Cornerstone Advisory’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
$220K Buy
+308
New +$203K 0.02% 256
2022
Q1
Sell
-180
Closed -$40K 313
2021
Q4
$40K Buy
+180
New +$41K 0.01% 443

Other funds holding CMI

Cornerstone Advisory's CMI Position: Q2 2026 in Review

Cornerstone Advisory opened a new position in Cummins (CMI) in Q2 2026: 308 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #256 among its holdings. This is a return to the name: Cornerstone Advisory previously reported a position in CMI as recently as Q4 2021.

Cornerstone Advisory first reported a position in CMI in Q4 2021 and has held it in 2 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cornerstone Advisory held 308 shares of Cummins worth $220K as of Q2 2026.
  • Cummins was a new Cornerstone Advisory position in Q2 2026.
  • Cummins made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #256 holding.
  • Cornerstone Advisory first reported a position in Cummins in Q4 2021 and has held it in 2 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.