Lido Advisors
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Lido Advisors’s Cummins CMI Stock Holding History

Lido 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 		$8.31M Sell
15,443
-1,624
-10% -$919K 0.03% 353
2025
Q4 		$7.56M Buy
17,067
+133
+0.8% +$62.2K 0.02% 369
2025
Q3 		$7.15M Buy
16,934
+236
+1% +$90.5K 0.02% 363
2025
Q2 		$5.47M Buy
16,698
+3,335
+25% +$1.03M 0.02% 350
2025
Q1 		$4.19M Sell
13,363
-1,131
-8% -$398K 0.02% 383
2024
Q4 		$5.05M Buy
14,494
+597
+4% +$210K 0.02% 323
2024
Q3 		$4.5M Buy
13,897
+537
+4% +$159K 0.02% 321
2024
Q2 		$3.7M Buy
13,360
+181
+1% +$51.7K 0.02% 329
2024
Q1 		$3.88M Buy
13,179
+427
+3% +$110K 0.02% 315
2023
Q4 		$3.06M Buy
12,752
+448
+4% +$102K 0.02% 330
2023
Q3 		$2.81M Sell
12,304
-1,044
-8% -$252K 0.02% 322
2023
Q2 		$3.27M Buy
13,348
+1,392
+12% +$315K 0.02% 285
2023
Q1 		$2.86M Buy
11,956
+3,500
+41% +$855K 0.03% 279
2022
Q4 		$2.05M Buy
8,456
+816
+11% +$194K 0.03% 292
2022
Q3 		$1.55M Buy
7,640
+75
+1% +$16K 0.02% 293
2022
Q2 		$1.46M Buy
7,565
+300
+4% +$60K 0.02% 271
2022
Q1 		$1.49M Buy
7,265
+170
+2% +$36.8K 0.02% 307
2021
Q4 		$1.55M Buy
7,095
+713
+11% +$162K 0.02% 322
2021
Q3 		$1.43M Buy
6,382
+5,370
+531% +$1.26M 0.02% 325
2021
Q2 		$247K Sell
1,012
-721
-42% -$184K ﹤0.01% 791
2021
Q1 		$449K Sell
1,733
-1,607
-48% -$401K 0.01% 535
2020
Q4 		$758K Buy
3,340
+1,394
+72% +$313K 0.02% 371
2020
Q3 		$411K Buy
+1,946
New +$388K 0.01% 416

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

Lido Advisors's CMI Position: Q1 2026 in Review

Lido Advisors reduced its Cummins (CMI) stake by 9.5% in Q1 2026, selling an estimated $919K and leaving 15,443 shares worth $8.31M. The position accounts for 0.03% of the portfolio, ranked #353.

Lido Advisors first reported a position in CMI in Q3 2020 and has held it in 23 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Lido Advisors held 15,443 shares of Cummins worth $8.31M as of Q1 2026.
  • Lido Advisors sold 1,624 Cummins shares in Q1 2026, an estimated $919K.
  • Cummins made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #353 holding.
  • Lido Advisors first reported a position in Cummins in Q3 2020 and has held it in 23 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

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