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1620 Investment Advisors’s Cummins CMI Stock Holding History

1620 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
2025
Q4 		– Sell
-10
Closed -$4.22K – 658
2025
Q3 		$4.22K Hold
10
– – ﹤0.01% 531
2025
Q2 		$3.27K Buy
+10
New +$3.1K ﹤0.01% 564
2025
Q1 		– Sell
-2
Closed -$739 – 688
2024
Q4 		$739 Hold
2
– – ﹤0.01% 657
2024
Q3 		$686 Buy
+2
New +$592 ﹤0.01% 663

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1620 Investment Advisors's CMI Position: Q4 2025 in Review

1620 Investment Advisors sold out of Cummins (CMI) in Q4 2025, closing a stake of 10 shares — an estimated $4.22K sold.

1620 Investment Advisors first reported a position in CMI in Q3 2024 and held it in 4 quarters. The position peaked at $4.22K in Q3 2025. 1,878 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

  • 1620 Investment Advisors reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 10 Cummins shares in Q4 2025, an estimated $4.22K.
  • 1620 Investment Advisors first reported a position in Cummins in Q3 2024 and held it in 4 quarters.
  • 1620 Investment Advisors's Cummins position peaked at $4.22K in Q3 2025.
  • 1,878 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on 1620 Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.