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Sage Mountain Advisors’s Cummins CMI Stock Holding History

Sage Mountain 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 		– Sell
-2,131
Closed -$1.09M – 345
2025
Q4 		$1.09M Buy
2,131
+97
+5% +$45.3K 0.06% 151
2025
Q3 		$859K Buy
2,034
+862
+74% +$330K 0.05% 187
2025
Q2 		$384K Buy
1,172
+166
+17% +$51.4K 0.03% 282
2025
Q1 		$315K Sell
1,006
-74
-7% -$26.1K 0.02% 295
2024
Q4 		$377K Buy
1,080
+122
+13% +$42.9K 0.03% 254
2024
Q3 		$310K Buy
958
+120
+14% +$35.5K 0.03% 281
2024
Q2 		$232K Buy
838
+121
+17% +$34.6K 0.02% 309
2024
Q1 		$211K Buy
+717
New +$185K 0.02% 308

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

Sage Mountain Advisors's CMI Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Cummins (CMI) in Q1 2026, closing a stake of 2,131 shares — an estimated $1.09M sold.

Sage Mountain Advisors first reported a position in CMI in Q1 2024 and held it in 8 quarters. The position peaked at $1.09M in Q4 2025. 1,955 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,131 Cummins shares in Q1 2026, an estimated $1.09M.
  • Sage Mountain Advisors first reported a position in Cummins in Q1 2024 and held it in 8 quarters.
  • Sage Mountain Advisors's Cummins position peaked at $1.09M in Q4 2025.
  • 1,955 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.