Empower Advisory Group
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Empower Advisory Group’s Cummins CMI Stock Holding History

Empower Advisory Group’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 		$705K Sell
1,310
-15
-1% -$8.49K ﹤0.01% 282
2025
Q4 		$676K Sell
1,325
-131
-9% -$61.2K ﹤0.01% 297
2025
Q3 		$615K Buy
1,456
+55
+4% +$21.1K ﹤0.01% 307
2025
Q2 		$459K Sell
1,401
-7
-0.5% -$2.17K ﹤0.01% 337
2025
Q1 		$441K Buy
1,408
+15
+1% +$5.28K ﹤0.01% 335
2024
Q4 		$486K Sell
1,393
-5
-0.4% -$1.76K ﹤0.01% 328
2024
Q3 		$453K Sell
1,398
-78
-5% -$23.1K ﹤0.01% 332
2024
Q2 		$409K Sell
1,476
-110
-7% -$31.4K ﹤0.01% 338
2024
Q1 		$467K Sell
1,586
-73
-4% -$18.8K ﹤0.01% 311
2023
Q4 		$397K Buy
1,659
+11
+0.7% +$2.5K ﹤0.01% 331
2023
Q3 		$377K Sell
1,648
-24
-1% -$5.79K ﹤0.01% 334
2023
Q2 		$410K Sell
1,672
-34
-2% -$7.7K ﹤0.01% 336
2023
Q1 		$407K Buy
+1,706
New +$417K ﹤0.01% 338

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

Empower Advisory Group's CMI Position: Q1 2026 in Review

Empower Advisory Group reduced its Cummins (CMI) stake by 1.1% in Q1 2026, selling an estimated $8.49K and leaving 1,310 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Empower Advisory Group first reported a position in CMI in Q1 2023 and has held it in 13 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Empower Advisory Group held 1,310 shares of Cummins worth $705K as of Q1 2026.
  • Empower Advisory Group sold 15 Cummins shares in Q1 2026, an estimated $8.49K.
  • Cummins made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #282 holding.
  • Empower Advisory Group first reported a position in Cummins in Q1 2023 and has held it in 13 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.