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Founders Financial Alliance’s Cummins CMI Stock Holding History

Founders Financial Alliance’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 		$596K Buy
1,109
+271
+32% +$153K 0.11% 185
2025
Q4 		$428K Sell
838
-426
-34% -$199K 0.08% 219
2025
Q3 		$534K Buy
1,264
+222
+21% +$85.1K 0.1% 187
2025
Q2 		$341K Sell
1,042
-297
-22% -$91.9K 0.08% 231
2025
Q1 		$420K Buy
1,339
+1
+0.1% +$352 0.1% 204
2024
Q4 		$466K Buy
1,338
+1
+0.1% +$351 0.13% 154
2024
Q3 		$433K Sell
1,337
-40
-3% -$11.8K 0.12% 164
2024
Q2 		$381K Sell
1,377
-55
-4% -$15.7K 0.11% 178
2024
Q1 		$422K Buy
+1,432
New +$369K 0.13% 165
2020
Q4 		– Sell
-876
Closed -$195K – 583
2020
Q3 		$195K Buy
+876
New +$175K 0.12% 161

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

Founders Financial Alliance's CMI Position: Q1 2026 in Review

Founders Financial Alliance increased its Cummins (CMI) stake by 32% in Q1 2026, buying an estimated $153K and bringing the position to 1,109 shares worth $596K. The position accounts for 0.11% of the portfolio, ranked #185.

Founders Financial Alliance first reported a position in CMI in Q3 2020 and has held it in 10 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Founders Financial Alliance held 1,109 shares of Cummins worth $596K as of Q1 2026.
  • Founders Financial Alliance bought 271 Cummins shares in Q1 2026, an estimated $153K.
  • Cummins made up 0.11% of Founders Financial Alliance's portfolio in Q1 2026, its #185 holding.
  • Founders Financial Alliance first reported a position in Cummins in Q3 2020 and has held it in 10 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.