Cetera Investment Advisers
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Cetera Investment Advisers’s Cummins CMI Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$46.4M Buy
86,328
+919
+1% +$520K 0.05% 393
2025
Q4 		$43.6M Buy
85,409
+1,021
+1% +$477K 0.05% 392
2025
Q3 		$35.6M Buy
84,388
+8,695
+11% +$3.33M 0.04% 433
2025
Q2 		$24.8M Buy
75,693
+3,467
+5% +$1.07M 0.04% 443
2025
Q1 		$22.6M Buy
72,226
+11,948
+20% +$4.21M 0.04% 424
2024
Q4 		$21M Buy
60,278
+1,309
+2% +$460K 0.04% 410
2024
Q3 		$19.1M Buy
58,969
+2,035
+4% +$603K 0.04% 432
2024
Q2 		$15.8M Buy
56,934
+1,888
+3% +$540K 0.04% 471
2024
Q1 		$16.2M Buy
55,046
+43,921
+395% +$11.3M 0.04% 456
2023
Q4 		$2.67M Sell
11,125
-2,836
-20% -$645K 0.02% 677
2023
Q3 		$3.19M Buy
13,961
+2,483
+22% +$600K 0.03% 571
2023
Q2 		$2.81M Sell
11,478
-2,670
-19% -$605K 0.02% 619
2023
Q1 		$3.38M Buy
14,148
+4,801
+51% +$1.17M 0.03% 520
2022
Q4 		$2.26M Buy
9,347
+3,074
+49% +$731K 0.02% 653
2022
Q3 		$1.28M Sell
6,273
-874
-12% -$186K 0.03% 619
2022
Q2 		$1.38M Buy
7,147
+744
+12% +$149K 0.02% 662
2022
Q1 		$1.31M Buy
6,403
+1,925
+43% +$416K 0.02% 721
2021
Q4 		$977K Buy
4,478
+617
+16% +$141K 0.01% 812
2021
Q3 		$867K Buy
3,861
+461
+14% +$108K 0.01% 829
2021
Q2 		$829K Buy
3,400
+791
+30% +$202K 0.01% 849
2021
Q1 		$676K Sell
2,609
-361
-12% -$90.2K 0.01% 829
2020
Q4 		$675K Buy
+2,970
New +$667K 0.01% 833
2020
Q2 		– Sell
-1,647
Closed -$223K – 617
2020
Q1 		$223K Sell
1,647
-2,192
-57% -$342K 0.03% 473
2019
Q4 		$686K Sell
3,839
-409
-10% -$72K 0.07% 275
2019
Q3 		$689K Sell
4,248
-3,642
-46% -$583K 0.08% 249
2019
Q2 		$1.36M Buy
7,890
+96
+1% +$15.7K 0.17% 134
2019
Q1 		$1.24M Sell
7,794
-806
-9% -$121K 0.17% 136
2018
Q4 		$1.15M Buy
8,600
+30
+0.4% +$4.24K 0.19% 133
2018
Q3 		$1.25M Sell
8,570
-565
-6% -$79.5K 0.18% 137
2018
Q2 		$1.21M Buy
9,135
+6,260
+218% +$937K 0.21% 123
2018
Q1 		$467K Sell
2,875
-128
-4% -$22K 0.09% 238
2017
Q4 		$529K Buy
3,003
+62
+2% +$10.6K 0.1% 232
2017
Q3 		$494K Buy
2,941
+141
+5% +$22.8K 0.11% 231
2017
Q2 		$455K Sell
2,800
-329
-11% -$51.1K 0.11% 227
2017
Q1 		$472K Buy
3,129
+100
+3% +$14.8K 0.13% 203
2016
Q4 		$414K Sell
3,029
-370
-11% -$49.5K 0.14% 195
2016
Q3 		$435K Buy
3,399
+301
+10% +$36.5K 0.19% 145
2016
Q2 		$350K Buy
3,098
+131
+4% +$14.8K 0.14% 191
2016
Q1 		$326K Sell
2,967
-3,603
-55% -$348K 0.14% 181
2015
Q4 		$578K Buy
+6,570
New +$656K 0.27% 115

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cetera Investment Advisers's CMI Position: Q1 2026 in Review

Cetera Investment Advisers increased its Cummins (CMI) stake by 1.1% in Q1 2026, buying an estimated $520K and bringing the position to 86,328 shares worth $46.4M. The position accounts for 0.05% of the portfolio, ranked #393.

Cetera Investment Advisers first reported a position in CMI in Q4 2015 and has held it in 40 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Cetera Investment Advisers held 86,328 shares of Cummins worth $46.4M as of Q1 2026.
  • Cetera Investment Advisers bought 919 Cummins shares in Q1 2026, an estimated $520K.
  • Cummins made up 0.05% of Cetera Investment Advisers's portfolio in Q1 2026, its #393 holding.
  • Cetera Investment Advisers first reported a position in Cummins in Q4 2015 and has held it in 40 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.