AFT
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Alpha Family Trust’s Cummins CMI Stock Holding History

Alpha Family Trust’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 		$356K Hold
661
– – 0.17% 107
2025
Q4 		$337K Hold
661
– – 0.15% 119
2025
Q3 		$279K Hold
661
– – 0.13% 132
2025
Q2 		$216K Hold
661
– – 0.11% 178
2025
Q1 		$207K Hold
661
– – 0.12% 164
2024
Q4 		$230K Hold
661
– – 0.13% 131
2024
Q3 		$214K Buy
+661
New +$196K 0.12% 151

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

Alpha Family Trust's CMI Position: Q1 2026 in Review

Alpha Family Trust held its Cummins (CMI) position steady in Q1 2026 at 661 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #107.

Alpha Family Trust first reported a position in CMI in Q3 2024 and has held it in 7 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Alpha Family Trust held 661 shares of Cummins worth $356K as of Q1 2026.
  • Alpha Family Trust left its Cummins share count unchanged in Q1 2026.
  • Cummins made up 0.17% of Alpha Family Trust's portfolio in Q1 2026, its #107 holding.
  • Alpha Family Trust first reported a position in Cummins in Q3 2024 and has held it in 7 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.