Iron Gate Global Advisors’s Cummins CMI Stock Holding History

Iron Gate Global 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	$295K	Sell	548 -2	-0.4%	-$1.13K	0.03%	79
2025 Q4	$281K	Buy	550 +2	+0.4%	+$935	0.03%	81
2025 Q3	$232K	Buy	+548	New	+$210K	0.02%	96
2022 Q1	–	Sell	-2,429	Closed	-$553K	–	104
2021 Q4	$553K	Sell	2,429 -35	-1%	-$7.97K	0.13%	57
2021 Q3	$553K	Buy	+2,464	New	+$577K	0.15%	62
2018 Q4	–	Sell	-526	Closed	-$77K	–	102
2018 Q3	$77K	Hold	526	–	–	0.05%	104
2018 Q2	$70K	Buy	+526	New	+$78.7K	0.05%	78

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

Iron Gate Global Advisors's CMI Position: Q1 2026 in Review

Iron Gate Global Advisors reduced its Cummins (CMI) stake by 0.36% in Q1 2026, selling an estimated $1.13K and leaving 548 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #79.

Iron Gate Global Advisors first reported a position in CMI in Q2 2018 and has held it in 7 quarters since. The position peaked at $553K in Q4 2021. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Iron Gate Global Advisors held 548 shares of Cummins worth $295K as of Q1 2026.
Iron Gate Global Advisors sold 2 Cummins shares in Q1 2026, an estimated $1.13K.
Cummins made up 0.03% of Iron Gate Global Advisors's portfolio in Q1 2026, its #79 holding.
Iron Gate Global Advisors first reported a position in Cummins in Q2 2018 and has held it in 7 quarters since.
Iron Gate Global Advisors's Cummins position peaked at $553K in Q4 2021.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.