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Concurrent Investment Advisors’s Cummins CMI Stock Holding History

Concurrent Investment 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 		$7.84M Buy
14,580
+133
+0.9% +$75.3K 0.09% 253
2025
Q4 		$7.37M Buy
14,447
+1,872
+15% +$875K 0.08% 248
2025
Q3 		$5.31M Sell
12,575
-396
-3% -$152K 0.09% 227
2025
Q2 		$4.25M Buy
12,971
+450
+4% +$139K 0.08% 254
2025
Q1 		$3.92M Buy
12,521
+680
+6% +$240K 0.1% 229
2024
Q4 		$4.13M Buy
11,841
+8,851
+296% +$3.11M 0.11% 186
2024
Q3 		$968K Buy
2,990
+12
+0.4% +$3.56K 0.03% 470
2024
Q2 		$825K Sell
2,978
-257
-8% -$73.4K 0.03% 481
2024
Q1 		$953K Buy
3,235
+603
+23% +$155K 0.04% 378
2023
Q4 		$630K Buy
+2,632
New +$598K 0.03% 434

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

Concurrent Investment Advisors's CMI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Cummins (CMI) stake by 0.92% in Q1 2026, buying an estimated $75.3K and bringing the position to 14,580 shares worth $7.84M. The position accounts for 0.09% of the portfolio, ranked #253.

Concurrent Investment Advisors first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Concurrent Investment Advisors held 14,580 shares of Cummins worth $7.84M as of Q1 2026.
  • Concurrent Investment Advisors bought 133 Cummins shares in Q1 2026, an estimated $75.3K.
  • Cummins made up 0.09% of Concurrent Investment Advisors's portfolio in Q1 2026, its #253 holding.
  • Concurrent Investment Advisors first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.