Virtus Family Office’s Cummins CMI Stock Holding History

Virtus Family Office’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	$1.62M	Buy	+3,010	New	+$1.7M	1.38%	27
2023 Q2	–	Sell	-5,056	Closed	-$1.21M	–	42
2023 Q1	$1.21M	Buy	5,056 +9	+0.2%	+$2.2K	2.38%	19
2022 Q4	$1.22M	Buy	5,047 +477	+10%	+$113K	2.73%	16
2022 Q3	$930K	Buy	+4,570	New	+$972K	2.38%	14

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

Virtus Family Office's CMI Position: Q1 2026 in Review

Virtus Family Office opened a new position in Cummins (CMI) in Q1 2026: 3,010 shares worth $1.62M. The stake represents 1.38% of the portfolio and ranks #27 among its holdings. This is a return to the name: Virtus Family Office previously reported a position in CMI as recently as Q1 2023.

Virtus Family Office first reported a position in CMI in Q3 2022 and has held it in 4 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Virtus Family Office held 3,010 shares of Cummins worth $1.62M as of Q1 2026.
Cummins was a new Virtus Family Office position in Q1 2026.
Cummins made up 1.38% of Virtus Family Office's portfolio in Q1 2026, its #27 holding.
Virtus Family Office first reported a position in Cummins in Q3 2022 and has held it in 4 quarters since.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.