Cardiff Park Advisors’s Cummins CMI Stock Holding History

Cardiff Park 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	$584K	Hold	1,085	–	–	0.05%	162
2025 Q4	$554K	Sell	1,085 -100	-8%	-$46.7K	0.05%	168
2025 Q3	$501K	Buy	1,185 +73	+7%	+$28K	0.04%	185
2025 Q2	$364K	Hold	1,112	–	–	0.03%	202
2025 Q1	$349K	Hold	1,112	–	–	0.03%	196
2024 Q4	$388K	Hold	1,112	–	–	0.04%	186
2024 Q3	$360K	Hold	1,112	–	–	0.03%	186
2024 Q2	$308K	Hold	1,112	–	–	0.03%	194
2024 Q1	$328K	Hold	1,112	–	–	0.03%	194
2023 Q4	$266K	Hold	1,112	–	–	0.03%	199
2023 Q3	$254K	Hold	1,112	–	–	0.03%	193
2023 Q2	$273K	Hold	1,112	–	–	0.03%	195
2023 Q1	$266K	Hold	1,112	–	–	0.03%	195
2022 Q4	$269K	Hold	1,112	–	–	0.04%	200
2022 Q3	$226K	Sell	1,112 -4	-0.4%	-$851	0.04%	213
2022 Q2	$216K	Hold	1,116	–	–	0.03%	220
2022 Q1	$229K	Buy	1,116 +4	+0.4%	+$865	0.03%	215
2021 Q4	$243K	Buy	+1,112	New	+$253K	0.03%	211

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

Cardiff Park Advisors's CMI Position: Q1 2026 in Review

Cardiff Park Advisors held its Cummins (CMI) position steady in Q1 2026 at 1,085 shares worth $584K. The position accounts for 0.05% of the portfolio, ranked #162.

Cardiff Park Advisors first reported a position in CMI in Q4 2021 and has held it in 18 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Cardiff Park Advisors held 1,085 shares of Cummins worth $584K as of Q1 2026.
Cardiff Park Advisors left its Cummins share count unchanged in Q1 2026.
Cummins made up 0.05% of Cardiff Park Advisors's portfolio in Q1 2026, its #162 holding.
Cardiff Park Advisors first reported a position in Cummins in Q4 2021 and has held it in 18 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.