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Advisor OS’s Cummins CMI Stock Holding History

Advisor OS’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 		$951K Sell
1,767
-661
-27% -$374K 0.07% 189
2025
Q4 		$1.24M Sell
2,428
-6
-0.2% -$2.8K 0.1% 135
2025
Q3 		$1.03M Sell
2,434
-576
-19% -$221K 0.09% 150
2025
Q2 		$986K Buy
3,010
+73
+2% +$22.6K 0.1% 151
2025
Q1 		$921K Buy
2,937
+467
+19% +$165K 0.1% 140
2024
Q4 		$861K Buy
2,470
+1,008
+69% +$354K 0.1% 143
2024
Q3 		$473K Buy
1,462
+90
+7% +$26.7K 0.05% 258
2024
Q2 		$380K Sell
1,372
-54
-4% -$15.4K 0.04% 271
2024
Q1 		$420K Buy
1,426
+130
+10% +$33.5K 0.05% 259
2023
Q4 		$311K Buy
1,296
+5
+0.4% +$1.14K 0.04% 256
2023
Q3 		$295K Sell
1,291
-3,292
-72% -$795K 0.04% 233
2023
Q2 		$1.12M Sell
4,583
-738
-14% -$167K 0.18% 110
2023
Q1 		$1.27M Buy
5,321
+327
+7% +$79.8K 0.31% 82
2022
Q4 		$1.21M Buy
4,994
+1,248
+33% +$297K 0.32% 77
2022
Q3 		$762K Buy
3,746
+16
+0.4% +$3.4K 0.23% 88
2022
Q2 		$722K Buy
3,730
+1,380
+59% +$276K 0.21% 109
2022
Q1 		$483K Buy
2,350
+524
+29% +$113K 0.14% 148
2021
Q4 		$399K Buy
1,826
+227
+14% +$51.7K 0.08% 191
2021
Q3 		$359K Buy
1,599
+232
+17% +$54.4K 0.08% 184
2021
Q2 		$333K Buy
+1,367
New +$350K 0.07% 180

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

Advisor OS's CMI Position: Q1 2026 in Review

Advisor OS reduced its Cummins (CMI) stake by 27% in Q1 2026, selling an estimated $374K and leaving 1,767 shares worth $951K. The position accounts for 0.07% of the portfolio, ranked #189.

Advisor OS first reported a position in CMI in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.27M in Q1 2023. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Advisor OS held 1,767 shares of Cummins worth $951K as of Q1 2026.
  • Advisor OS sold 661 Cummins shares in Q1 2026, an estimated $374K.
  • Cummins made up 0.07% of Advisor OS's portfolio in Q1 2026, its #189 holding.
  • Advisor OS first reported a position in Cummins in Q2 2021 and has held it in 20 quarters since.
  • Advisor OS's Cummins position peaked at $1.27M in Q1 2023.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.