Tennessee Valley Asset Management Partners’s Cummins CMI Stock Holding History

Tennessee Valley Asset Management Partners’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	$435K	Sell	809 -101	-11%	-$57.2K	0.06%	125
2025 Q4	$465K	Buy	910 +102	+13%	+$47.7K	0.06%	116
2025 Q3	$341K	Buy	+808	New	+$310K	0.05%	137
2025 Q2	–	Sell	-807	Closed	-$253K	–	92
2025 Q1	$253K	Hold	807	–	–	0.04%	142
2024 Q4	$281K	Hold	807	–	–	0.05%	129
2024 Q3	$261K	Buy	807 +1	+0.1%	+$296	0.04%	143
2024 Q2	$223K	Buy	806 +1	+0.1%	+$286	0.04%	144
2024 Q1	$237K	Sell	805 -9	-1%	-$2.32K	0.06%	118
2023 Q4	$195K	Buy	+814	New	+$185K	0.03%	123
2023 Q3	–	Sell	-819	Closed	-$201K	–	114
2023 Q2	$201K	Buy	+819	New	+$185K	0.06%	109
2021 Q2	–	Sell	-1,528	Closed	-$396K	–	36
2021 Q1	$396K	Buy	1,528 +8	+0.5%	+$2K	0.1%	73
2020 Q4	$345K	Buy	+1,520	New	+$341K	0.08%	76

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tennessee Valley Asset Management Partners's CMI Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its Cummins (CMI) stake by 11% in Q1 2026, selling an estimated $57.2K and leaving 809 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #125.

Tennessee Valley Asset Management Partners first reported a position in CMI in Q4 2020 and has held it in 12 quarters since. The position peaked at $465K in Q4 2025. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Tennessee Valley Asset Management Partners held 809 shares of Cummins worth $435K as of Q1 2026.
Tennessee Valley Asset Management Partners sold 101 Cummins shares in Q1 2026, an estimated $57.2K.
Cummins made up 0.06% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #125 holding.
Tennessee Valley Asset Management Partners first reported a position in Cummins in Q4 2020 and has held it in 12 quarters since.
Tennessee Valley Asset Management Partners's Cummins position peaked at $465K in Q4 2025.
1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.