SEC 13F Intelligence

Beese Fulmer Investment Management, Inc. / CMI

Beese Fulmer Investment Management, Inc.’s Cummins Inc Position

Does Beese Fulmer Investment Management, Inc. own Cummins Inc (CMI)? Yes43.9K shares worth $24M (+1.51% of its 13F portfolio) as of Q1 2026, down from 44.1K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
43.9K
% of Portfolio
+1.51%
Quarters Held
30
currently held

Position History CMI

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $7MQ3 ’22: $8MQ4 ’22: $9MQ4 ’22Q1 ’23: $10MQ2 ’23: $10MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $14MQ4 ’24: $15MQ4 ’24Q1 ’25: $13MQ2 ’25: $14MQ3 ’25: $19MQ4 ’25: $23MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.9K$24M+1.51%
Q4 202544.1K$23M+1.47%
Q3 202544.0K$19M+1.28%
Q2 202543.9K$14M+1.07%
Q1 202542.7K$13M+1.15%
Q4 202442.4K$15M+1.26%
Q3 202442.8K$14M+1.19%
Q2 202442.8K$12M+1.08%
Q1 202441.9K$12M+1.16%
Q4 202341.2K$10M+1.02%
Q3 202340.7K$9M+1.05%
Q2 202340.4K$10M+1.07%
Q1 202339.9K$10M+1.09%
Q4 202239.1K$9M+1.14%
Q3 202237.8K$8M+1.03%
Q2 202235.5K$7M+0.88%
Q1 202234.9K$7M+0.78%
Q4 202133.5K$7M+0.76%
Q3 202132.4K$7M+0.82%
Q2 202132.4K$8M+0.89%
Q1 202132.3K$8M+1.01%
Q4 202032.7K$7M+0.95%
Q3 202032.8K$7M+0.98%
Q2 202032.8K$6M+0.84%
Q1 202033.4K$5M+0.80%
Q4 201934.0K$6M+0.85%
Q3 201933.8K$5M+0.83%
Q2 201933.6K$6M+1.09%
Q1 201934.3K$5M+1.07%
Q4 201834.7K$5M+1.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beese Fulmer Investment Management, Inc.’s full portfolio or all institutional holders of CMI.