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Arax Advisory Partners’s Cummins CMI Stock Holding History

Arax Advisory Partners’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 		$787K Buy
1,463
+74
+5% +$41.9K 0.02% 485
2025
Q4 		$709K Sell
1,389
-22,699
-94% -$10.6M 0.02% 477
2025
Q3 		$10.2M Buy
24,088
+23,655
+5,463% +$9.07M 0.15% 100
2025
Q2 		$148K Buy
433
+150
+53% +$46.4K 0.01% 773
2025
Q1 		$88.7K Buy
283
+71
+33% +$25K 0.01% 761
2024
Q4 		$73.9K Buy
212
+2
+1% +$703 ﹤0.01% 774
2024
Q3 		$68K Buy
210
+21
+11% +$6.22K 0.01% 607
2024
Q2 		$52.3K Buy
189
+172
+1,012% +$49.2K 0.01% 641
2024
Q1 		$5.01K Hold
17
– – ﹤0.01% 900
2023
Q4 		$4.07K Sell
17
-5
-23% -$1.14K ﹤0.01% 921
2023
Q3 		$5.03K Buy
22
+4
+22% +$966 ﹤0.01% 875
2023
Q2 		$4.41K Sell
18
-2
-10% -$453 ﹤0.01% 891
2023
Q1 		$4.78K Hold
20
– – ﹤0.01% 860
2022
Q4 		$4.85K Sell
20
-2
-9% -$476 ﹤0.01% 806
2022
Q3 		$4K Buy
22
+3
+16% +$638 ﹤0.01% 847
2022
Q2 		$4K Buy
19
+15
+375% +$3K ﹤0.01% 816
2022
Q1 		$1K Hold
4
– – ﹤0.01% 1010
2021
Q4 		$1K Hold
4
– – ﹤0.01% 981
2021
Q3 		$1K Buy
+4
New +$937 ﹤0.01% 884
2018
Q4 		– Sell
-29
Closed -$4K – 560
2018
Q3 		$4K Sell
29
-1,443
-98% -$203K ﹤0.01% 537
2018
Q2 		$195K Buy
1,472
+426
+41% +$63.8K 0.09% 97
2018
Q1 		$169K Sell
1,046
-281
-21% -$48.3K 0.09% 92
2017
Q4 		$234K Buy
1,327
+5
+0.4% +$855 0.1% 83
2017
Q3 		$222K Buy
1,322
+13
+1% +$2.1K 0.11% 81
2017
Q2 		$212K Buy
1,309
+188
+17% +$29.2K 0.1% 89
2017
Q1 		$169K Buy
1,121
+146
+15% +$21.6K 0.08% 84
2016
Q4 		$133K Buy
+975
New +$131K 0.07% 88

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

Arax Advisory Partners's CMI Position: Q1 2026 in Review

Arax Advisory Partners increased its Cummins (CMI) stake by 5.3% in Q1 2026, buying an estimated $41.9K and bringing the position to 1,463 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #485.

Arax Advisory Partners first reported a position in CMI in Q4 2016 and has held it in 27 quarters since. The position peaked at $10.2M in Q3 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Arax Advisory Partners held 1,463 shares of Cummins worth $787K as of Q1 2026.
  • Arax Advisory Partners bought 74 Cummins shares in Q1 2026, an estimated $41.9K.
  • Cummins made up 0.02% of Arax Advisory Partners's portfolio in Q1 2026, its #485 holding.
  • Arax Advisory Partners first reported a position in Cummins in Q4 2016 and has held it in 27 quarters since.
  • Arax Advisory Partners's Cummins position peaked at $10.2M in Q3 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.