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L & S Advisors’s Cummins CMI Stock Holding History

L & S 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 		$8.79M Buy
16,344
+184
+1% +$104K 1.11% 23
2025
Q4 		$8.25M Sell
16,160
-8,432
-34% -$3.94M 0.76% 28
2025
Q3 		$10.4M Buy
24,592
+5,087
+26% +$1.95M 1% 27
2025
Q2 		$6.39M Buy
+19,505
New +$6.04M 0.63% 51
2025
Q1 		– Sell
-26,149
Closed -$9.12M – 356
2024
Q4 		$9.12M Sell
26,149
-7,803
-23% -$2.74M 1% 25
2024
Q3 		$11M Buy
+33,952
New +$10.1M 1.15% 17
2024
Q1 		– Sell
-23,028
Closed -$5.52M – 337
2023
Q4 		$5.52M Buy
+23,028
New +$5.23M 0.67% 51
2021
Q4 		– Sell
-24,057
Closed -$5.4M – 306
2021
Q3 		$5.4M Buy
24,057
+3,086
+15% +$723K 0.58% 48
2021
Q2 		$5.11M Sell
20,971
-15,644
-43% -$4M 0.55% 49
2021
Q1 		$9.49M Buy
36,615
+5,748
+19% +$1.44M 1.08% 12
2020
Q4 		$7.01M Buy
30,867
+1,509
+5% +$339K 0.81% 22
2020
Q3 		$6.2M Buy
29,358
+19,654
+203% +$3.92M 0.85% 24
2020
Q2 		$1.68M Buy
+9,704
New +$1.55M 0.25% 106
2018
Q3 		– Sell
-1,779
Closed -$237K – 329
2018
Q2 		$237K Sell
1,779
-3,602
-67% -$539K 0.04% 268
2018
Q1 		$872K Sell
5,381
-34,450
-86% -$5.92M 0.17% 135
2017
Q4 		$7.04M Buy
39,831
+49
+0.1% +$8.38K 1.08% 23
2017
Q3 		$6.68M Buy
39,782
+7,080
+22% +$1.15M 1.12% 22
2017
Q2 		$5.3M Buy
32,702
+7,234
+28% +$1.12M 0.93% 36
2017
Q1 		$3.85M Buy
+25,468
New +$3.77M 0.73% 35
2015
Q1 		– Sell
-14,099
Closed -$2.03M – 93
2014
Q4 		$2.03M Buy
+14,099
New +$1.99M 0.64% 44
2014
Q3 		– Sell
-13,330
Closed -$2.06M – 56
2014
Q2 		$2.06M Sell
13,330
-421
-3% -$63.7K 0.82% 40
2014
Q1 		$2.05M Sell
13,751
-14,731
-52% -$2.05M 1.09% 37
2013
Q4 		$4.01M Buy
+28,482
New +$3.78M 1.46% 26

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

L & S Advisors's CMI Position: Q1 2026 in Review

L & S Advisors increased its Cummins (CMI) stake by 1.1% in Q1 2026, buying an estimated $104K and bringing the position to 16,344 shares worth $8.79M. The position accounts for 1.11% of the portfolio, ranked #23.

L & S Advisors first reported a position in CMI in Q4 2013 and has held it in 23 quarters since. The position peaked at $11M in Q3 2024. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • L & S Advisors held 16,344 shares of Cummins worth $8.79M as of Q1 2026.
  • L & S Advisors bought 184 Cummins shares in Q1 2026, an estimated $104K.
  • Cummins made up 1.11% of L & S Advisors's portfolio in Q1 2026, its #23 holding.
  • L & S Advisors first reported a position in Cummins in Q4 2013 and has held it in 23 quarters since.
  • L & S Advisors's Cummins position peaked at $11M in Q3 2024.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.