Arbor Trust Wealth Advisors’s Cummins CMI Stock Holding History

Arbor Trust Wealth Advisors’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	$734K	Sell	1,365 -5	-0.4%	-$2.83K	0.32%	53
2025 Q4	$699K	Hold	1,370	–	–	0.31%	53
2025 Q3	$579K	Hold	1,370	–	–	0.26%	57
2025 Q2	$449K	Hold	1,370	–	–	0.22%	62
2025 Q1	$429K	Hold	1,370	–	–	0.2%	65
2024 Q4	$478K	Sell	1,370 -300	-18%	-$105K	0.22%	65
2024 Q3	$462K	Hold	1,670	–	–	0.24%	64
2024 Q2	$462K	Hold	1,670	–	–	0.24%	64
2024 Q1	$505K	Sell	1,670 -100	-6%	-$25.8K	0.28%	63
2023 Q4	$424K	Hold	1,770	–	–	0.25%	66
2023 Q3	$404K	Hold	1,770	–	–	0.27%	64
2023 Q2	$434K	Buy	1,770 +150	+9%	+$34K	0.28%	63
2023 Q1	$387K	Buy	1,620 +100	+7%	+$24.4K	0.25%	66
2022 Q4	$368K	Buy	1,520 +145	+11%	+$34.5K	0.25%	68
2022 Q3	$278K	Sell	1,375 -15	-1%	-$3.19K	0.21%	76
2022 Q2	$269K	Buy	+1,390	New	+$278K	0.19%	83

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

Arbor Trust Wealth Advisors's CMI Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its Cummins (CMI) stake by 0.36% in Q1 2026, selling an estimated $2.83K and leaving 1,365 shares worth $734K. The position accounts for 0.32% of the portfolio, ranked #53.

Arbor Trust Wealth Advisors first reported a position in CMI in Q2 2022 and has held it in 16 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Arbor Trust Wealth Advisors held 1,365 shares of Cummins worth $734K as of Q1 2026.
Arbor Trust Wealth Advisors sold 5 Cummins shares in Q1 2026, an estimated $2.83K.
Cummins made up 0.32% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Arbor Trust Wealth Advisors first reported a position in Cummins in Q2 2022 and has held it in 16 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.