Creative Planning’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 | $45.6M | Buy |
84,737
+8,846
| +12% | +$5.01M | 0.03% | 233 |
|
|
2025
Q4 | $38.7M | Buy |
75,891
+4,702
| +7% | +$2.2M | 0.03% | 244 |
|
|
2025
Q3 | $30.1M | Buy |
71,189
+3,373
| +5% | +$1.29M | 0.02% | 278 |
|
|
2025
Q2 | $22.2M | Buy |
67,816
+357
| +0.5% | +$111K | 0.02% | 314 |
|
|
2025
Q1 | $21.1M | Buy |
67,459
+4,037
| +6% | +$1.42M | 0.02% | 312 |
|
|
2024
Q4 | $22.1M | Buy |
63,422
+2,426
| +4% | +$852K | 0.02% | 274 |
|
|
2024
Q3 | $19.7M | Buy |
60,996
+203
| +0.3% | +$60.1K | 0.02% | 288 |
|
|
2024
Q2 | $16.8M | Sell |
60,793
-1,688
| -3% | -$482K | 0.02% | 299 |
|
|
2024
Q1 | $18.4M | Buy |
62,481
+1,561
| +3% | +$402K | 0.02% | 282 |
|
|
2023
Q4 | $14.6M | Buy |
60,920
+1,409
| +2% | +$320K | 0.03% | 304 |
|
|
2023
Q3 | $13.6M | Buy |
59,511
+29,891
| +101% | +$7.22M | 0.02% | 299 |
|
|
2023
Q2 | $7.26M | Buy |
29,620
+314
| +1% | +$71.1K | 0.01% | 418 |
|
|
2023
Q1 | $7M | Sell |
29,306
-1,158
| -4% | -$283K | 0.01% | 415 |
|
|
2022
Q4 | $7.38M | Buy |
30,464
+4,404
| +17% | +$1.05M | 0.01% | 399 |
|
|
2022
Q3 | $5.3M | Buy |
26,060
+772
| +3% | +$164K | 0.01% | 425 |
|
|
2022
Q2 | $4.89M | Buy |
25,288
+3,189
| +14% | +$638K | 0.01% | 456 |
|
|
2022
Q1 | $4.53M | Buy |
22,099
+422
| +2% | +$91.3K | 0.01% | 479 |
|
|
2021
Q4 | $4.73M | Buy |
21,677
+501
| +2% | +$114K | 0.01% | 431 |
|
|
2021
Q3 | $4.75M | Buy |
21,176
+396
| +2% | +$92.8K | 0.01% | 421 |
|
|
2021
Q2 | $5.07M | Sell |
20,780
-516
| -2% | -$132K | 0.01% | 404 |
|
|
2021
Q1 | $5.52M | Buy |
21,296
+501
| +2% | +$125K | 0.01% | 395 |
|
|
2020
Q4 | $4.72M | Buy |
20,795
+539
| +3% | +$121K | 0.01% | 391 |
|
|
2020
Q3 | $4.28M | Buy |
20,256
+5,392
| +36% | +$1.07M | 0.01% | 338 |
|
|
2020
Q2 | $2.58M | Sell |
14,864
-3,999
| -21% | -$639K | 0.01% | 419 |
|
|
2020
Q1 | $2.55M | Sell |
18,863
-2,814
| -13% | -$439K | 0.01% | 365 |
|
|
2019
Q4 | $3.88M | Sell |
21,677
-742
| -3% | -$131K | 0.01% | 340 |
|
|
2019
Q3 | $3.65M | Buy |
22,419
+1,276
| +6% | +$204K | 0.01% | 349 |
|
|
2019
Q2 | $3.62M | Buy |
21,143
+1,481
| +8% | +$242K | 0.01% | 347 |
|
|
2019
Q1 | $3.1M | Buy |
19,662
+142
| +0.7% | +$21.3K | 0.01% | 361 |
|
|
2018
Q4 | $2.61M | Sell |
19,520
-2,517
| -11% | -$355K | 0.01% | 368 |
|
|
2018
Q3 | $3.22M | Sell |
22,037
-4,263
| -16% | -$600K | 0.01% | 366 |
|
|
2018
Q2 | $3.5M | Sell |
26,300
-5,694
| -18% | -$852K | 0.01% | 340 |
|
|
2018
Q1 | $5.19M | Buy |
31,994
+455
| +1% | +$78.2K | 0.02% | 239 |
|
|
2017
Q4 | $5.57M | Buy |
31,539
+699
| +2% | +$120K | 0.02% | 222 |
|
|
2017
Q3 | $5.18M | Sell |
30,840
-333
| -1% | -$53.9K | 0.02% | 230 |
|
|
2017
Q2 | $5.06M | Buy |
31,173
+4,292
| +16% | +$666K | 0.03% | 216 |
|
|
2017
Q1 | $4.06M | Sell |
26,881
-732
| -3% | -$108K | 0.02% | 249 |
|
|
2016
Q4 | $3.77M | Buy |
27,613
+992
| +4% | +$133K | 0.02% | 260 |
|
|
2016
Q3 | $3.41M | Buy |
26,621
+3,151
| +13% | +$382K | 0.02% | 263 |
|
|
2016
Q2 | $2.64M | Sell |
23,470
-845
| -3% | -$95.7K | 0.02% | 279 |
|
|
2016
Q1 | $2.67M | Sell |
24,315
-412
| -2% | -$39.8K | 0.02% | 262 |
|
|
2015
Q4 | $2.18M | Sell |
24,727
-1,158
| -4% | -$116K | 0.02% | 288 |
|
|
2015
Q3 | $2.81M | Buy |
25,885
+1,917
| +8% | +$237K | 0.02% | 235 |
|
|
2015
Q2 | $3.14M | Buy |
23,968
+1,707
| +8% | +$235K | 0.03% | 204 |
|
|
2015
Q1 | $3.09M | Buy |
22,261
+6,294
| +39% | +$887K | 0.03% | 207 |
|
|
2014
Q4 | $2.3M | Buy |
15,967
+477
| +3% | +$67.5K | 0.02% | 246 |
|
|
2014
Q3 | $2.04M | Buy |
15,490
+1,192
| +8% | +$172K | 0.02% | 238 |
|
|
2014
Q2 | $2.21M | Buy |
14,298
+335
| +2% | +$50.7K | 0.03% | 211 |
|
|
2014
Q1 | $2.08M | Buy |
13,963
+3,343
| +31% | +$465K | 0.03% | 194 |
|
|
2013
Q4 | $1.5M | Sell |
10,620
-1,329
| -11% | -$176K | 0.03% | 227 |
|
|
2013
Q3 | $1.59M | Buy |
11,949
+2,142
| +22% | +$264K | 0.03% | 185 |
|
|
2013
Q2 | $1.06M | Buy |
+9,807
| New | +$1.11M | 0.02% | 217 |
|
Other funds holding CMI
VCM
VPM
Creative Planning's CMI Position: Q1 2026 in Review
Creative Planning increased its Cummins (CMI) stake by 12% in Q1 2026, buying an estimated $5.01M and bringing the position to 84,737 shares worth $45.6M. The position accounts for 0.03% of the portfolio, ranked #233.
Creative Planning first reported a position in CMI in Q2 2013 and has held it in 52 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.
- Creative Planning held 84,737 shares of Cummins worth $45.6M as of Q1 2026.
- Creative Planning bought 8,846 Cummins shares in Q1 2026, an estimated $5.01M.
- Cummins made up 0.03% of Creative Planning's portfolio in Q1 2026, its #233 holding.
- Creative Planning first reported a position in Cummins in Q2 2013 and has held it in 52 quarters since.
- 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.