FourThought Financial Partners’s Cummins CMI Stock Holding History

FourThought Financial Partners’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	$246K	Sell	458 -42	-8%	-$23.8K	0.02%	311
2025 Q4	$255K	Sell	500 -310	-38%	-$145K	0.02%	376
2025 Q3	$342K	Buy	810 +3	+0.4%	+$1.15K	0.03%	274
2025 Q2	$264K	Buy	807 +1	+0.1%	+$310	0.03%	251
2025 Q1	$253K	Buy	806 +33	+4%	+$11.6K	0.03%	261
2024 Q4	$269K	Buy	+773	New	+$272K	0.03%	256
2024 Q2	–	Sell	-836	Closed	-$246K	–	212
2024 Q1	$246K	Buy	+836	New	+$215K	0.03%	280

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

FourThought Financial Partners's CMI Position: Q1 2026 in Review

FourThought Financial Partners reduced its Cummins (CMI) stake by 8.4% in Q1 2026, selling an estimated $23.8K and leaving 458 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #311.

FourThought Financial Partners first reported a position in CMI in Q1 2024 and has held it in 7 quarters since. The position peaked at $342K in Q3 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

FourThought Financial Partners held 458 shares of Cummins worth $246K as of Q1 2026.
FourThought Financial Partners sold 42 Cummins shares in Q1 2026, an estimated $23.8K.
Cummins made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #311 holding.
FourThought Financial Partners first reported a position in Cummins in Q1 2024 and has held it in 7 quarters since.
FourThought Financial Partners's Cummins position peaked at $342K in Q3 2025.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.