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 Q3	$509K	Buy	986 +477	+94%	+$288K	0.08%	160
2026 Q2	$363K	Hold	509	–	–	0.08%	116
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Alta Advisers's CMI Position: Q3 2026 in Review

Alta Advisers increased its Cummins (CMI) stake by 94% in Q3 2026, buying an estimated $288K and bringing the position to 986 shares worth $509K. The position accounts for 0.08% of the portfolio, ranked #160.

Alta Advisers first reported a position in CMI in Q3 2022 and has held it in 16 quarters since. 1,544 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Alta Advisers held 986 shares of Cummins worth $509K as of Q3 2026.
Alta Advisers bought 477 Cummins shares in Q3 2026, an estimated $288K.
Cummins made up 0.08% of Alta Advisers's portfolio in Q3 2026, its #160 holding.
Alta Advisers first reported a position in Cummins in Q3 2022 and has held it in 16 quarters since.
1,544 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.