
2024
Q4
$1.94M Buy
5,196
+747
+17% +$262K 0.37% 78
2024
Q3
$1.59M Buy
4,449
+304
+7% +$90.1K 0.31% 85
2024
Q2
$1.21M Hold
4,145
0.27% 90
2024
Q1
$1.16M Sell
4,145
-36
-0.9% -$9.28K 0.26% 89
2023
Q4
$1M Sell
4,181
-27
-0.6% -$6.14K 0.24% 97
2023
Q3
$961K Sell
4,208
-20
-0.5% -$4.83K 0.25% 97
2023
Q2
$1.04M Sell
4,228
-73
-2% -$16.5K 0.27% 92
2023
Q1
$1.03M Hold
4,301
0.28% 89
2022
Q4
$1.04M Buy
4,301
+330
+8% +$78.5K 0.3% 84
2022
Q3
$808K Buy
3,971
+525
+15% +$112K 0.27% 87
2022
Q2
$667K Sell
3,446
-142
-4% -$28.4K 0.27% 80
2022
Q1
$736K Sell
3,588
-377
-10% -$81.5K 0.26% 80
2021
Q4
$865K Buy
3,965
+61
+2% +$13.9K 0.26% 90
2021
Q3
$877K Sell
3,904
-12
-0.3% -$2.81K 0.29% 87
2021
Q2
$955K Sell
3,916
-25
-0.6% -$6.39K 0.31% 85
2021
Q1
$1.02M Sell
3,941
-40
-1% -$9.99K 0.37% 74
2020
Q4
$904K Hold
3,981
0.35% 76
2020
Q3
$841K Sell
3,981
-126
-3% -$25.1K 0.38% 67
2020
Q2
$712K Sell
4,107
-251
-6% -$40.1K 0.35% 73
2020
Q1
$590K Buy
4,358
+393
+10% +$61.3K 0.34% 72
2019
Q4
$710K Sell
3,965
-74
-2% -$13K 0.19% 85
2019
Q3
$657K Buy
4,039
+2,236
+124% +$358K 0.35% 74
2019
Q2
$309K Buy
1,803
+147
+9% +$24.1K 0.11% 116
2019
Q1
$261K Sell
1,656
-205
-11% -$30.8K 0.1% 118
2018
Q4
$249K Sell
1,861
-100
-5% -$14.1K 0.15% 102
2018
Q3
$286K Hold
1,961
0.15% 104
2018
Q2
$261K Buy
1,961
+35
+2% +$5.24K 0.15% 116
2018
Q1
$312K Buy
1,926
+637
+49% +$109K 0.18% 104
2017
Q4
$228K Hold
1,289
0.13% 131
2017
Q3
$217K Hold
1,289
0.12% 134
2017
Q2
$209K Hold
1,289
0.13% 132
2017
Q1
$193K Sell
1,289
-999
-44% -$148K 0.13% 132
2016
Q4
$289K Hold
2,288
0.21% 105
2016
Q3
$289K Buy
2,288
+1,738
+316% +$211K 0.21% 105
2016
Q2
$62K Buy
+550
New +$62.3K 0.04% 243

Other funds holding CMI

SevenBridge Financial Group's CMI Position: Q1 2026 in Review

SevenBridge Financial Group increased its Cummins (CMI) stake by 0.39% in Q1 2026, buying an estimated $26K and bringing the position to 11,811 shares worth $7.55M. The position accounts for 1.18% of the portfolio, ranked #21.

SevenBridge Financial Group first reported a position in CMI in Q2 2016 and has held it in 40 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • SevenBridge Financial Group held 11,811 shares of Cummins worth $7.55M as of Q1 2026.
  • SevenBridge Financial Group bought 46 Cummins shares in Q1 2026, an estimated $26K.
  • Cummins made up 1.18% of SevenBridge Financial Group's portfolio in Q1 2026, its #21 holding.
  • SevenBridge Financial Group first reported a position in Cummins in Q2 2016 and has held it in 40 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.