Stonebridge Financial Group (Pennsylvania)’s Cummins CMI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 Q2	$8.57M	Sell	12,020 -1,354	-10%	-$892K	0.65%	39
2026 Q1	$7.2M	Sell	13,374 -140	-1%	-$79.2K	0.59%	46
2025 Q4	$6.9M	Sell	13,514 -331	-2%	-$155K	0.59%	43
2025 Q3	$5.85M	Sell	13,845 -112	-0.8%	-$42.9K	0.52%	48
2025 Q2	$4.57M	Buy	13,957 +409	+3%	+$127K	0.44%	61
2025 Q1	$4.25M	Buy	13,548 +774	+6%	+$273K	0.45%	61
2024 Q4	$4.45M	Buy	+12,774	New	+$4.49M	0.49%	53

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CMI Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Cummins (CMI) stake by 10% in Q2 2026, selling an estimated $892K and leaving 12,020 shares worth $8.57M. The position accounts for 0.65% of the portfolio, ranked #39.

Stonebridge Financial Group (Pennsylvania) first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 1,788 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 12,020 shares of Cummins worth $8.57M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 1,354 Cummins shares in Q2 2026, an estimated $892K.
Cummins made up 0.65% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #39 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
1,788 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.