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HFM Investment Advisors’s Cummins CMI Stock Holding History

HFM 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 		$2.69K Hold
5
– – ﹤0.01% 200
2025
Q4 		$2.55K Hold
5
– – ﹤0.01% 259
2025
Q3 		$2.11K Buy
5
+1
+25% +$383 ﹤0.01% 181
2025
Q2 		$1.31K Buy
4
+2
+100% +$619 ﹤0.01% 276
2025
Q1 		$627 Buy
+2
New +$705 ﹤0.01% 234

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

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

HFM Investment Advisors held its Cummins (CMI) position steady in Q1 2026 at 5 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

HFM Investment Advisors 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.

  • HFM Investment Advisors held 5 shares of Cummins worth $2.69K as of Q1 2026.
  • HFM Investment Advisors left its Cummins share count unchanged in Q1 2026.
  • Cummins made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #200 holding.
  • HFM Investment Advisors 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 HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.