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Foundations Investment Advisors’s Cummins CMI Stock Holding History

Foundations Investment 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 		$3.45M Sell
6,415
-1,862
-22% -$1.05M 0.04% 276
2025
Q4 		$4.22M Sell
8,277
-3,347
-29% -$1.56M 0.06% 243
2025
Q3 		$4.91M Sell
11,624
-232
-2% -$88.9K 0.07% 214
2025
Q2 		$3.88M Sell
11,856
-19
-0.2% -$5.88K 0.06% 236
2025
Q1 		$3.72M Sell
11,875
-6,913
-37% -$2.44M 0.07% 227
2024
Q4 		$6.55M Sell
18,788
-116
-0.6% -$40.8K 0.13% 150
2024
Q3 		$6.12M Buy
18,904
+17,447
+1,197% +$5.17M 0.13% 144
2024
Q2 		$403K Sell
1,457
-132
-8% -$37.7K 0.01% 542
2024
Q1 		$468K Sell
1,589
-142
-8% -$36.6K 0.01% 480
2023
Q4 		$421K Buy
1,731
+195
+13% +$44.3K 0.01% 477
2023
Q3 		$351K Buy
1,536
+99
+7% +$23.9K 0.01% 477
2023
Q2 		$352K Buy
1,437
+30
+2% +$6.79K 0.01% 438
2023
Q1 		$336K Buy
+1,407
New +$344K 0.01% 375

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

Foundations Investment Advisors's CMI Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Cummins (CMI) stake by 22% in Q1 2026, selling an estimated $1.05M and leaving 6,415 shares worth $3.45M. The position accounts for 0.04% of the portfolio, ranked #276.

Foundations Investment Advisors first reported a position in CMI in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.55M in Q4 2024. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Foundations Investment Advisors held 6,415 shares of Cummins worth $3.45M as of Q1 2026.
  • Foundations Investment Advisors sold 1,862 Cummins shares in Q1 2026, an estimated $1.05M.
  • Cummins made up 0.04% of Foundations Investment Advisors's portfolio in Q1 2026, its #276 holding.
  • Foundations Investment Advisors first reported a position in Cummins in Q1 2023 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Cummins position peaked at $6.55M in Q4 2024.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.