Mirabella Financial Services’s Cummins CMI Stock Holding History

Mirabella Financial Services’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	$6.44M	Buy	11,964 +2,126	+22%	+$1.2M	0.61%	13
2025 Q4	$5.02M	Buy	+9,838	New	+$4.6M	0.47%	34
2024 Q3	–	Sell	-9,406	Closed	-$2.6M	–	221
2024 Q2	$2.6M	Buy	+9,406	New	+$2.69M	0.19%	65
2024 Q1	–	Sell	-8,310	Closed	-$1.99M	–	538
2023 Q4	$1.99M	Buy	+8,310	New	+$1.89M	0.27%	86
2023 Q2	–	Sell	-941	Closed	-$225K	–	509
2023 Q1	$225K	Buy	+941	New	+$230K	0.03%	342
2022 Q4	–	Sell	-1,221	Closed	-$250K	–	418
2022 Q3	$250K	Sell	1,221 -13,446	-92%	-$2.86M	0.03%	250
2022 Q2	$2.84M	Buy	14,667 +5,856	+66%	+$1.17M	0.28%	76
2022 Q1	$1.81M	Buy	+8,811	New	+$1.91M	0.2%	104
2021 Q3	–	Sell	-5,482	Closed	-$1.34M	–	445
2021 Q2	$1.34M	Buy	+5,482	New	+$1.4M	0.24%	112
2021 Q1	–	Sell	-31,511	Closed	-$7.16M	–	306
2020 Q4	$7.16M	Buy	+31,511	New	+$7.08M	0.89%	29

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

Mirabella Financial Services's CMI Position: Q1 2026 in Review

Mirabella Financial Services increased its Cummins (CMI) stake by 22% in Q1 2026, buying an estimated $1.2M and bringing the position to 11,964 shares worth $6.44M. The position accounts for 0.61% of the portfolio, ranked #13.

Mirabella Financial Services first reported a position in CMI in Q4 2020 and has held it in 10 quarters since. The position peaked at $7.16M in Q4 2020. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Mirabella Financial Services held 11,964 shares of Cummins worth $6.44M as of Q1 2026.
Mirabella Financial Services bought 2,126 Cummins shares in Q1 2026, an estimated $1.2M.
Cummins made up 0.61% of Mirabella Financial Services's portfolio in Q1 2026, its #13 holding.
Mirabella Financial Services first reported a position in Cummins in Q4 2020 and has held it in 10 quarters since.
Mirabella Financial Services's Cummins position peaked at $7.16M in Q4 2020.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.