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Smartleaf Asset Management’s Cummins CMI Stock Holding History

Smartleaf Asset Management’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 		$1.73M Buy
3,381
+283
+9% +$160K 0.06% 275
2025
Q4 		$1.59M Buy
3,098
+184
+6% +$86K 0.06% 276
2025
Q3 		$1.22M Buy
2,914
+997
+52% +$382K 0.08% 276
2025
Q2 		$624K Sell
1,917
-163
-8% -$50.5K 0.06% 335
2025
Q1 		$653K Buy
2,080
+247
+13% +$87K 0.06% 304
2024
Q4 		$639K Buy
1,833
+157
+9% +$55.2K 0.07% 290
2024
Q3 		$547K Buy
1,676
+499
+42% +$148K 0.07% 291
2024
Q2 		$330K Buy
1,177
+330
+39% +$94.3K 0.05% 302
2024
Q1 		$250K Buy
847
+789
+1,360% +$203K 0.05% 313
2023
Q4 		$14K Buy
+58
New +$13.2K ﹤0.01% 725

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

Smartleaf Asset Management's CMI Position: Q1 2026 in Review

Smartleaf Asset Management increased its Cummins (CMI) stake by 9.1% in Q1 2026, buying an estimated $160K and bringing the position to 3,381 shares worth $1.73M. The position accounts for 0.06% of the portfolio, ranked #275.

Smartleaf Asset Management first reported a position in CMI in Q4 2023 and has held it in 10 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Smartleaf Asset Management held 3,381 shares of Cummins worth $1.73M as of Q1 2026.
  • Smartleaf Asset Management bought 283 Cummins shares in Q1 2026, an estimated $160K.
  • Cummins made up 0.06% of Smartleaf Asset Management's portfolio in Q1 2026, its #275 holding.
  • Smartleaf Asset Management first reported a position in Cummins in Q4 2023 and has held it in 10 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.