Anchor Investment Management’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$421K Buy
782
+1
+0.1% +$566 0.04% 283
2025
Q4
$399K Sell
781
-20
-2% -$9.35K 0.03% 288
2025
Q3
$338K Hold
801
0.03% 304
2025
Q2
$262K Buy
801
+1
+0.1% +$310 0.02% 327
2025
Q1
$251K Hold
800
0.02% 332
2024
Q4
$279K Buy
800
+1
+0.1% +$351 0.03% 314
2024
Q3
$259K Hold
799
0.02% 329
2024
Q2
$221K Buy
799
+1
+0.1% +$286 0.02% 332
2024
Q1
$235K Sell
798
-35
-4% -$9.02K 0.02% 336
2023
Q4
$200K Buy
833
+16
+2% +$3.64K 0.02% 355
2023
Q3
$187K Buy
817
+77
+10% +$18.6K 0.02% 350
2023
Q2
$181K Sell
740
-35
-5% -$7.92K 0.02% 354
2023
Q1
$185K Hold
775
0.03% 357
2022
Q4
$188K Hold
775
0.03% 346
2022
Q3
$158K Hold
775
0.02% 369
2022
Q2
$150K Hold
775
0.02% 396
2022
Q1
$159K Hold
775
0.02% 407
2021
Q4
$169K Sell
775
-65
-8% -$14.8K 0.02% 405
2021
Q3
$189K Sell
840
-210
-20% -$49.2K 0.03% 363
2021
Q2
$256K Buy
1,050
+200
+24% +$51.1K 0.04% 325
2021
Q1
$220K Hold
850
0.03% 325
2020
Q4
$193K Sell
850
-400
-32% -$89.8K 0.03% 308
2020
Q3
$264K Sell
1,250
-105
-8% -$20.9K 0.05% 234
2020
Q2
$235K Sell
1,355
-65
-5% -$10.4K 0.05% 235
2020
Q1
$192K Buy
1,420
+5
+0.4% +$780 0.05% 251
2019
Q4
$253K Hold
1,415
0.05% 257
2019
Q3
$230K Hold
1,415
0.05% 266
2019
Q2
$242K Buy
1,415
+25
+2% +$4.09K 0.06% 260
2019
Q1
$219K Sell
1,390
-35
-2% -$5.25K 0.05% 268
2018
Q4
$190K Sell
1,425
-2,020
-59% -$285K 0.05% 275
2018
Q3
$503K Sell
3,445
-75
-2% -$10.6K 0.12% 177
2018
Q2
$468K Hold
3,520
0.12% 183
2018
Q1
$571K Buy
3,520
+1,035
+42% +$178K 0.15% 158
2017
Q4
$439K Buy
2,485
+815
+49% +$139K 0.12% 188
2017
Q3
$281K Hold
1,670
0.08% 234
2017
Q2
$271K Hold
1,670
0.09% 206
2017
Q1
$253K Sell
1,670
-250
-13% -$37K 0.09% 212
2016
Q4
$262K Sell
1,920
-1,610
-46% -$216K 0.1% 190
2016
Q3
$452K Sell
3,530
-275
-7% -$33.4K 0.18% 130
2016
Q2
$428K Sell
3,805
-155
-4% -$17.6K 0.17% 135
2016
Q1
$435K Buy
+3,960
New +$383K 0.18% 133

Other funds holding CMI

Anchor Investment Management's CMI Position: Q1 2026 in Review

Anchor Investment Management increased its Cummins (CMI) stake by 0.13% in Q1 2026, buying an estimated $566 and bringing the position to 782 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #283.

Anchor Investment Management first reported a position in CMI in Q1 2016 and has held it in 41 quarters since. The position peaked at $571K in Q1 2018. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Anchor Investment Management held 782 shares of Cummins worth $421K as of Q1 2026.
  • Anchor Investment Management bought 1 Cummins share in Q1 2026, an estimated $566.
  • Cummins made up 0.04% of Anchor Investment Management's portfolio in Q1 2026, its #283 holding.
  • Anchor Investment Management first reported a position in Cummins in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Cummins position peaked at $571K in Q1 2018.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.