FIA
CMI icon

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
Q2 		$4.45M Sell
6,240
-175
-3% -$115K 0.05% 269
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Foundations Investment Advisors's CMI Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Cummins (CMI) stake by 2.7% in Q2 2026, selling an estimated $115K and leaving 6,240 shares worth $4.45M. The position accounts for 0.05% of the portfolio, ranked #269.

Foundations Investment Advisors first reported a position in CMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.55M in Q4 2024. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Foundations Investment Advisors held 6,240 shares of Cummins worth $4.45M as of Q2 2026.
  • Foundations Investment Advisors sold 175 Cummins shares in Q2 2026, an estimated $115K.
  • Cummins made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #269 holding.
  • Foundations Investment Advisors first reported a position in Cummins in Q1 2023 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Cummins position peaked at $6.55M in Q4 2024.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.