Northern Financial Advisors’s Cummins CMI Stock Holding History

Northern Financial 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	$880K	Buy	1,636 +223	+16%	+$126K	0.64%	50
2025 Q4	$721K	Sell	1,413 -219	-13%	-$102K	0.82%	35
2025 Q3	$689K	Hold	1,632	–	–	0.36%	66
2025 Q2	$534K	Hold	1,632	–	–	0.4%	66
2025 Q1	$512K	Hold	1,632	–	–	0.42%	70
2024 Q4	$569K	Hold	1,632	–	–	0.45%	63
2024 Q3	$528K	Hold	1,632	–	–	0.4%	74
2024 Q2	$452K	Hold	1,632	–	–	0.36%	80
2024 Q1	$481K	Sell	1,632 -8	-0.5%	-$2.06K	0.38%	81
2023 Q4	$393K	Hold	1,640	–	–	0.33%	83
2023 Q3	$375K	Hold	1,640	–	–	0.34%	81
2023 Q2	$402K	Sell	1,640 -102	-6%	-$23.1K	0.35%	77
2023 Q1	$416K	Hold	1,742	–	–	0.39%	75
2022 Q4	$422K	Buy	+1,742	New	+$414K	0.48%	62

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

Northern Financial Advisors's CMI Position: Q1 2026 in Review

Northern Financial Advisors increased its Cummins (CMI) stake by 16% in Q1 2026, buying an estimated $126K and bringing the position to 1,636 shares worth $880K. The position accounts for 0.64% of the portfolio, ranked #50.

Northern Financial Advisors first reported a position in CMI in Q4 2022 and has held it in 14 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Northern Financial Advisors held 1,636 shares of Cummins worth $880K as of Q1 2026.
Northern Financial Advisors bought 223 Cummins shares in Q1 2026, an estimated $126K.
Cummins made up 0.64% of Northern Financial Advisors's portfolio in Q1 2026, its #50 holding.
Northern Financial Advisors first reported a position in Cummins in Q4 2022 and has held it in 14 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.