FFO
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Fiduciary Family Office’s Cummins CMI Stock Holding History

Fiduciary 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 		$1.01M Sell
1,886
-687
-27% -$389K 0.29% 70
2025
Q4 		$1.31M Sell
2,573
-292
-10% -$136K 0.38% 48
2025
Q3 		$1.21M Sell
2,865
-201
-7% -$77.1K 0.34% 53
2025
Q2 		$1M Sell
3,066
-9
-0.3% -$2.79K 0.33% 65
2025
Q1 		$964K Buy
+3,075
New +$1.08M 0.32% 64
2024
Q4 		– Sell
-2,810
Closed -$910K – 114
2024
Q3 		$910K Buy
2,810
+1,856
+195% +$550K 0.3% 72
2024
Q2 		$264K Hold
954
– – 0.1% 170
2024
Q1 		$281K Hold
954
– – 0.11% 169
2023
Q4 		$229K Buy
+954
New +$217K 0.1% 197

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

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

Fiduciary Family Office reduced its Cummins (CMI) stake by 27% in Q1 2026, selling an estimated $389K and leaving 1,886 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #70.

Fiduciary Family Office first reported a position in CMI in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Fiduciary Family Office held 1,886 shares of Cummins worth $1.01M as of Q1 2026.
  • Fiduciary Family Office sold 687 Cummins shares in Q1 2026, an estimated $389K.
  • Cummins made up 0.29% of Fiduciary Family Office's portfolio in Q1 2026, its #70 holding.
  • Fiduciary Family Office first reported a position in Cummins in Q4 2023 and has held it in 9 quarters since.
  • Fiduciary Family Office's Cummins position peaked at $1.31M in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.