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BOLTON SECURITIES CORPORATION’s Cummins CMI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.48M Buy
+2,756
New +$1.56M 0.07% 294
2025
Q3 		$1.2M Buy
+2,845
New +$1.09M 0.06% 332
2025
Q1 		$896K Buy
+2,858
New +$1.01M 0.05% 361

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 $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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

BOLTON SECURITIES CORPORATION's CMI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Cummins (CMI) in Q1 2026: 2,756 shares worth $1.48M. The stake represents 0.07% of the portfolio and ranks #294 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in CMI as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in CMI in Q1 2025 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 2,756 shares of Cummins worth $1.48M as of Q1 2026.
  • Cummins was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Cummins made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #294 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Cummins in Q1 2025 and has held it in 3 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.