Centerpoint Advisors’s Cummins CMI Stock Holding History

Centerpoint 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	-1	Closed	–	–	414
2025 Q3	$0	Hold	1	–	–	﹤0.01%	448
2025 Q2	$0	Buy	+1	New	+$310	﹤0.01%	395
2025 Q1	–	Sell	-40	Closed	-$14K	–	397
2024 Q4	$14K	Hold	40	–	–	﹤0.01%	315
2024 Q3	$13K	Hold	40	–	–	﹤0.01%	332
2024 Q2	$11K	Hold	40	–	–	﹤0.01%	338
2024 Q1	$12K	Hold	40	–	–	﹤0.01%	313
2023 Q4	$10K	Sell	40 -13	-25%	-$2.96K	﹤0.01%	325
2023 Q3	$12K	Hold	53	–	–	0.01%	316
2023 Q2	$13K	Buy	53 +1	+2%	+$226	0.01%	318
2023 Q1	$13K	Hold	52	–	–	0.01%	329
2022 Q4	$13K	Hold	52	–	–	0.01%	274
2022 Q3	$11K	Hold	52	–	–	0.01%	213
2022 Q2	$10K	Hold	52	–	–	0.01%	225
2022 Q1	$11K	Hold	52	–	–	0.01%	218
2021 Q4	$11K	Buy	52 +12	+30%	+$2.73K	﹤0.01%	215
2021 Q3	$9K	Hold	40	–	–	﹤0.01%	200
2021 Q2	$10K	Hold	40	–	–	﹤0.01%	202
2021 Q1	$10K	Hold	40	–	–	0.01%	169
2020 Q4	$9K	Hold	40	–	–	0.01%	170
2020 Q3	$8K	Buy	40 +7	+21%	+$1.4K	0.01%	154
2020 Q2	$6K	Buy	+33	New	+$5.27K	﹤0.01%	177
2018 Q3	–	Sell	-74	Closed	-$10K	–	263
2018 Q2	$10K	Buy	+74	New	+$11.1K	0.01%	179

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centerpoint Advisors's CMI Position: Q4 2025 in Review

Centerpoint Advisors sold out of Cummins (CMI) in Q4 2025, closing a stake of 1 share.

Centerpoint Advisors first reported a position in CMI in Q2 2018 and held it in 22 quarters. The position peaked at $14K in Q4 2024. 1,872 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

Centerpoint Advisors reported no remaining Cummins position as of Q4 2025 after selling out during the quarter.
Centerpoint Advisors sold 1 Cummins share in Q4 2025.
Centerpoint Advisors first reported a position in Cummins in Q2 2018 and held it in 22 quarters.
Centerpoint Advisors's Cummins position peaked at $14K in Q4 2024.
1,872 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

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