Fortress Private Ledger’s Cummins CMI Stock Holding History

Fortress Private Ledger’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	$1.02M	Buy	1,897 +94	+5%	+$53.2K	0.32%	72
2025 Q4	$920K	Buy	1,803 +257	+17%	+$120K	0.3%	71
2025 Q3	$653K	Buy	1,546 +164	+12%	+$62.9K	0.24%	82
2025 Q2	$452K	Buy	1,382 +404	+41%	+$125K	0.21%	95
2025 Q1	$307K	Buy	+978	New	+$345K	0.17%	125

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

Fortress Private Ledger's CMI Position: Q1 2026 in Review

Fortress Private Ledger increased its Cummins (CMI) stake by 5.2% in Q1 2026, buying an estimated $53.2K and bringing the position to 1,897 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #72.

Fortress Private Ledger first reported a position in CMI in Q1 2025 and has held it in 5 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Fortress Private Ledger held 1,897 shares of Cummins worth $1.02M as of Q1 2026.
Fortress Private Ledger bought 94 Cummins shares in Q1 2026, an estimated $53.2K.
Cummins made up 0.32% of Fortress Private Ledger's portfolio in Q1 2026, its #72 holding.
Fortress Private Ledger first reported a position in Cummins in Q1 2025 and has held it in 5 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.