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Savvy Advisors Inc’s Cummins CMI Stock Holding History

Savvy Advisors Inc’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 		$1.11M Sell
2,061
-156
-7% -$88.3K 0.03% 407
2025
Q4 		$1.13M Buy
2,217
+654
+42% +$306K 0.04% 339
2025
Q3 		$660K Buy
1,563
+366
+31% +$140K 0.03% 365
2025
Q2 		$392K Buy
+1,197
New +$371K 0.03% 420

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

Savvy Advisors Inc's CMI Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Cummins (CMI) stake by 7% in Q1 2026, selling an estimated $88.3K and leaving 2,061 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #407.

Savvy Advisors Inc first reported a position in CMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Savvy Advisors Inc held 2,061 shares of Cummins worth $1.11M as of Q1 2026.
  • Savvy Advisors Inc sold 156 Cummins shares in Q1 2026, an estimated $88.3K.
  • Cummins made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #407 holding.
  • Savvy Advisors Inc first reported a position in Cummins in Q2 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Cummins position peaked at $1.13M in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

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