ArchPoint Investors’s Cummins CMI Stock Holding History

ArchPoint Investors’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	$2.78M	Buy	5,163 +163	+3%	+$92.2K	0.66%	36
2025 Q4	$2.55M	Hold	5,000	–	–	0.61%	41
2025 Q3	$2.11M	Hold	5,000	–	–	0.58%	39
2025 Q2	$1.64M	Hold	5,000	–	–	0.48%	43
2025 Q1	$1.57M	Hold	5,000	–	–	0.52%	39
2024 Q4	$1.74M	Hold	5,000	–	–	0.57%	34
2024 Q3	$1.62M	Hold	5,000	–	–	0.54%	40
2024 Q2	$1.38M	Hold	5,000	–	–	0.52%	45
2024 Q1	$1.47M	Hold	5,000	–	–	0.61%	40
2023 Q4	$1.2M	Hold	5,000	–	–	0.5%	28
2023 Q3	$1.14M	Hold	5,000	–	–	0.44%	33
2023 Q2	$1.23M	Hold	5,000	–	–	0.47%	32
2023 Q1	$1.19M	Sell	5,000 -302	-6%	-$73.7K	0.52%	32
2022 Q4	$1.28M	Buy	5,302 +302	+6%	+$71.8K	0.61%	32
2022 Q3	$1.02M	Hold	5,000	–	–	0.42%	34
2022 Q2	$968K	Hold	5,000	–	–	0.38%	34
2022 Q1	$1.03M	Hold	5,000	–	–	0.35%	35
2021 Q4	$1.09M	Sell	5,000 -38	-0.8%	-$8.66K	0.32%	39
2021 Q3	$1.13M	Buy	5,038 +480	+11%	+$112K	0.34%	35
2021 Q2	$1.11M	Sell	4,558 -5,048	-53%	-$1.29M	0.38%	33
2021 Q1	$2.49M	Buy	9,606 +460	+5%	+$115K	0.7%	25
2020 Q4	$2.08M	Buy	9,146 +5,461	+148%	+$1.23M	0.57%	31
2020 Q3	$778K	Buy	3,685 +740	+25%	+$147K	0.25%	53
2020 Q2	$510K	Buy	2,945 +45	+2%	+$7.19K	0.16%	67
2020 Q1	$392K	Buy	2,900 +1,600	+123%	+$249K	0.15%	64
2019 Q4	$233K	Hold	1,300	–	–	0.07%	91
2019 Q3	$211K	Hold	1,300	–	–	0.07%	78
2019 Q2	$223K	Sell	1,300 -530	-29%	-$86.8K	0.07%	80
2019 Q1	$289K	Sell	1,830 -15	-0.8%	-$2.25K	0.09%	74
2018 Q4	$247K	Buy	+1,845	New	+$260K	0.09%	69

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

ArchPoint Investors's CMI Position: Q1 2026 in Review

ArchPoint Investors increased its Cummins (CMI) stake by 3.3% in Q1 2026, buying an estimated $92.2K and bringing the position to 5,163 shares worth $2.78M. The position accounts for 0.66% of the portfolio, ranked #36.

ArchPoint Investors first reported a position in CMI in Q4 2018 and has held it in 30 quarters since. 1,955 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

ArchPoint Investors held 5,163 shares of Cummins worth $2.78M as of Q1 2026.
ArchPoint Investors bought 163 Cummins shares in Q1 2026, an estimated $92.2K.
Cummins made up 0.66% of ArchPoint Investors's portfolio in Q1 2026, its #36 holding.
ArchPoint Investors first reported a position in Cummins in Q4 2018 and has held it in 30 quarters since.
1,955 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on ArchPoint Investors's 13F filing for Q1 2026, filed 14 May 2026.