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Phoenix Financial’s Cummins CMI Stock Holding History

Phoenix Financial’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 		$735K Buy
1,366
+303
+29% +$171K 0.01% 258
2025
Q4 		$543K Buy
1,063
+60
+6% +$28K 0.01% 287
2025
Q3 		$424K Buy
1,003
+338
+51% +$130K 0.01% 319
2025
Q2 		$218K Buy
+665
New +$206K ﹤0.01% 391

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $336B AUM 34.66% 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

Phoenix Financial's CMI Position: Q1 2026 in Review

Phoenix Financial increased its Cummins (CMI) stake by 29% in Q1 2026, buying an estimated $171K and bringing the position to 1,366 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #258.

Phoenix Financial first reported a position in CMI in Q2 2025 and has held it in 4 quarters since. 1,959 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Phoenix Financial held 1,366 shares of Cummins worth $735K as of Q1 2026.
  • Phoenix Financial bought 303 Cummins shares in Q1 2026, an estimated $171K.
  • Cummins made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #258 holding.
  • Phoenix Financial first reported a position in Cummins in Q2 2025 and has held it in 4 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.