Fermata Advisors’s Cummins CMI Stock Holding History

Fermata 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
2025 Q1	–	Sell	-1,337	Closed	-$466K	–	289
2024 Q4	$466K	Buy	+1,337	New	+$470K	0.09%	146

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fermata Advisors's CMI Position: Q1 2025 in Review

Fermata Advisors sold out of Cummins (CMI) in Q1 2025, closing a stake of 1,337 shares — an estimated $466K sold.

Fermata Advisors first reported a position in CMI in Q4 2024 and held it in 1 quarter. The position peaked at $466K in Q4 2024. 1,567 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

Fermata Advisors reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
Fermata Advisors sold 1,337 Cummins shares in Q1 2025, an estimated $466K.
Fermata Advisors first reported a position in Cummins in Q4 2024 and held it in 1 quarter.
Fermata Advisors's Cummins position peaked at $466K in Q4 2024.
1,567 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Fermata Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.