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Retireful LLC’s Cummins CMI Stock Holding History

Retireful LLC’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 		$379K Sell
704
-35
-5% -$19.8K 0.53% 50
2025
Q4 		$380K Hold
739
– – 0.48% 65
2025
Q3 		$312K Buy
+739
New +$283K 0.3% 83

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

Retireful LLC's CMI Position: Q1 2026 in Review

Retireful LLC reduced its Cummins (CMI) stake by 4.7% in Q1 2026, selling an estimated $19.8K and leaving 704 shares worth $379K. The position accounts for 0.53% of the portfolio, ranked #50.

Retireful LLC first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $380K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Retireful LLC held 704 shares of Cummins worth $379K as of Q1 2026.
  • Retireful LLC sold 35 Cummins shares in Q1 2026, an estimated $19.8K.
  • Cummins made up 0.53% of Retireful LLC's portfolio in Q1 2026, its #50 holding.
  • Retireful LLC first reported a position in Cummins in Q3 2025 and has held it in 3 quarters since.
  • Retireful LLC's Cummins position peaked at $380K in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.