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Kovack Advisors’s Cummins CMI Stock Holding History

Kovack 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 		$701K Buy
1,285
+211
+20% +$119K 0.04% 489
2025
Q4 		$548K Buy
+1,074
New +$502K 0.03% 567
2022
Q2 		– Sell
-1,306
Closed -$267K – 629
2022
Q1 		$267K Buy
+1,306
New +$282K 0.03% 558
2021
Q4 		– Sell
-1,418
Closed -$318K – 718
2021
Q3 		$318K Sell
1,418
-26
-2% -$6.09K 0.03% 506
2021
Q2 		$352K Buy
1,444
+125
+9% +$32K 0.04% 455
2021
Q1 		$342K Buy
+1,319
New +$330K 0.04% 410

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

Kovack Advisors's CMI Position: Q1 2026 in Review

Kovack Advisors increased its Cummins (CMI) stake by 20% in Q1 2026, buying an estimated $119K and bringing the position to 1,285 shares worth $701K. The position accounts for 0.04% of the portfolio, ranked #489.

Kovack Advisors first reported a position in CMI in Q1 2021 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Kovack Advisors held 1,285 shares of Cummins worth $701K as of Q1 2026.
  • Kovack Advisors bought 211 Cummins shares in Q1 2026, an estimated $119K.
  • Cummins made up 0.04% of Kovack Advisors's portfolio in Q1 2026, its #489 holding.
  • Kovack Advisors first reported a position in Cummins in Q1 2021 and has held it in 6 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.