ELCO Management’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
$767K Sell
1,425
-59
-4% -$33.4K 0.37% 58
2025
Q4
$758K Sell
1,484
-41
-3% -$19.2K 0.48% 48
2025
Q3
$644K Sell
1,525
-20
-1% -$7.67K 0.34% 64
2025
Q2
$506K Hold
1,545
0.27% 79
2025
Q1
$484K Hold
1,545
0.27% 78
2024
Q4
$539K Sell
1,545
-25
-2% -$8.78K 0.28% 75
2024
Q3
$508K Hold
1,570
0.27% 81
2024
Q2
$435K Hold
1,570
0.25% 89
2024
Q1
$463K Hold
1,570
0.28% 79
2023
Q4
$376K Sell
1,570
-250
-14% -$56.8K 0.25% 95
2023
Q3
$416K Sell
1,820
-112
-6% -$27K 0.3% 74
2023
Q2
$474K Sell
1,932
-100
-5% -$22.6K 0.34% 68
2023
Q1
$485K Sell
2,032
-15
-0.7% -$3.66K 0.35% 63
2022
Q4
$496K Sell
2,047
-35
-2% -$8.32K 0.37% 67
2022
Q3
$424K Sell
2,082
-4
-0.2% -$851 0.34% 67
2022
Q2
$404K Sell
2,086
-75
-3% -$15K 0.33% 71
2022
Q1
$443K Sell
2,161
-12
-0.6% -$2.6K 0.3% 78
2021
Q4
$474K Sell
2,173
-750
-26% -$171K 0.34% 83
2021
Q3
$656K Sell
2,923
-37
-1% -$8.67K 0.5% 56
2021
Q2
$722K Buy
2,960
+271
+10% +$69.3K 0.54% 52
2021
Q1
$697K Sell
2,689
-626
-19% -$156K 0.63% 47
2020
Q4
$753K Sell
3,315
-530
-14% -$119K 0.65% 45
2020
Q3
$812K Hold
3,845
0.66% 44
2020
Q2
$666K Sell
3,845
-13
-0.3% -$2.08K 0.56% 48
2020
Q1
$522K Sell
3,858
-22
-0.6% -$3.43K 0.55% 51
2019
Q4
$694K Buy
3,880
+115
+3% +$20.2K 0.42% 62
2019
Q3
$612K Buy
3,765
+65
+2% +$10.4K 0.37% 66
2019
Q2
$634K Sell
3,700
-500
-12% -$81.9K 0.35% 72
2019
Q1
$663K Sell
4,200
-35
-0.8% -$5.25K 0.39% 67
2018
Q4
$566K Sell
4,235
-100
-2% -$14.1K 0.38% 71
2018
Q3
$633K Sell
4,335
-40
-0.9% -$5.63K 0.33% 81
2018
Q2
$582K Buy
4,375
+315
+8% +$47.1K 0.31% 89
2018
Q1
$658K Buy
4,060
+100
+3% +$17.2K 0.39% 80
2017
Q4
$699K Sell
3,960
-400
-9% -$68.4K 0.39% 75
2017
Q3
$733K Buy
4,360
+5
+0.1% +$809 0.41% 72
2017
Q2
$706K Sell
4,355
-30
-0.7% -$4.66K 0.41% 71
2017
Q1
$663K Buy
4,385
+10
+0.2% +$1.48K 0.35% 76
2016
Q4
$598K Sell
4,375
-1,030
-19% -$138K 0.33% 81
2016
Q3
$693K Buy
+5,405
New +$656K 0.28% 83

Other funds holding CMI

ELCO Management's CMI Position: Q1 2026 in Review

ELCO Management reduced its Cummins (CMI) stake by 4% in Q1 2026, selling an estimated $33.4K and leaving 1,425 shares worth $767K. The position accounts for 0.37% of the portfolio, ranked #58.

ELCO Management first reported a position in CMI in Q3 2016 and has held it in 39 quarters since. The position peaked at $812K in Q3 2020. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • ELCO Management held 1,425 shares of Cummins worth $767K as of Q1 2026.
  • ELCO Management sold 59 Cummins shares in Q1 2026, an estimated $33.4K.
  • Cummins made up 0.37% of ELCO Management's portfolio in Q1 2026, its #58 holding.
  • ELCO Management first reported a position in Cummins in Q3 2016 and has held it in 39 quarters since.
  • ELCO Management's Cummins position peaked at $812K in Q3 2020.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.