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 Q2	$471K	Hold	661	–	–	0.19%	86
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alpha Family Trust's CMI Position: Q2 2026 in Review

Alpha Family Trust held its Cummins (CMI) position steady in Q2 2026 at 661 shares worth $471K. The position accounts for 0.19% of the portfolio, ranked #86.

Alpha Family Trust first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Alpha Family Trust held 661 shares of Cummins worth $471K as of Q2 2026.
Alpha Family Trust left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.19% of Alpha Family Trust's portfolio in Q2 2026, its #86 holding.
Alpha Family Trust first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.