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Investor's Fiduciary Advisor Network’s Cummins CMI Stock Holding History

Investor's Fiduciary Advisor Network’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 		$254K Sell
474
-45
-9% -$25.5K 0.08% 233
2025
Q4 		$265K Buy
+519
New +$243K 0.06% 241

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

Investor's Fiduciary Advisor Network's CMI Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Cummins (CMI) stake by 8.7% in Q1 2026, selling an estimated $25.5K and leaving 474 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #233.

Investor's Fiduciary Advisor Network first reported a position in CMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $265K in Q4 2025. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 474 shares of Cummins worth $254K as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 45 Cummins shares in Q1 2026, an estimated $25.5K.
  • Cummins made up 0.08% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #233 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Cummins in Q4 2025 and has held it in 2 quarters since.
  • Investor's Fiduciary Advisor Network's Cummins position peaked at $265K in Q4 2025.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.