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Empire Financial Management Company’s Cummins CMI Stock Holding History

Empire Financial Management Company’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 		$1.13M Sell
2,109
-20
-0.9% -$11.3K 0.26% 109
2025
Q4 		$1.09M Sell
2,129
-96
-4% -$44.9K 0.24% 106
2025
Q3 		$940K Sell
2,225
-23
-1% -$8.82K 0.22% 113
2025
Q2 		$736K Buy
2,248
+63
+3% +$19.5K 0.21% 121
2025
Q1 		$685K Sell
2,185
-6
-0.3% -$2.11K 0.21% 118
2024
Q4 		$764K Sell
2,191
-43
-2% -$15.1K 0.24% 116
2024
Q3 		$723K Sell
2,234
-54
-2% -$16K 0.22% 119
2024
Q2 		$634K Buy
2,288
+75
+3% +$21.4K 0.21% 124
2024
Q1 		$652K Sell
2,213
-136
-6% -$35K 0.22% 121
2023
Q4 		$563K Buy
2,349
+57
+2% +$13K 0.22% 116
2023
Q3 		$524K Sell
2,292
-81
-3% -$19.6K 0.23% 113
2023
Q2 		$582K Buy
+2,373
New +$537K 0.23% 108

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

Empire Financial Management Company's CMI Position: Q1 2026 in Review

Empire Financial Management Company reduced its Cummins (CMI) stake by 0.94% in Q1 2026, selling an estimated $11.3K and leaving 2,109 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #109.

Empire Financial Management Company first reported a position in CMI in Q2 2023 and has held it in 12 quarters since. 1,955 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Empire Financial Management Company held 2,109 shares of Cummins worth $1.13M as of Q1 2026.
  • Empire Financial Management Company sold 20 Cummins shares in Q1 2026, an estimated $11.3K.
  • Cummins made up 0.26% of Empire Financial Management Company's portfolio in Q1 2026, its #109 holding.
  • Empire Financial Management Company first reported a position in Cummins in Q2 2023 and has held it in 12 quarters since.
  • 1,955 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.