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Mutual Advisors’s Cummins CMI Stock Holding History

Mutual 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 		$843K Sell
1,567
-1,058
-40% -$599K 0.02% 665
2025
Q4 		$1.34M Sell
2,625
-89
-3% -$41.6K 0.03% 479
2025
Q3 		$1.13M Buy
2,714
+45
+2% +$17.3K 0.03% 520
2025
Q2 		$986K Buy
2,669
+63
+2% +$19.5K 0.02% 520
2025
Q1 		$764K Buy
2,606
+188
+8% +$66.2K 0.02% 548
2024
Q4 		$886K Sell
2,418
-159
-6% -$55.9K 0.03% 521
2024
Q3 		$857K Buy
2,577
+149
+6% +$44.1K 0.03% 535
2024
Q2 		$707K Buy
2,428
+23
+1% +$6.57K 0.02% 598
2024
Q1 		$709K Buy
2,405
+288
+14% +$74.2K 0.02% 586
2023
Q4 		$507K Buy
2,117
+357
+20% +$81.2K 0.02% 648
2023
Q3 		$402K Sell
1,760
-64
-4% -$15.5K 0.02% 685
2023
Q2 		$447K Buy
1,824
+9
+0.5% +$2.04K 0.02% 673
2023
Q1 		$434K Buy
1,815
+233
+15% +$56.9K 0.02% 666
2022
Q4 		$383K Sell
1,582
-445
-22% -$106K 0.02% 668
2022
Q3 		$413K Sell
2,027
-240
-11% -$51.1K 0.02% 617
2022
Q2 		$439K Sell
2,267
-21
-0.9% -$4.2K 0.03% 574
2022
Q1 		$469K Sell
2,288
-72
-3% -$15.6K 0.03% 589
2021
Q4 		$515K Buy
2,360
+362
+18% +$82.5K 0.03% 575
2021
Q3 		$449K Sell
1,998
-436
-18% -$102K 0.03% 579
2021
Q2 		$593K Buy
2,434
+34
+1% +$8.7K 0.04% 478
2021
Q1 		$622K Buy
2,400
+839
+54% +$210K 0.04% 439
2020
Q4 		$355K Sell
1,561
-25
-2% -$5.61K 0.03% 555
2020
Q3 		$335K Sell
1,586
-10
-0.6% -$1.99K 0.03% 514
2020
Q2 		$277K Sell
1,596
-100
-6% -$16K 0.03% 525
2020
Q1 		$230K Buy
1,696
+307
+22% +$47.9K 0.03% 461
2019
Q4 		$249K Sell
1,389
-319
-19% -$56.1K 0.03% 510
2019
Q3 		$278K Sell
1,708
-957
-36% -$153K 0.04% 436
2019
Q2 		$457K Buy
+2,665
New +$436K 0.06% 338

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

Mutual Advisors's CMI Position: Q1 2026 in Review

Mutual Advisors reduced its Cummins (CMI) stake by 40% in Q1 2026, selling an estimated $599K and leaving 1,567 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #665.

Mutual Advisors first reported a position in CMI in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.34M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Mutual Advisors held 1,567 shares of Cummins worth $843K as of Q1 2026.
  • Mutual Advisors sold 1,058 Cummins shares in Q1 2026, an estimated $599K.
  • Cummins made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #665 holding.
  • Mutual Advisors first reported a position in Cummins in Q2 2019 and has held it in 28 quarters since.
  • Mutual Advisors's Cummins position peaked at $1.34M in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.