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Florida Financial Advisors’s Cummins CMI Stock Holding History

Florida Financial 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
2026
Q1 		$553K Buy
1,027
+203
+25% +$115K 0.13% 158
2025
Q4 		$421K Buy
824
+58
+8% +$27.1K 0.11% 163
2025
Q3 		$324K Sell
766
-63
-8% -$24.2K 0.1% 191
2025
Q2 		$272K Sell
829
-54
-6% -$16.7K 0.09% 217
2025
Q1 		$277K Buy
883
+2
+0.2% +$705 0.11% 189
2024
Q4 		$307K Sell
881
-523
-37% -$184K 0.14% 143
2024
Q3 		$454K Buy
1,404
+149
+12% +$44.1K 0.23% 83
2024
Q2 		$347K Buy
1,255
+45
+4% +$12.9K 0.21% 87
2024
Q1 		$356K Sell
1,210
-118
-9% -$30.4K 0.26% 68
2023
Q4 		$318K Buy
+1,328
New +$302K 0.29% 66

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

Florida Financial Advisors's CMI Position: Q1 2026 in Review

Florida Financial Advisors increased its Cummins (CMI) stake by 25% in Q1 2026, buying an estimated $115K and bringing the position to 1,027 shares worth $553K. The position accounts for 0.13% of the portfolio, ranked #158.

Florida Financial Advisors first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Florida Financial Advisors held 1,027 shares of Cummins worth $553K as of Q1 2026.
  • Florida Financial Advisors bought 203 Cummins shares in Q1 2026, an estimated $115K.
  • Cummins made up 0.13% of Florida Financial Advisors's portfolio in Q1 2026, its #158 holding.
  • Florida Financial Advisors first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.