VestGen Advisors’s Cummins CMI Stock Holding History

VestGen 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	$1.22M	Buy	1,729 +601	+53%	+$340K	0.03%	409
2025 Q4	$576K	Sell	1,128 -196	-15%	-$91.6K	0.02%	454
2025 Q3	$559K	Buy	+1,324	New	+$508K	0.02%	463

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

VestGen Advisors's CMI Position: Q1 2026 in Review

VestGen Advisors increased its Cummins (CMI) stake by 53% in Q1 2026, buying an estimated $340K and bringing the position to 1,729 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #409.

VestGen Advisors first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

VestGen Advisors held 1,729 shares of Cummins worth $1.22M as of Q1 2026.
VestGen Advisors bought 601 Cummins shares in Q1 2026, an estimated $340K.
Cummins made up 0.03% of VestGen Advisors's portfolio in Q1 2026, its #409 holding.
VestGen Advisors first reported a position in Cummins in Q3 2025 and has held it in 3 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.