Clearstead Advisors’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 | $4.93M | Buy |
6,918
+646
| +10% | +$426K | 0.05% | 244 |
|
|
2026
Q1 | $3.37M | Sell |
6,272
-238
| -4% | -$135K | 0.03% | 284 |
|
|
2025
Q4 | $3.32M | Sell |
6,510
-479
| -7% | -$224K | 0.04% | 254 |
|
|
2025
Q3 | $2.95M | Buy |
6,989
+366
| +6% | +$140K | 0.04% | 260 |
|
|
2025
Q2 | $2.17M | Buy |
6,623
+291
| +5% | +$90.1K | 0.03% | 307 |
|
|
2025
Q1 | $1.98M | Buy |
6,332
+344
| +6% | +$121K | 0.03% | 303 |
|
|
2024
Q4 | $2.09M | Sell |
5,988
-93
| -2% | -$32.7K | 0.03% | 289 |
|
|
2024
Q3 | $1.97M | Buy |
6,081
+7
| +0.1% | +$2.07K | 0.03% | 302 |
|
|
2024
Q2 | $1.68M | Sell |
6,074
-21
| -0.3% | -$6K | 0.03% | 300 |
|
|
2024
Q1 | $1.78M | Sell |
6,095
-143
| -2% | -$36.9K | 0.09% | 164 |
|
|
2023
Q4 | $1.49M | Buy |
6,238
+46
| +0.7% | +$10.5K | 0.08% | 174 |
|
|
2023
Q3 | $1.41M | Hold |
6,192
| – | – | 0.09% | 165 |
|
|
2023
Q2 | $1.52M | Buy |
6,192
+173
| +3% | +$39.2K | 0.09% | 162 |
|
|
2023
Q1 | $1.44M | Buy |
6,019
+454
| +8% | +$111K | 0.1% | 152 |
|
|
2022
Q4 | $1.35M | Buy |
5,565
+319
| +6% | +$75.9K | 0.11% | 149 |
|
|
2022
Q3 | $1.07M | Buy |
5,246
+72
| +1% | +$15.3K | 0.1% | 153 |
|
|
2022
Q2 | $1M | Sell |
5,174
-248
| -5% | -$49.6K | 0.08% | 172 |
|
|
2022
Q1 | $1.11M | Buy |
5,422
+360
| +7% | +$77.9K | 0.08% | 172 |
|
|
2021
Q4 | $1.1M | Sell |
5,062
-17
| -0.3% | -$3.87K | 0.08% | 175 |
|
|
2021
Q3 | $1.14M | Sell |
5,079
-93
| -2% | -$21.8K | 0.09% | 158 |
|
|
2021
Q2 | $1.26M | Buy |
5,172
+110
| +2% | +$28.1K | 0.1% | 146 |
|
|
2021
Q1 | $1.31M | Hold |
5,062
| – | – | 0.11% | 141 |
|
|
2020
Q4 | $1.15M | Buy |
5,062
+265
| +6% | +$59.5K | 0.1% | 142 |
|
|
2020
Q3 | $1.01M | Hold |
4,797
| – | – | 0.11% | 137 |
|
|
2020
Q2 | $831K | Buy |
4,797
+3,755
| +360% | +$600K | 0.1% | 145 |
|
|
2020
Q1 | $141K | Buy |
+1,042
| New | +$162K | 0.02% | 281 |
|
|
2017
Q4 | – | Sell |
-1,609
| Closed | -$270K | – | 232 |
|
|
2017
Q3 | $270K | Hold |
1,609
| – | – | 0.04% | 208 |
|
|
2017
Q2 | $261K | Buy |
+1,609
| New | +$250K | 0.04% | 203 |
|
Other funds holding CMI
Clearstead Advisors's CMI Position: Q2 2026 in Review
Clearstead Advisors increased its Cummins (CMI) stake by 10% in Q2 2026, buying an estimated $426K and bringing the position to 6,918 shares worth $4.93M. The position accounts for 0.05% of the portfolio, ranked #244.
Clearstead Advisors first reported a position in CMI in Q2 2017 and has held it in 28 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- Clearstead Advisors held 6,918 shares of Cummins worth $4.93M as of Q2 2026.
- Clearstead Advisors bought 646 Cummins shares in Q2 2026, an estimated $426K.
- Cummins made up 0.05% of Clearstead Advisors's portfolio in Q2 2026, its #244 holding.
- Clearstead Advisors first reported a position in Cummins in Q2 2017 and has held it in 28 quarters since.
- 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.