Cornerstone Planning Group
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Cornerstone Planning Group’s Cummins CMI Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-163
Closed -$108K – 452
2026
Q2 		$108K Sell
163
-11
-6% -$7.25K 0.01% 238
2026
Q1 		$117K Buy
174
+76
+78% +$43K 0.02% 225
2025
Q4 		$56.6K Sell
98
-4
-4% -$1.87K 0.01% 316
2025
Q3 		$44.7K Buy
102
+51
+100% +$19.6K 0.01% 374
2025
Q2 		$19K Sell
51
-16
-24% -$4.95K ﹤0.01% 431
2025
Q1 		$19K Buy
67
+29
+76% +$10.2K ﹤0.01% 427
2024
Q4 		$13.3K Sell
38
-3
-7% -$1.05K ﹤0.01% 372
2024
Q3 		$13.6K Sell
41
-10
-20% -$2.96K ﹤0.01% 364
2024
Q2 		$14.4K Hold
51
– – ﹤0.01% 372
2024
Q1 		$14.3K Buy
51
+1
+2% +$258 ﹤0.01% 345
2023
Q4 		$12K Sell
50
-6
-11% -$1.36K ﹤0.01% 398
2023
Q3 		$12.8K Hold
56
– – ﹤0.01% 379
2023
Q2 		$13.7K Buy
+56
New +$12.7K 0.01% 537
2022
Q4 		$13K Buy
+55
New +$13.1K 0.01% 563

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cornerstone Planning Group's CMI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Cummins (CMI) in Q3 2026, closing a stake of 163 shares — an estimated $108K sold.

Cornerstone Planning Group first reported a position in CMI in Q4 2022 and held it in 14 quarters. The position peaked at $117K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 163 Cummins shares in Q3 2026, an estimated $108K.
  • Cornerstone Planning Group first reported a position in Cummins in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Cummins position peaked at $117K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.