Atria Investments’s Cummins CMI Stock Holding History

Atria Investments’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	$7.52M	Sell	13,982 -2,499	-15%	-$1.41M	0.08%	257
2025 Q4	$8.41M	Buy	16,481 +3,390	+26%	+$1.58M	0.1%	230
2025 Q3	$5.53M	Sell	13,091 -469	-3%	-$180K	0.06%	356
2025 Q2	$4.44M	Sell	13,560 -1,105	-8%	-$342K	0.05%	417
2025 Q1	$4.6M	Buy	14,665 +1,738	+13%	+$612K	0.06%	396
2024 Q4	$4.51M	Sell	12,927 -1,460	-10%	-$513K	0.06%	389
2024 Q3	$4.66M	Sell	14,387 -816	-5%	-$242K	0.06%	376
2024 Q2	$4.21M	Sell	15,203 -368	-2%	-$105K	0.05%	392
2024 Q1	$4.59M	Sell	15,571 -199	-1%	-$51.3K	0.06%	364
2023 Q4	$3.78M	Buy	15,770 +3,052	+24%	+$694K	0.06%	369
2023 Q3	$2.91M	Buy	12,718 +207	+2%	+$50K	0.05%	439
2023 Q2	$3.07M	Sell	12,511 -464	-4%	-$105K	0.06%	408
2023 Q1	$3.1M	Buy	12,975 +157	+1%	+$38.3K	0.06%	390
2022 Q4	$3.11M	Buy	12,818 +563	+5%	+$134K	0.06%	370
2022 Q3	$2.49M	Buy	12,255 +775	+7%	+$165K	0.06%	418
2022 Q2	$2.22M	Buy	11,480 +1,445	+14%	+$289K	0.05%	465
2022 Q1	$2.06M	Buy	10,035 +887	+10%	+$192K	0.04%	559
2021 Q4	$2M	Buy	9,148 +1,005	+12%	+$229K	0.04%	569
2021 Q3	$1.83M	Buy	8,143 +1,021	+14%	+$239K	0.03%	562
2021 Q2	$1.74M	Buy	7,122 +720	+11%	+$184K	0.03%	564
2021 Q1	$1.66M	Sell	6,402 -261	-4%	-$65.2K	0.04%	525
2020 Q4	$1.51M	Sell	6,663 -422	-6%	-$94.8K	0.04%	511
2020 Q3	$1.5M	Sell	7,085 -2,965	-30%	-$591K	0.05%	425
2020 Q2	$1.74M	Buy	+10,050	New	+$1.61M	0.06%	348
2020 Q1	–	Sell	-11,940	Closed	-$2.14M	–	661
2019 Q4	$2.14M	Buy	11,940 +1,023	+9%	+$180K	0.06%	285
2019 Q3	$1.78M	Sell	10,917 -19,810	-64%	-$3.17M	0.06%	260
2019 Q2	$4.57M	Buy	30,727 +14,529	+90%	+$2.38M	0.17%	119
2019 Q1	$2.56M	Buy	16,198 +11,892	+276%	+$1.78M	0.11%	180
2018 Q4	$575K	Buy	4,306 +467	+12%	+$65.9K	0.03%	452
2018 Q3	$561K	Buy	3,839 +185	+5%	+$26K	0.02%	560
2018 Q2	$486K	Buy	3,654 +75	+2%	+$11.2K	0.02%	581
2018 Q1	$580K	Buy	3,579 +78	+2%	+$13.4K	0.03%	476
2017 Q4	$618K	Buy	3,501 +452	+15%	+$77.3K	0.03%	441
2017 Q3	$512K	Buy	3,049 +806	+36%	+$130K	0.03%	448
2017 Q2	$364K	Buy	+2,243	New	+$348K	0.02%	506
2016 Q4	–	Sell	-7,553	Closed	-$968K	–	637
2016 Q3	$968K	Buy	7,553 +2,296	+44%	+$279K	0.09%	195
2016 Q2	$595K	Buy	5,257 +1,289	+32%	+$146K	0.06%	231
2016 Q1	$436K	Buy	+3,968	New	+$384K	0.05%	277

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

Atria Investments's CMI Position: Q1 2026 in Review

Atria Investments reduced its Cummins (CMI) stake by 15% in Q1 2026, selling an estimated $1.41M and leaving 13,982 shares worth $7.52M. The position accounts for 0.08% of the portfolio, ranked #257.

Atria Investments first reported a position in CMI in Q1 2016 and has held it in 38 quarters since. The position peaked at $8.41M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Atria Investments held 13,982 shares of Cummins worth $7.52M as of Q1 2026.
Atria Investments sold 2,499 Cummins shares in Q1 2026, an estimated $1.41M.
Cummins made up 0.08% of Atria Investments's portfolio in Q1 2026, its #257 holding.
Atria Investments first reported a position in Cummins in Q1 2016 and has held it in 38 quarters since.
Atria Investments's Cummins position peaked at $8.41M in Q4 2025.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.