FORA Capital’s Cummins CMI Stock Holding History

FORA Capital’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	$16.4M	Buy	30,563 +28,160	+1,172%	+$15.9M	1.2%	15
2025 Q4	$1.23M	Buy	+2,403	New	+$1.12M	0.15%	177
2025 Q3	–	Sell	-1,277	Closed	-$418K	–	517
2025 Q2	$418K	Sell	1,277 -7,796	-86%	-$2.41M	0.05%	353
2025 Q1	$2.84M	Buy	+9,073	New	+$3.2M	0.29%	115
2024 Q3	–	Sell	-11,973	Closed	-$3.32M	–	459
2024 Q2	$3.32M	Buy	+11,973	New	+$3.42M	0.4%	80
2024 Q1	–	Sell	-18,016	Closed	-$4.32M	–	433
2023 Q4	$4.32M	Buy	+18,016	New	+$4.1M	0.37%	87
2022 Q4	–	Sell	-6,483	Closed	-$1.32M	–	495
2022 Q3	$1.32M	Buy	+6,483	New	+$1.38M	0.25%	119
2021 Q1	–	Sell	-3,894	Closed	-$884K	–	818
2020 Q4	$884K	Buy	3,894 +2,478	+175%	+$556K	0.13%	175
2020 Q3	$299K	Sell	1,416 -2,679	-65%	-$534K	0.2%	117
2020 Q2	$709K	Buy	+4,095	New	+$654K	0.24%	107
2020 Q1	–	Sell	-526	Closed	-$94K	–	1077
2019 Q4	$94K	Buy	+526	New	+$92.6K	0.01%	759

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

FORA Capital's CMI Position: Q1 2026 in Review

FORA Capital increased its Cummins (CMI) stake by 1,172% in Q1 2026, buying an estimated $15.9M and bringing the position to 30,563 shares worth $16.4M. The position accounts for 1.2% of the portfolio, ranked #15.

FORA Capital first reported a position in CMI in Q4 2019 and has held it in 11 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

FORA Capital held 30,563 shares of Cummins worth $16.4M as of Q1 2026.
FORA Capital bought 28,160 Cummins shares in Q1 2026, an estimated $15.9M.
Cummins made up 1.2% of FORA Capital's portfolio in Q1 2026, its #15 holding.
FORA Capital first reported a position in Cummins in Q4 2019 and has held it in 11 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.