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AlphaCore Capital’s Cummins CMI Stock Holding History

AlphaCore Capital’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 		$3.84M Buy
5,382
+3,607
+203% +$2.38M 0.07% 227
2026
Q1 		$955K Buy
1,775
+387
+28% +$219K 0.02% 397
2025
Q4 		$708K Buy
1,388
+240
+21% +$112K 0.02% 507
2025
Q3 		$485K Buy
1,148
+183
+19% +$70.2K 0.02% 462
2025
Q2 		$316K Buy
965
+39
+4% +$12.1K 0.01% 474
2025
Q1 		$290K Buy
926
+87
+10% +$30.6K 0.02% 371
2024
Q4 		$292K Buy
+839
New +$295K 0.06% 172
2020
Q2 		– Sell
-8
Closed -$1K – 116
2020
Q1 		$1K Buy
+8
New +$1.25K ﹤0.01% 313

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

AlphaCore Capital's CMI Position: Q2 2026 in Review

AlphaCore Capital increased its Cummins (CMI) stake by 203% in Q2 2026, buying an estimated $2.38M and bringing the position to 5,382 shares worth $3.84M. The position accounts for 0.07% of the portfolio, ranked #227.

AlphaCore Capital first reported a position in CMI in Q1 2020 and has held it in 8 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • AlphaCore Capital held 5,382 shares of Cummins worth $3.84M as of Q2 2026.
  • AlphaCore Capital bought 3,607 Cummins shares in Q2 2026, an estimated $2.38M.
  • Cummins made up 0.07% of AlphaCore Capital's portfolio in Q2 2026, its #227 holding.
  • AlphaCore Capital first reported a position in Cummins in Q1 2020 and has held it in 8 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.