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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
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 $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 Financial Partners's CMI Position: Q1 2026 in Review

Alpha Financial Partners reduced its Cummins (CMI) stake by 11% in Q1 2026, selling an estimated $68.5K and leaving 933 shares worth $502K. The position accounts for 0.3% of the portfolio, ranked #51.

Alpha Financial Partners first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $538K in Q4 2025. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Alpha Financial Partners held 933 shares of Cummins worth $502K as of Q1 2026.
  • Alpha Financial Partners sold 121 Cummins shares in Q1 2026, an estimated $68.5K.
  • Cummins made up 0.3% of Alpha Financial Partners's portfolio in Q1 2026, its #51 holding.
  • Alpha Financial Partners first reported a position in Cummins in Q3 2025 and has held it in 3 quarters since.
  • Alpha Financial Partners's Cummins position peaked at $538K in Q4 2025.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.