Bedel Financial Consulting’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.11M | Buy |
7,171
+408
| +6% | +$269K | 0.48% | 31 |
|
|
2026
Q1 | $3.64M | Sell |
6,763
-349
| -5% | -$198K | 0.41% | 34 |
|
|
2025
Q4 | $3.63M | Sell |
7,112
-29
| -0.4% | -$13.6K | 0.39% | 34 |
|
|
2025
Q3 | $3.02M | Sell |
7,141
-17
| -0.2% | -$6.52K | 0.39% | 36 |
|
|
2025
Q2 | $2.34M | Buy |
7,158
+523
| +8% | +$162K | 0.32% | 40 |
|
|
2025
Q1 | $1.98M | Buy |
6,635
+56
| +0.9% | +$19.7K | 0.28% | 47 |
|
|
2024
Q4 | $2.43M | Sell |
6,579
-34
| -0.5% | -$11.9K | 0.34% | 37 |
|
|
2024
Q3 | $2.14M | Sell |
6,613
-465
| -7% | -$138K | 0.3% | 42 |
|
|
2024
Q2 | $1.96M | Buy |
7,078
+10
| +0.1% | +$2.86K | 0.29% | 41 |
|
|
2024
Q1 | $2.08M | Sell |
7,068
-21
| -0.3% | -$5.41K | 0.33% | 38 |
|
|
2023
Q4 | $1.7M | Sell |
7,089
-68
| -1% | -$15.5K | 0.31% | 40 |
|
|
2023
Q3 | $1.63M | Buy |
7,157
+44
| +0.6% | +$10.6K | 0.33% | 37 |
|
|
2023
Q2 | $1.74M | Buy |
7,113
+51
| +0.7% | +$11.5K | 0.36% | 34 |
|
|
2023
Q1 | $1.69M | Buy |
7,062
+35
| +0.5% | +$8.54K | 0.41% | 34 |
|
|
2022
Q4 | $1.7M | Buy |
7,027
+66
| +0.9% | +$15.7K | 0.42% | 31 |
|
|
2022
Q3 | $1.65M | Buy |
6,961
+15
| +0.2% | +$3.19K | 0.44% | 29 |
|
|
2022
Q2 | $1.34M | Buy |
6,946
+161
| +2% | +$32.2K | 0.39% | 33 |
|
|
2022
Q1 | $1.39M | Buy |
6,785
+103
| +2% | +$22.3K | 0.44% | 28 |
|
|
2021
Q4 | $1.46M | Buy |
6,682
+26
| +0.4% | +$5.92K | 0.45% | 27 |
|
|
2021
Q3 | $1.5M | Buy |
6,656
+3
| +0% | +$703 | 0.51% | 24 |
|
|
2021
Q2 | $1.62M | Buy |
6,653
+201
| +3% | +$51.4K | 0.56% | 22 |
|
|
2021
Q1 | $1.67M | Buy |
6,452
+13
| +0.2% | +$3.25K | 0.65% | 19 |
|
|
2020
Q4 | $1.46M | Buy |
6,439
+14
| +0.2% | +$3.14K | 0.65% | 20 |
|
|
2020
Q3 | $1.36M | Sell |
6,425
-17
| -0.3% | -$3.39K | 0.68% | 17 |
|
|
2020
Q2 | $1.12M | Sell |
6,442
-31
| -0.5% | -$4.95K | 0.6% | 22 |
|
|
2020
Q1 | $876K | Sell |
6,473
-1,221
| -16% | -$190K | 0.58% | 22 |
|
|
2019
Q4 | $1.38M | Buy |
7,694
+19
| +0.2% | +$3.34K | 0.78% | 18 |
|
|
2019
Q3 | $1.25M | Buy |
7,675
+210
| +3% | +$33.6K | 0.75% | 20 |
|
|
2019
Q2 | $1.28M | Buy |
7,465
+39
| +0.5% | +$6.38K | 0.78% | 21 |
|
|
2019
Q1 | $1.17M | Sell |
7,426
-8
| -0.1% | -$1.2K | 0.75% | 22 |
|
|
2018
Q4 | $994K | Buy |
7,434
+895
| +14% | +$126K | 0.72% | 24 |
|
|
2018
Q3 | $963K | Sell |
6,539
-237
| -3% | -$33.4K | 0.64% | 27 |
|
|
2018
Q2 | $901K | Buy |
6,776
+812
| +14% | +$122K | 0.66% | 26 |
|
|
2018
Q1 | $967K | Buy |
5,964
+139
| +2% | +$23.9K | 0.74% | 25 |
|
|
2017
Q4 | $1.03M | Buy |
+5,825
| New | +$996K | 0.93% | 21 |
|
Other funds holding CMI
Bedel Financial Consulting's CMI Position: Q2 2026 in Review
Bedel Financial Consulting increased its Cummins (CMI) stake by 6% in Q2 2026, buying an estimated $269K and bringing the position to 7,171 shares worth $5.11M. The position accounts for 0.48% of the portfolio, ranked #31.
Bedel Financial Consulting first reported a position in CMI in Q4 2017 and has held it in 35 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- Bedel Financial Consulting held 7,171 shares of Cummins worth $5.11M as of Q2 2026.
- Bedel Financial Consulting bought 408 Cummins shares in Q2 2026, an estimated $269K.
- Cummins made up 0.48% of Bedel Financial Consulting's portfolio in Q2 2026, its #31 holding.
- Bedel Financial Consulting first reported a position in Cummins in Q4 2017 and has held it in 35 quarters since.
- 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.