PAS
CMI icon

PKS Advisory Services’s Cummins CMI Stock Holding History

PKS Advisory Services’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 		$700K Hold
1,301
– – 0.16% 128
2025
Q4 		$664K Sell
1,301
-52
-4% -$24.3K 0.15% 130
2025
Q3 		$571K Sell
1,353
-348
-20% -$133K 0.12% 143
2025
Q2 		$557K Buy
1,701
+204
+14% +$63.2K 0.14% 138
2025
Q1 		$469K Buy
1,497
+35
+2% +$12.3K 0.13% 141
2024
Q4 		$510K Buy
+1,462
New +$514K 0.13% 139

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

PKS Advisory Services's CMI Position: Q1 2026 in Review

PKS Advisory Services held its Cummins (CMI) position steady in Q1 2026 at 1,301 shares worth $700K. The position accounts for 0.16% of the portfolio, ranked #128.

PKS Advisory Services first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • PKS Advisory Services held 1,301 shares of Cummins worth $700K as of Q1 2026.
  • PKS Advisory Services left its Cummins share count unchanged in Q1 2026.
  • Cummins made up 0.16% of PKS Advisory Services's portfolio in Q1 2026, its #128 holding.
  • PKS Advisory Services first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.