Insigneo Advisory Services’s Cummins CMI Stock Holding History

Insigneo Advisory Services’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	$699K	Buy	1,299 +511	+65%	+$289K	0.05%	290
2025 Q4	$402K	Buy	+788	New	+$368K	0.03%	419
2025 Q3	–	Sell	-641	Closed	-$210K	–	755
2025 Q2	$210K	Sell	641 -1	-0.2%	-$310	0.02%	557
2025 Q1	$201K	Buy	642 +22	+4%	+$7.75K	0.02%	524
2024 Q4	$216K	Buy	+620	New	+$218K	0.02%	510

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

Insigneo Advisory Services's CMI Position: Q1 2026 in Review

Insigneo Advisory Services increased its Cummins (CMI) stake by 65% in Q1 2026, buying an estimated $289K and bringing the position to 1,299 shares worth $699K. The position accounts for 0.05% of the portfolio, ranked #290.

Insigneo Advisory Services first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Insigneo Advisory Services held 1,299 shares of Cummins worth $699K as of Q1 2026.
Insigneo Advisory Services bought 511 Cummins shares in Q1 2026, an estimated $289K.
Cummins made up 0.05% of Insigneo Advisory Services's portfolio in Q1 2026, its #290 holding.
Insigneo Advisory Services first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.