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Ameritas Advisory Services’s Cummins CMI Stock Holding History

Ameritas Advisory Services’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 		$2.06M Buy
3,831
+2,112
+123% +$1.2M 0.08% 225
2025
Q4 		$877K Buy
1,719
+409
+31% +$191K 0.03% 399
2025
Q3 		$553K Sell
1,310
-205
-14% -$78.6K 0.04% 364
2025
Q2 		$496K Sell
1,515
-1,671
-52% -$517K 0.03% 511
2025
Q1 		$1.07M Sell
3,186
-6
-0.2% -$2.11K 0.04% 380
2024
Q4 		$1.11M Buy
3,192
+418
+15% +$147K 0.04% 386
2024
Q3 		$898K Sell
2,774
-828
-23% -$245K 0.04% 413
2024
Q2 		$997K Sell
3,602
-58
-2% -$16.6K 0.04% 412
2024
Q1 		$1.05M Sell
3,660
-102
-3% -$26.3K 0.04% 370
2023
Q4 		$943K Buy
3,762
+889
+31% +$202K 0.05% 300
2023
Q3 		$649K Buy
2,873
+1,366
+91% +$330K 0.03% 439
2023
Q2 		$371K Sell
1,507
-928
-38% -$210K 0.05% 362
2023
Q1 		$577K Sell
2,435
-594
-20% -$145K 0.03% 443
2022
Q4 		$734K Buy
3,029
+347
+13% +$82.5K 0.03% 426
2022
Q3 		$546K Buy
2,682
+51
+2% +$10.9K 0.03% 411
2022
Q2 		$509K Sell
2,631
-82
-3% -$16.4K 0.03% 449
2022
Q1 		$556K Buy
2,713
+246
+10% +$53.2K 0.02% 475
2021
Q4 		$538K Buy
+2,467
New +$562K 0.02% 485

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

Ameritas Advisory Services's CMI Position: Q1 2026 in Review

Ameritas Advisory Services increased its Cummins (CMI) stake by 123% in Q1 2026, buying an estimated $1.2M and bringing the position to 3,831 shares worth $2.06M. The position accounts for 0.08% of the portfolio, ranked #225.

Ameritas Advisory Services first reported a position in CMI in Q4 2021 and has held it in 18 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Ameritas Advisory Services held 3,831 shares of Cummins worth $2.06M as of Q1 2026.
  • Ameritas Advisory Services bought 2,112 Cummins shares in Q1 2026, an estimated $1.2M.
  • Cummins made up 0.08% of Ameritas Advisory Services's portfolio in Q1 2026, its #225 holding.
  • Ameritas Advisory Services first reported a position in Cummins in Q4 2021 and has held it in 18 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.