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Stiles Financial Services’s Cummins CMI Stock Holding History

Stiles 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 		$3.09M Buy
5,744
+61
+1% +$34.5K 0.94% 34
2025
Q4 		$2.9M Sell
5,683
-91
-2% -$42.5K 0.89% 36
2025
Q3 		$2.44M Buy
5,774
+255
+5% +$97.8K 0.77% 44
2025
Q2 		$1.81M Buy
5,519
+675
+14% +$209K 0.62% 54
2025
Q1 		$1.52M Sell
4,844
-466
-9% -$164K 0.58% 60
2024
Q4 		$1.85M Buy
5,310
+25
+0.5% +$8.78K 0.67% 50
2024
Q3 		$1.71M Buy
5,285
+193
+4% +$57.2K 0.6% 56
2024
Q2 		$1.41M Buy
5,092
+23
+0.5% +$6.57K 0.54% 60
2024
Q1 		$1.49M Buy
5,069
+514
+11% +$132K 0.6% 57
2023
Q4 		$1.09M Buy
4,555
+630
+16% +$143K 0.5% 69
2023
Q3 		$897K Buy
3,925
+1,368
+54% +$330K 0.47% 65
2023
Q2 		$627K Sell
2,557
-176
-6% -$39.9K 0.31% 91
2023
Q1 		$653K Sell
2,733
-38
-1% -$9.28K 0.35% 84
2022
Q4 		$671K Sell
2,771
-3
-0.1% -$714 0.38% 77
2022
Q3 		$564K Buy
2,774
+358
+15% +$76.2K 0.34% 78
2022
Q2 		$468K Sell
2,416
-29
-1% -$5.8K 0.28% 97
2022
Q1 		$501K Buy
2,445
+381
+18% +$82.4K 0.25% 104
2021
Q4 		$450K Buy
+2,064
New +$470K 0.22% 108

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

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

Stiles Financial Services increased its Cummins (CMI) stake by 1.1% in Q1 2026, buying an estimated $34.5K and bringing the position to 5,744 shares worth $3.09M. The position accounts for 0.94% of the portfolio, ranked #34.

Stiles Financial Services first reported a position in CMI in Q4 2021 and has held it in 18 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Stiles Financial Services held 5,744 shares of Cummins worth $3.09M as of Q1 2026.
  • Stiles Financial Services bought 61 Cummins shares in Q1 2026, an estimated $34.5K.
  • Cummins made up 0.94% of Stiles Financial Services's portfolio in Q1 2026, its #34 holding.
  • Stiles Financial Services first reported a position in Cummins in Q4 2021 and has held it in 18 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.