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Advyzon Investment Management’s Cummins CMI Stock Holding History

Advyzon Investment Management’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 		$1.5M Buy
2,794
+1,560
+126% +$883K 0.13% 156
2025
Q4 		$630K Buy
1,234
+435
+54% +$203K 0.07% 262
2025
Q3 		$337K Buy
799
+44
+6% +$16.9K 0.06% 304
2025
Q2 		$247K Buy
755
+84
+13% +$26K 0.05% 316
2025
Q1 		$210K Buy
671
+5
+0.8% +$1.76K 0.07% 248
2024
Q4 		$232K Buy
+666
New +$234K 0.09% 203

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

Advyzon Investment Management's CMI Position: Q1 2026 in Review

Advyzon Investment Management increased its Cummins (CMI) stake by 126% in Q1 2026, buying an estimated $883K and bringing the position to 2,794 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #156.

Advyzon Investment Management first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Advyzon Investment Management held 2,794 shares of Cummins worth $1.5M as of Q1 2026.
  • Advyzon Investment Management bought 1,560 Cummins shares in Q1 2026, an estimated $883K.
  • Cummins made up 0.13% of Advyzon Investment Management's portfolio in Q1 2026, its #156 holding.
  • Advyzon Investment Management first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.