American Capital Advisory’s Cummins CMI Stock Holding History

American Capital Advisory’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	$3.23K	Buy	6 +3	+100%	+$1.7K	﹤0.01%	454
2025 Q4	$1.53K	Hold	3	–	–	﹤0.01%	512
2025 Q3	$1.27K	Hold	3	–	–	﹤0.01%	495
2025 Q2	$983	Buy	3 +1	+50%	+$310	﹤0.01%	499
2025 Q1	$627	Buy	+2	New	+$705	﹤0.01%	482

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

American Capital Advisory's CMI Position: Q1 2026 in Review

American Capital Advisory increased its Cummins (CMI) stake by 100% in Q1 2026, buying an estimated $1.7K and bringing the position to 6 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

American Capital Advisory first reported a position in CMI in Q1 2025 and has held it in 5 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

American Capital Advisory held 6 shares of Cummins worth $3.23K as of Q1 2026.
American Capital Advisory bought 3 Cummins shares in Q1 2026, an estimated $1.7K.
Cummins made up ﹤0.01% of American Capital Advisory's portfolio in Q1 2026, its #454 holding.
American Capital Advisory first reported a position in Cummins in Q1 2025 and has held it in 5 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.