First Pacific Financial
CMI icon

First Pacific Financial’s Cummins CMI Stock Holding History

First Pacific Financial’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
Q3 		$1.23M Sell
2,374
-29
-1% -$17.5K 0.13% 93
2026
Q2 		$1.71M Sell
2,403
-90
-4% -$59.3K 0.2% 56
2026
Q1 		$1.34M Sell
2,493
-90
-3% -$50.9K 0.17% 64
2025
Q4 		$1.32M Sell
2,583
-201
-7% -$94K 0.17% 67
2025
Q3 		$1.18M Sell
2,784
-180
-6% -$69K 0.16% 72
2025
Q2 		$971K Sell
2,964
-393
-12% -$122K 0.14% 81
2025
Q1 		$1.05M Sell
3,357
-588
-15% -$207K 0.21% 50
2024
Q4 		$1.38M Sell
3,945
-106
-3% -$37.2K 0.32% 43
2024
Q3 		$1.31M Buy
4,051
+79
+2% +$23.4K 0.31% 43
2024
Q2 		$1.1M Buy
3,972
+149
+4% +$42.6K 0.28% 48
2024
Q1 		$1.13M Buy
3,823
+47
+1% +$12.1K 0.31% 44
2023
Q4 		$905K Sell
3,776
-9
-0.2% -$2.05K 0.28% 55
2023
Q3 		$865K Sell
3,785
-132
-3% -$31.9K 0.39% 46
2023
Q2 		$960K Buy
3,917
+47
+1% +$10.6K 0.41% 45
2023
Q1 		$924K Sell
3,870
-111
-3% -$27.1K 0.43% 42
2022
Q4 		$965K Buy
3,981
+133
+3% +$31.6K 0.48% 36
2022
Q3 		$783K Buy
3,848
+236
+7% +$50.2K 0.45% 46
2022
Q2 		$699K Buy
3,612
+90
+3% +$18K 0.33% 58
2022
Q1 		$722K Buy
3,522
+86
+3% +$18.6K 0.37% 59
2021
Q4 		$750K Buy
3,436
+173
+5% +$39.4K 0.36% 65
2021
Q3 		$733K Buy
3,263
+185
+6% +$43.4K 0.39% 57
2021
Q2 		$750K Buy
3,078
+340
+12% +$87K 0.41% 45
2021
Q1 		$709K Buy
2,738
+185
+7% +$46.2K 0.44% 35
2020
Q4 		$580K Buy
+2,553
New +$573K 0.35% 32

Other funds holding CMI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Pacific Financial's CMI Position: Q3 2026 in Review

First Pacific Financial reduced its Cummins (CMI) stake by 1.2% in Q3 2026, selling an estimated $17.5K and leaving 2,374 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #93.

First Pacific Financial first reported a position in CMI in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.71M in Q2 2026. 1,618 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • First Pacific Financial held 2,374 shares of Cummins worth $1.23M as of Q3 2026.
  • First Pacific Financial sold 29 Cummins shares in Q3 2026, an estimated $17.5K.
  • Cummins made up 0.13% of First Pacific Financial's portfolio in Q3 2026, its #93 holding.
  • First Pacific Financial first reported a position in Cummins in Q4 2020 and has held it in 24 quarters since.
  • First Pacific Financial's Cummins position peaked at $1.71M in Q2 2026.
  • 1,618 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.