Phoenix Wealth Advisors’s Cummins CMI Stock Holding History

Phoenix Wealth 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	$2.08M	Sell	3,868 -2,138	-36%	-$1.21M	0.82%	34
2025 Q4	$3.07M	Sell	6,006 -75	-1%	-$35.1K	1.18%	21
2025 Q3	$2.57M	Sell	6,081 -399	-6%	-$153K	0.99%	27
2025 Q2	$2.12M	Sell	6,480 -170	-3%	-$52.6K	0.89%	36
2025 Q1	$2.08M	Buy	+6,650	New	+$2.34M	0.91%	37
2021 Q4	–	Sell	-471	Closed	-$106K	–	163
2021 Q3	$106K	Hold	471	–	–	0.08%	150
2021 Q2	$111K	Hold	471	–	–	0.08%	151
2021 Q1	$121K	Hold	471	–	–	0.09%	141
2020 Q4	$107K	Buy	+471	New	+$106K	0.08%	143

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

Phoenix Wealth Advisors's CMI Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Cummins (CMI) stake by 36% in Q1 2026, selling an estimated $1.21M and leaving 3,868 shares worth $2.08M. The position accounts for 0.82% of the portfolio, ranked #34.

Phoenix Wealth Advisors first reported a position in CMI in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.07M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Phoenix Wealth Advisors held 3,868 shares of Cummins worth $2.08M as of Q1 2026.
Phoenix Wealth Advisors sold 2,138 Cummins shares in Q1 2026, an estimated $1.21M.
Cummins made up 0.82% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #34 holding.
Phoenix Wealth Advisors first reported a position in Cummins in Q4 2020 and has held it in 9 quarters since.
Phoenix Wealth Advisors's Cummins position peaked at $3.07M in Q4 2025.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.