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Atomi Financial Group’s Cummins CMI Stock Holding History

Atomi Financial Group’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 		$1.72M Buy
3,188
+28
+0.9% +$15.8K 0.05% 274
2025
Q4 		$1.61M Buy
3,160
+503
+19% +$235K 0.05% 270
2025
Q3 		$1.12M Buy
2,657
+423
+19% +$162K 0.04% 340
2025
Q2 		$732K Buy
2,234
+525
+31% +$163K 0.03% 443
2025
Q1 		$536K Sell
1,709
-22
-1% -$7.75K 0.02% 509
2024
Q4 		$603K Buy
1,731
+393
+29% +$138K 0.03% 407
2024
Q3 		$433K Buy
1,338
+112
+9% +$33.2K 0.03% 515
2024
Q2 		$340K Buy
1,226
+29
+2% +$8.29K 0.03% 541
2024
Q1 		$353K Buy
1,197
+33
+3% +$8.51K 0.03% 468
2023
Q4 		$279K Buy
+1,164
New +$265K 0.04% 440
2023
Q3 		– Sell
-854
Closed -$209K – 356
2023
Q2 		$209K Buy
+854
New +$193K 0.1% 243

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

Atomi Financial Group's CMI Position: Q1 2026 in Review

Atomi Financial Group increased its Cummins (CMI) stake by 0.89% in Q1 2026, buying an estimated $15.8K and bringing the position to 3,188 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #274.

Atomi Financial Group first reported a position in CMI in Q2 2023 and has held it in 11 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Atomi Financial Group held 3,188 shares of Cummins worth $1.72M as of Q1 2026.
  • Atomi Financial Group bought 28 Cummins shares in Q1 2026, an estimated $15.8K.
  • Cummins made up 0.05% of Atomi Financial Group's portfolio in Q1 2026, its #274 holding.
  • Atomi Financial Group first reported a position in Cummins in Q2 2023 and has held it in 11 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.