Alta Advisers’s Cummins CMI Stock Holding History

Alta Advisers’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	$274K	Hold	509	–	–	0.1%	153
2025 Q4	$260K	Sell	509 -240	-32%	-$112K	0.09%	155
2025 Q3	$316K	Hold	749	–	–	0.1%	167
2025 Q2	$245K	Hold	749	–	–	0.09%	200
2025 Q1	$235K	Buy	+749	New	+$264K	0.1%	197
2024 Q4	–	Sell	-400	Closed	-$130K	–	199
2024 Q3	$130K	Hold	400	–	–	0.06%	231
2024 Q2	$111K	Hold	400	–	–	0.05%	239
2024 Q1	$118K	Hold	400	–	–	0.06%	241
2023 Q4	$95.8K	Hold	400	–	–	0.05%	267
2023 Q3	$91.4K	Hold	400	–	–	0.05%	256
2023 Q2	$98.1K	Hold	400	–	–	0.06%	251
2023 Q1	$95.6K	Hold	400	–	–	0.06%	250
2022 Q4	$97K	Hold	400	–	–	0.06%	233
2022 Q3	$81K	Buy	+400	New	+$85.1K	0.05%	255

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alta Advisers's CMI Position: Q1 2026 in Review

Alta Advisers held its Cummins (CMI) position steady in Q1 2026 at 509 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #153.

Alta Advisers first reported a position in CMI in Q3 2022 and has held it in 14 quarters since. The position peaked at $316K in Q3 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Alta Advisers held 509 shares of Cummins worth $274K as of Q1 2026.
Alta Advisers left its Cummins share count unchanged in Q1 2026.
Cummins made up 0.1% of Alta Advisers's portfolio in Q1 2026, its #153 holding.
Alta Advisers first reported a position in Cummins in Q3 2022 and has held it in 14 quarters since.
Alta Advisers's Cummins position peaked at $316K in Q3 2025.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.