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World Investment Advisors’s Cummins CMI Stock Holding History

World Investment 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 		$6.55M Sell
12,173
-239
-2% -$135K 0.11% 215
2025
Q4 		$6.34M Buy
12,412
+385
+3% +$180K 0.1% 223
2025
Q3 		$5.08M Buy
12,027
+628
+6% +$241K 0.1% 222
2025
Q2 		$3.73M Buy
11,399
+9,119
+400% +$2.82M 0.08% 260
2025
Q1 		$715K Buy
2,280
+1,395
+158% +$491K 0.02% 592
2024
Q4 		$309K Buy
+885
New +$311K 0.01% 813

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

World Investment Advisors's CMI Position: Q1 2026 in Review

World Investment Advisors reduced its Cummins (CMI) stake by 1.9% in Q1 2026, selling an estimated $135K and leaving 12,173 shares worth $6.55M. The position accounts for 0.11% of the portfolio, ranked #215.

World Investment Advisors first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • World Investment Advisors held 12,173 shares of Cummins worth $6.55M as of Q1 2026.
  • World Investment Advisors sold 239 Cummins shares in Q1 2026, an estimated $135K.
  • Cummins made up 0.11% of World Investment Advisors's portfolio in Q1 2026, its #215 holding.
  • World Investment Advisors first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.