CX Institutional’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 | $3.24M | Sell |
4,537
-144
| -3% | -$94.9K | 0.09% | 197 |
|
|
2026
Q1 | $2.52M | Sell |
4,681
-82
| -2% | -$46.4K | 0.08% | 226 |
|
|
2025
Q4 | $2.43M | Sell |
4,763
-656
| -12% | -$307K | 0.07% | 184 |
|
|
2025
Q3 | $2.29M | Buy |
5,419
+3,441
| +174% | +$1.32M | 0.07% | 194 |
|
|
2025
Q2 | $648K | Buy |
1,978
+190
| +11% | +$58.8K | 0.02% | 323 |
|
|
2025
Q1 | $560K | Sell |
1,788
-14
| -0.8% | -$4.93K | 0.02% | 340 |
|
|
2024
Q4 | $628K | Buy |
1,802
+198
| +12% | +$69.6K | 0.02% | 312 |
|
|
2024
Q3 | $519K | Sell |
1,604
-9,992
| -86% | -$2.96M | 0.02% | 362 |
|
|
2024
Q2 | $3.21M | Sell |
11,596
-434
| -4% | -$124K | 0.15% | 155 |
|
|
2024
Q1 | $3.54M | Buy |
12,030
+10,315
| +601% | +$2.66M | 0.17% | 144 |
|
|
2023
Q4 | $411K | Buy |
1,715
+136
| +9% | +$30.9K | 0.02% | 349 |
|
|
2023
Q3 | $361K | Sell |
1,579
-146
| -8% | -$35.3K | 0.02% | 368 |
|
|
2023
Q2 | $423K | Buy |
1,725
+146
| +9% | +$33.1K | 0.02% | 367 |
|
|
2023
Q1 | $377K | Sell |
1,579
-6,573
| -81% | -$1.6M | 0.02% | 379 |
|
|
2022
Q4 | $1.98M | Buy |
8,152
+577
| +8% | +$137K | 0.12% | 196 |
|
|
2022
Q3 | $1.54M | Buy |
7,575
+1,430
| +23% | +$304K | 0.11% | 218 |
|
|
2022
Q2 | $1.19M | Buy |
6,145
+3,766
| +158% | +$753K | 0.09% | 226 |
|
|
2022
Q1 | $488K | Buy |
+2,379
| New | +$514K | 0.04% | 274 |
|
|
2021
Q4 | – | Sell |
-355
| Closed | -$80K | – | 431 |
|
|
2021
Q3 | $80K | Sell |
355
-42
| -11% | -$9.84K | 0.01% | 486 |
|
|
2021
Q2 | $97K | Sell |
397
-85
| -18% | -$21.7K | 0.01% | 439 |
|
|
2021
Q1 | $125K | Sell |
482
-11,141
| -96% | -$2.78M | 0.01% | 351 |
|
|
2020
Q4 | $2.64M | Sell |
11,623
-3,278
| -22% | -$736K | 0.25% | 116 |
|
|
2020
Q3 | $3.15M | Buy |
14,901
+14,669
| +6,323% | +$2.92M | 0.34% | 77 |
|
|
2020
Q2 | $40K | Sell |
232
-10,232
| -98% | -$1.64M | 0.01% | 359 |
|
|
2020
Q1 | $1.42M | Buy |
10,464
+10,419
| +23,153% | +$1.62M | 0.23% | 103 |
|
|
2019
Q4 | $8K | Sell |
45
-6,206
| -99% | -$1.09M | ﹤0.01% | 454 |
|
|
2019
Q3 | $1.02M | Sell |
6,251
-692
| -10% | -$111K | 0.16% | 128 |
|
|
2019
Q2 | $1.19M | Sell |
6,943
-6,161
| -47% | -$1.01M | 0.19% | 109 |
|
|
2019
Q1 | $2.07M | Buy |
+13,104
| New | +$1.97M | 0.36% | 78 |
|
Other funds holding CMI
CX Institutional's CMI Position: Q2 2026 in Review
CX Institutional reduced its Cummins (CMI) stake by 3.1% in Q2 2026, selling an estimated $94.9K and leaving 4,537 shares worth $3.24M. The position accounts for 0.09% of the portfolio, ranked #197.
CX Institutional first reported a position in CMI in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.54M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- CX Institutional held 4,537 shares of Cummins worth $3.24M as of Q2 2026.
- CX Institutional sold 144 Cummins shares in Q2 2026, an estimated $94.9K.
- Cummins made up 0.09% of CX Institutional's portfolio in Q2 2026, its #197 holding.
- CX Institutional first reported a position in Cummins in Q1 2019 and has held it in 29 quarters since.
- CX Institutional's Cummins position peaked at $3.54M in Q1 2024.
- 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.