Checchi Capital Advisers’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 | $1.34M | Buy |
2,496
+187
| +8% | +$106K | 0.07% | 173 |
|
|
2025
Q4 | $1.18M | Sell |
2,309
-171
| -7% | -$79.9K | 0.06% | 177 |
|
|
2025
Q3 | $1.05M | Sell |
2,480
-134
| -5% | -$51.4K | 0.05% | 194 |
|
|
2025
Q2 | $856K | Sell |
2,614
-173
| -6% | -$53.6K | 0.05% | 237 |
|
|
2025
Q1 | $874K | Buy |
2,787
+1
| +0% | +$352 | 0.05% | 234 |
|
|
2024
Q4 | $971K | Sell |
2,786
-16
| -0.6% | -$5.62K | 0.06% | 205 |
|
|
2024
Q3 | $907K | Sell |
2,802
-48
| -2% | -$14.2K | 0.05% | 211 |
|
|
2024
Q2 | $789K | Buy |
2,850
+81
| +3% | +$23.1K | 0.04% | 220 |
|
|
2024
Q1 | $816K | Buy |
2,769
+48
| +2% | +$12.4K | 0.06% | 225 |
|
|
2023
Q4 | $652K | Buy |
2,721
+167
| +7% | +$38K | 0.05% | 251 |
|
|
2023
Q3 | $584K | Sell |
2,554
-2
| -0.1% | -$483 | 0.05% | 250 |
|
|
2023
Q2 | $627K | Buy |
2,556
+104
| +4% | +$23.5K | 0.06% | 241 |
|
|
2023
Q1 | $586K | Sell |
2,452
-21
| -0.8% | -$5.13K | 0.06% | 254 |
|
|
2022
Q4 | $599K | Buy |
2,473
+69
| +3% | +$16.4K | 0.06% | 233 |
|
|
2022
Q3 | $489K | Sell |
2,404
-4
| -0.2% | -$851 | 0.05% | 274 |
|
|
2022
Q2 | $533K | Buy |
2,408
+136
| +6% | +$27.2K | 0.05% | 271 |
|
|
2022
Q1 | $466K | Buy |
2,272
+73
| +3% | +$15.8K | 0.04% | 282 |
|
|
2021
Q4 | $480K | Buy |
2,199
+25
| +1% | +$5.7K | 0.04% | 261 |
|
|
2021
Q3 | $488K | Buy |
2,174
+28
| +1% | +$6.56K | 0.05% | 249 |
|
|
2021
Q2 | $523K | Buy |
2,146
+5
| +0.2% | +$1.28K | 0.05% | 246 |
|
|
2021
Q1 | $555K | Buy |
2,141
+16
| +0.8% | +$4K | 0.05% | 226 |
|
|
2020
Q4 | $483K | Sell |
2,125
-18
| -0.8% | -$4.04K | 0.05% | 244 |
|
|
2020
Q3 | $453K | Buy |
2,143
+154
| +8% | +$30.7K | 0.05% | 220 |
|
|
2020
Q2 | $345K | Buy |
1,989
+31
| +2% | +$4.95K | 0.04% | 269 |
|
|
2020
Q1 | $265K | Buy |
1,958
+695
| +55% | +$108K | 0.03% | 277 |
|
|
2019
Q4 | $226K | Buy |
1,263
+6
| +0.5% | +$1.06K | 0.03% | 384 |
|
|
2019
Q3 | $204K | Sell |
1,257
-25
| -2% | -$4K | 0.03% | 391 |
|
|
2019
Q2 | $220K | Sell |
1,282
-2
| -0.2% | -$327 | 0.03% | 365 |
|
|
2019
Q1 | $203K | Buy |
+1,284
| New | +$193K | 0.02% | 381 |
|
|
2018
Q4 | – | Sell |
-1,519
| Closed | -$222K | – | 392 |
|
|
2018
Q3 | $222K | Buy |
+1,519
| New | +$214K | 0.03% | 383 |
|
|
2018
Q1 | – | Sell |
-1,362
| Closed | -$241K | – | 402 |
|
|
2017
Q4 | $241K | Buy |
+1,362
| New | +$233K | 0.03% | 349 |
|
|
2016
Q3 | – | Sell |
-1,280
| Closed | -$144K | – | 559 |
|
|
2016
Q2 | $144K | Buy |
1,280
+82
| +7% | +$9.29K | 0.02% | 438 |
|
|
2016
Q1 | $132K | Buy |
+1,198
| New | +$116K | 0.03% | 475 |
|
Other funds holding CMI
VCM
VPM
Checchi Capital Advisers's CMI Position: Q1 2026 in Review
Checchi Capital Advisers increased its Cummins (CMI) stake by 8.1% in Q1 2026, buying an estimated $106K and bringing the position to 2,496 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #173.
Checchi Capital Advisers first reported a position in CMI in Q1 2016 and has held it in 33 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.
- Checchi Capital Advisers held 2,496 shares of Cummins worth $1.34M as of Q1 2026.
- Checchi Capital Advisers bought 187 Cummins shares in Q1 2026, an estimated $106K.
- Cummins made up 0.07% of Checchi Capital Advisers's portfolio in Q1 2026, its #173 holding.
- Checchi Capital Advisers first reported a position in Cummins in Q1 2016 and has held it in 33 quarters since.
- 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.
Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.