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Alpha Financial Partners’s Cummins CMI Stock Holding History

Alpha Financial Partners’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 		$672K Buy
942
+9
+1% +$5.93K 0.35% 43
2026
Q1 		$502K Sell
933
-121
-11% -$68.5K 0.3% 51
2025
Q4 		$538K Buy
1,054
+15
+1% +$7.01K 0.33% 47
2025
Q3 		$439K Buy
+1,039
New +$398K 0.29% 52

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alpha Financial Partners's CMI Position: Q2 2026 in Review

Alpha Financial Partners increased its Cummins (CMI) stake by 0.96% in Q2 2026, buying an estimated $5.93K and bringing the position to 942 shares worth $672K. The position accounts for 0.35% of the portfolio, ranked #43.

Alpha Financial Partners first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Alpha Financial Partners held 942 shares of Cummins worth $672K as of Q2 2026.
  • Alpha Financial Partners bought 9 Cummins shares in Q2 2026, an estimated $5.93K.
  • Cummins made up 0.35% of Alpha Financial Partners's portfolio in Q2 2026, its #43 holding.
  • Alpha Financial Partners first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.