First Affirmative Financial Network’s Cummins CMI Stock Holding History

First Affirmative Financial Network’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	$545K	Buy	+1,013	New	+$573K	0.21%	111
2025 Q3	$298K	Buy	705 +94	+15%	+$36K	0.14%	190
2025 Q2	$200K	Sell	611 -55	-8%	-$17K	0.1%	252
2025 Q1	$209K	Sell	666 -129	-16%	-$45.4K	0.13%	225
2024 Q4	$277K	Sell	795 -141	-15%	-$49.5K	0.16%	168
2024 Q3	$303K	Sell	936 -240	-20%	-$71.1K	0.17%	168
2024 Q2	$326K	Sell	1,176 -9	-0.8%	-$2.57K	0.23%	138
2024 Q1	$349K	Buy	1,185 +8	+0.7%	+$2.06K	0.26%	124
2023 Q4	$282K	Buy	1,177 +72	+7%	+$16.4K	0.23%	152
2023 Q3	$252K	Buy	1,105 +78	+8%	+$18.8K	0.25%	134
2023 Q2	$252K	Buy	+1,027	New	+$233K	0.25%	129

Other funds holding CMI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Affirmative Financial Network's CMI Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Cummins (CMI) in Q1 2026: 1,013 shares worth $545K. The stake represents 0.21% of the portfolio and ranks #111 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CMI as recently as Q3 2025.

First Affirmative Financial Network first reported a position in CMI in Q2 2023 and has held it in 11 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

First Affirmative Financial Network held 1,013 shares of Cummins worth $545K as of Q1 2026.
Cummins was a new First Affirmative Financial Network position in Q1 2026.
Cummins made up 0.21% of First Affirmative Financial Network's portfolio in Q1 2026, its #111 holding.
First Affirmative Financial Network first reported a position in Cummins in Q2 2023 and has held it in 11 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.