Avantax Planning Partners’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 | $423K | Hold |
786
| – | – | 0.01% | 299 |
|
|
2025
Q4 | $401K | Sell |
786
-28
| -3% | -$13.1K | 0.01% | 305 |
|
|
2025
Q3 | $344K | Sell |
814
-6
| -0.7% | -$2.3K | 0.01% | 327 |
|
|
2025
Q2 | $269K | Sell |
820
-3
| -0.4% | -$929 | 0.01% | 373 |
|
|
2025
Q1 | $258K | Sell |
823
-111
| -12% | -$39.1K | 0.01% | 366 |
|
|
2024
Q4 | $326K | Buy |
934
+12
| +1% | +$4.22K | 0.01% | 321 |
|
|
2024
Q3 | $299K | Sell |
922
-1,025
| -53% | -$304K | 0.01% | 335 |
|
|
2024
Q2 | $539K | Buy |
1,947
+4
| +0.2% | +$1.14K | 0.02% | 275 |
|
|
2024
Q1 | $572K | Sell |
1,943
-182
| -9% | -$46.9K | 0.02% | 272 |
|
|
2023
Q4 | $509K | Buy |
2,125
+623
| +41% | +$142K | 0.02% | 234 |
|
|
2023
Q3 | $343K | Buy |
1,502
+21
| +1% | +$5.07K | 0.01% | 264 |
|
|
2023
Q2 | $363K | Buy |
1,481
+103
| +7% | +$23.3K | 0.01% | 265 |
|
|
2023
Q1 | $329K | Buy |
1,378
+25
| +2% | +$6.1K | 0.01% | 274 |
|
|
2022
Q4 | $328K | Buy |
1,353
+2
| +0.1% | +$476 | 0.01% | 288 |
|
|
2022
Q3 | $275K | Sell |
1,351
-118
| -8% | -$25.1K | 0.01% | 291 |
|
|
2022
Q2 | $284K | Buy |
1,469
+287
| +24% | +$57.4K | 0.01% | 277 |
|
|
2022
Q1 | $242K | Buy |
1,182
+2
| +0.2% | +$433 | 0.01% | 314 |
|
|
2021
Q4 | $257K | Buy |
1,180
+52
| +5% | +$11.8K | 0.01% | 300 |
|
|
2021
Q3 | $253K | Buy |
1,128
+2
| +0.2% | +$469 | 0.01% | 284 |
|
|
2021
Q2 | $275K | Buy |
1,126
+2
| +0.2% | +$511 | 0.01% | 266 |
|
|
2021
Q1 | $291K | Buy |
1,124
+217
| +24% | +$54.2K | 0.02% | 246 |
|
|
2020
Q4 | $206K | Buy |
+907
| New | +$204K | 0.01% | 275 |
|
|
2020
Q1 | – | Sell |
-1,508
| Closed | -$270K | – | 277 |
|
|
2019
Q4 | $270K | Sell |
1,508
-6
| -0.4% | -$1.06K | 0.02% | 246 |
|
|
2019
Q3 | $246K | Sell |
1,514
-698
| -32% | -$112K | 0.02% | 263 |
|
|
2019
Q2 | $374K | Buy |
2,212
+211
| +11% | +$34.5K | 0.02% | 205 |
|
|
2019
Q1 | $316K | Buy |
2,001
+81
| +4% | +$12.2K | 0.02% | 221 |
|
|
2018
Q4 | $257K | Sell |
1,920
-99
| -5% | -$14K | 0.02% | 216 |
|
|
2018
Q3 | $295K | Sell |
2,019
-112
| -5% | -$15.8K | 0.02% | 197 |
|
|
2018
Q2 | $285K | Sell |
2,131
-47
| -2% | -$7.04K | 0.03% | 191 |
|
|
2018
Q1 | $353K | Sell |
2,178
-222
| -9% | -$38.2K | 0.03% | 208 |
|
|
2017
Q4 | $424K | Sell |
2,400
-907
| -27% | -$155K | 0.04% | 186 |
|
|
2017
Q3 | $556K | Buy |
3,307
+256
| +8% | +$41.4K | 0.04% | 191 |
|
|
2017
Q2 | $495K | Buy |
3,051
+77
| +3% | +$11.9K | 0.04% | 194 |
|
|
2017
Q1 | $450K | Buy |
2,974
+138
| +5% | +$20.4K | 0.04% | 194 |
|
|
2016
Q4 | $388K | Buy |
+2,836
| New | +$380K | 0.04% | 196 |
|
Other funds holding CMI
VCM
VPM
Avantax Planning Partners's CMI Position: Q1 2026 in Review
Avantax Planning Partners held its Cummins (CMI) position steady in Q1 2026 at 786 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #299.
Avantax Planning Partners first reported a position in CMI in Q4 2016 and has held it in 35 quarters since. The position peaked at $572K in Q1 2024. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.
- Avantax Planning Partners held 786 shares of Cummins worth $423K as of Q1 2026.
- Avantax Planning Partners left its Cummins share count unchanged in Q1 2026.
- Cummins made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #299 holding.
- Avantax Planning Partners first reported a position in Cummins in Q4 2016 and has held it in 35 quarters since.
- Avantax Planning Partners's Cummins position peaked at $572K in Q1 2024.
- 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.