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New Age Alpha Advisors’s Cummins CMI Stock Holding History

New Age Alpha 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
Q2 		$3.87M Buy
5,420
+768
+17% +$506K 0.16% 148
2026
Q1 		$2.5M Buy
4,652
+4,397
+1,724% +$2.49M 0.12% 256
2025
Q4 		$130K Buy
+255
New +$119K 0.01% 661
2025
Q1 		– Sell
-8,596
Closed -$3M – 930
2024
Q4 		$3M Buy
+8,596
New +$3.02M 0.12% 241

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

New Age Alpha Advisors's CMI Position: Q2 2026 in Review

New Age Alpha Advisors increased its Cummins (CMI) stake by 17% in Q2 2026, buying an estimated $506K and bringing the position to 5,420 shares worth $3.87M. The position accounts for 0.16% of the portfolio, ranked #148.

New Age Alpha Advisors first reported a position in CMI in Q4 2024 and has held it in 4 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • New Age Alpha Advisors held 5,420 shares of Cummins worth $3.87M as of Q2 2026.
  • New Age Alpha Advisors bought 768 Cummins shares in Q2 2026, an estimated $506K.
  • Cummins made up 0.16% of New Age Alpha Advisors's portfolio in Q2 2026, its #148 holding.
  • New Age Alpha Advisors first reported a position in Cummins in Q4 2024 and has held it in 4 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.