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Valmark Advisers’s Cummins CMI Stock Holding History

Valmark Advisers’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 		$472K Buy
877
+16
+2% +$9.05K 0.01% 477
2025
Q4 		$440K Buy
861
+33
+4% +$15.4K 0.01% 469
2025
Q3 		$350K Buy
828
+7
+0.9% +$2.68K ﹤0.01% 513
2025
Q2 		$269K Buy
821
+1
+0.1% +$310 ﹤0.01% 571
2025
Q1 		$257K Sell
820
-34
-4% -$12K ﹤0.01% 551
2024
Q4 		$298K Buy
854
+148
+21% +$52K ﹤0.01% 511
2024
Q3 		$229K Sell
706
-32
-4% -$9.48K ﹤0.01% 554
2024
Q2 		$204K Buy
738
+47
+7% +$13.4K ﹤0.01% 546
2024
Q1 		$204K Buy
+691
New +$178K ﹤0.01% 528

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

Valmark Advisers's CMI Position: Q1 2026 in Review

Valmark Advisers increased its Cummins (CMI) stake by 1.9% in Q1 2026, buying an estimated $9.05K and bringing the position to 877 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #477.

Valmark Advisers first reported a position in CMI in Q1 2024 and has held it in 9 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Valmark Advisers held 877 shares of Cummins worth $472K as of Q1 2026.
  • Valmark Advisers bought 16 Cummins shares in Q1 2026, an estimated $9.05K.
  • Cummins made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #477 holding.
  • Valmark Advisers first reported a position in Cummins in Q1 2024 and has held it in 9 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.