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CVA Family Office’s Cummins CMI Stock Holding History

CVA Family Office’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 		$73.2K Buy
136
+87
+178% +$49.2K 0.01% 519
2025
Q4 		$25K Hold
49
– – ﹤0.01% 656
2025
Q3 		$20.7K Sell
49
-1
-2% -$383 ﹤0.01% 685
2025
Q2 		$16.4K Sell
50
-10
-17% -$3.1K ﹤0.01% 729
2025
Q1 		$18.8K Buy
60
+2
+3% +$705 ﹤0.01% 690
2024
Q4 		$20.2K Buy
58
+18
+45% +$6.32K ﹤0.01% 676
2024
Q3 		$13K Buy
40
+17
+74% +$5.04K ﹤0.01% 720
2024
Q2 		$6.37K Buy
23
+8
+53% +$2.29K ﹤0.01% 801
2024
Q1 		$4.42K Sell
15
-220
-94% -$56.7K ﹤0.01% 846
2023
Q4 		$56.3K Buy
+235
New +$53.4K 0.01% 449
2023
Q3 		– Sell
-125
Closed -$30.6K – 371
2023
Q2 		$30.6K Sell
125
-17
-12% -$3.85K 0.01% 543
2023
Q1 		$33.9K Buy
142
+37
+35% +$9.03K 0.01% 508
2022
Q4 		$25.4K Buy
105
+5
+5% +$1.19K 0.01% 522
2022
Q3 		$20K Hold
100
– – 0.01% 522
2022
Q2 		$19K Buy
+100
New +$20K 0.01% 548
2021
Q3 		– Sell
-111
Closed -$27K – 459
2021
Q2 		$27K Buy
111
+16
+17% +$4.09K 0.01% 460
2021
Q1 		$25K Buy
+95
New +$23.7K 0.01% 364

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

CVA Family Office's CMI Position: Q1 2026 in Review

CVA Family Office increased its Cummins (CMI) stake by 178% in Q1 2026, buying an estimated $49.2K and bringing the position to 136 shares worth $73.2K. The position accounts for 0.01% of the portfolio, ranked #519.

CVA Family Office first reported a position in CMI in Q1 2021 and has held it in 17 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • CVA Family Office held 136 shares of Cummins worth $73.2K as of Q1 2026.
  • CVA Family Office bought 87 Cummins shares in Q1 2026, an estimated $49.2K.
  • Cummins made up 0.01% of CVA Family Office's portfolio in Q1 2026, its #519 holding.
  • CVA Family Office first reported a position in Cummins in Q1 2021 and has held it in 17 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.