EFM
CMI icon

Eley Financial Management’s Cummins CMI Stock Holding History

Eley Financial Management’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 		$7.85M Sell
14,600
-297
-2% -$168K 2.83% 8
2025
Q4 		$7.6M Sell
14,897
-415
-3% -$194K 2.73% 10
2025
Q3 		$6.47M Sell
15,312
-171
-1% -$65.6K 2.33% 11
2025
Q2 		$5.07M Buy
15,483
+50
+0.3% +$15.5K 1.95% 15
2025
Q1 		$4.87M Sell
15,433
-30
-0.2% -$10.6K 1.95% 14
2024
Q4 		$5.39M Sell
15,463
-94
-0.6% -$33K 2.1% 13
2024
Q3 		$5.04M Sell
15,557
-262
-2% -$77.6K 2.03% 14
2024
Q2 		$4.38M Buy
15,819
+5
+0% +$1.43K 1.86% 19
2024
Q1 		$4.66M Buy
15,814
+167
+1% +$43K 2.01% 15
2023
Q4 		$3.75M Buy
15,647
+92
+0.6% +$20.9K 1.76% 18
2023
Q3 		$3.6M Sell
15,555
-62
-0.4% -$15K 1.83% 17
2023
Q2 		$3.83M Buy
15,617
+56
+0.4% +$12.7K 1.86% 16
2023
Q1 		$3.72M Sell
15,561
-234
-1% -$57.1K 1.92% 17
2022
Q4 		$3.83M Buy
+15,795
New +$3.76M 2.06% 15

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

Eley Financial Management's CMI Position: Q1 2026 in Review

Eley Financial Management reduced its Cummins (CMI) stake by 2% in Q1 2026, selling an estimated $168K and leaving 14,600 shares worth $7.85M. The position accounts for 2.83% of the portfolio, ranked #8.

Eley Financial Management first reported a position in CMI in Q4 2022 and has held it in 14 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Eley Financial Management held 14,600 shares of Cummins worth $7.85M as of Q1 2026.
  • Eley Financial Management sold 297 Cummins shares in Q1 2026, an estimated $168K.
  • Cummins made up 2.83% of Eley Financial Management's portfolio in Q1 2026, its #8 holding.
  • Eley Financial Management first reported a position in Cummins in Q4 2022 and has held it in 14 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.