Empirical Wealth 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
Q2 | $23.8M | Sell |
33,334
-784
| -2% | -$517K | 0.35% | 55 |
|
|
2026
Q1 | $18.4M | Sell |
34,118
-40
| -0.1% | -$22.6K | 0.32% | 57 |
|
|
2025
Q4 | $17.4M | Sell |
34,158
-1,114
| -3% | -$521K | 0.31% | 57 |
|
|
2025
Q3 | $14.9M | Sell |
35,272
-590
| -2% | -$226K | 0.3% | 67 |
|
|
2025
Q2 | $11.7M | Buy |
35,862
+3,286
| +10% | +$1.02M | 0.27% | 74 |
|
|
2025
Q1 | $10.2M | Buy |
32,576
+30,854
| +1,792% | +$10.9M | 0.26% | 82 |
|
|
2024
Q4 | $600K | Buy |
1,722
+149
| +9% | +$52.3K | 0.02% | 356 |
|
|
2024
Q3 | $509K | Hold |
1,573
| – | – | 0.01% | 367 |
|
|
2024
Q2 | $436K | Sell |
1,573
-145
| -8% | -$41.4K | 0.01% | 391 |
|
|
2024
Q1 | $506K | Sell |
1,718
-44
| -2% | -$11.3K | 0.02% | 341 |
|
|
2023
Q4 | $422K | Buy |
1,762
+22
| +1% | +$5K | 0.01% | 347 |
|
|
2023
Q3 | $398K | Sell |
1,740
-43
| -2% | -$10.4K | 0.02% | 335 |
|
|
2023
Q2 | $437K | Sell |
1,783
-593
| -25% | -$134K | 0.02% | 332 |
|
|
2023
Q1 | $567K | Buy |
2,376
+33
| +1% | +$8.06K | 0.02% | 308 |
|
|
2022
Q4 | $568K | Buy |
2,343
+203
| +9% | +$48.3K | 0.03% | 289 |
|
|
2022
Q3 | $436K | Buy |
2,140
+11
| +0.5% | +$2.34K | 0.02% | 323 |
|
|
2022
Q2 | $412K | Sell |
2,129
-401
| -16% | -$80.2K | 0.02% | 331 |
|
|
2022
Q1 | $519K | Sell |
2,530
-1,025
| -29% | -$222K | 0.03% | 325 |
|
|
2021
Q4 | $775K | Sell |
3,555
-1,082
| -23% | -$247K | 0.04% | 262 |
|
|
2021
Q3 | $1.04M | Buy |
4,637
+423
| +10% | +$99.1K | 0.06% | 183 |
|
|
2021
Q2 | $1.03M | Buy |
4,214
+990
| +31% | +$253K | 0.06% | 184 |
|
|
2021
Q1 | $835K | Sell |
3,224
-999
| -24% | -$250K | 0.07% | 182 |
|
|
2020
Q4 | $959K | Buy |
4,223
+457
| +12% | +$103K | 0.07% | 156 |
|
|
2020
Q3 | $795K | Sell |
3,766
-109
| -3% | -$21.7K | 0.07% | 160 |
|
|
2020
Q2 | $671K | Buy |
3,875
+885
| +30% | +$141K | 0.06% | 171 |
|
|
2020
Q1 | $405K | Buy |
2,990
+676
| +29% | +$105K | 0.04% | 213 |
|
|
2019
Q4 | $414K | Buy |
2,314
+407
| +21% | +$71.6K | 0.05% | 214 |
|
|
2019
Q3 | $310K | Buy |
1,907
+480
| +34% | +$76.8K | 0.04% | 229 |
|
|
2019
Q2 | $245K | Sell |
1,427
-33
| -2% | -$5.4K | 0.03% | 225 |
|
|
2019
Q1 | $230K | Buy |
+1,460
| New | +$219K | 0.03% | 216 |
|
Other funds holding CMI
Empirical Wealth Management's CMI Position: Q2 2026 in Review
Empirical Wealth Management reduced its Cummins (CMI) stake by 2.3% in Q2 2026, selling an estimated $517K and leaving 33,334 shares worth $23.8M. The position accounts for 0.35% of the portfolio, ranked #55.
Empirical Wealth Management first reported a position in CMI in Q1 2019 and has held it in 30 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- Empirical Wealth Management held 33,334 shares of Cummins worth $23.8M as of Q2 2026.
- Empirical Wealth Management sold 784 Cummins shares in Q2 2026, an estimated $517K.
- Cummins made up 0.35% of Empirical Wealth Management's portfolio in Q2 2026, its #55 holding.
- Empirical Wealth Management first reported a position in Cummins in Q1 2019 and has held it in 30 quarters since.
- 2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.