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Financial Counselors Inc’s Cummins CMI Stock Holding History

Financial Counselors Inc’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
2025
Q2 		– Sell
-1,214
Closed -$381K – 106
2025
Q1 		$381K Sell
1,214
-67
-5% -$23.6K 0.01% 459
2024
Q4 		$447K Sell
1,281
-2,112
-62% -$742K 0.01% 427
2024
Q3 		$1.1M Buy
3,393
+2,366
+230% +$701K 0.02% 327
2024
Q2 		$284K Buy
1,027
+20
+2% +$5.72K ﹤0.01% 503
2024
Q1 		$297K Sell
1,007
-92
-8% -$23.7K 0.01% 500
2023
Q4 		$263K Sell
1,099
-275
-20% -$62.5K ﹤0.01% 517
2023
Q3 		$314K Buy
1,374
+68
+5% +$16.4K 0.01% 453
2023
Q2 		$320K Sell
1,306
-114
-8% -$25.8K 0.01% 414
2023
Q1 		$339K Sell
1,420
-225
-14% -$54.9K 0.01% 411
2022
Q4 		$399K Buy
1,645
+221
+16% +$52.6K 0.01% 393
2022
Q3 		$290K Sell
1,424
-80
-5% -$17K 0.01% 416
2022
Q2 		$291K Sell
1,504
-560
-27% -$112K 0.01% 425
2022
Q1 		$423K Buy
2,064
+268
+15% +$58K 0.01% 380
2021
Q4 		$392K Buy
1,796
+33
+2% +$7.52K 0.01% 389
2021
Q3 		$396K Buy
1,763
+500
+40% +$117K 0.01% 403
2021
Q2 		$308K Sell
1,263
-64
-5% -$16.4K 0.01% 445
2021
Q1 		$344K Sell
1,327
-774
-37% -$193K 0.01% 416
2020
Q4 		$477K Buy
2,101
+846
+67% +$190K 0.01% 370
2020
Q3 		$265K Buy
1,255
+26
+2% +$5.18K 0.01% 423
2020
Q2 		$213K Buy
+1,229
New +$196K 0.01% 469
2020
Q1 		– Sell
-1,286
Closed -$230K – 489
2019
Q4 		$230K Buy
1,286
+4
+0.3% +$704 0.01% 485
2019
Q3 		$209K Buy
+1,282
New +$205K 0.01% 497
2018
Q4 		– Sell
-1,388
Closed -$203K – 480
2018
Q3 		$203K Buy
+1,388
New +$195K 0.01% 463
2018
Q2 		– Sell
-1,488
Closed -$241K – 498
2018
Q1 		$241K Hold
1,488
– – 0.01% 420
2017
Q4 		$263K Buy
1,488
+190
+15% +$32.5K 0.01% 417
2017
Q3 		$218K Hold
1,298
– – 0.01% 448
2017
Q2 		$211K Sell
1,298
-695
-35% -$108K 0.01% 454
2017
Q1 		$301K Buy
1,993
+230
+13% +$34K 0.02% 407
2016
Q4 		$241K Buy
+1,763
New +$236K 0.01% 430
2016
Q2 		$430K Sell
3,822
-80
-2% -$9.06K 0.03% 330
2016
Q1 		$429K Sell
3,902
-271
-6% -$26.2K 0.03% 326
2015
Q4 		$367K Buy
4,173
+498
+14% +$49.7K 0.02% 341
2015
Q3 		$399K Sell
3,675
-34,185
-90% -$4.22M 0.03% 325
2015
Q2 		$4.97M Buy
37,860
+3,532
+10% +$486K 0.32% 110
2015
Q1 		$4.76M Buy
34,328
+32,522
+1,801% +$4.58M 0.3% 119
2014
Q4 		$260K Buy
1,806
+82
+5% +$11.6K 0.02% 376
2014
Q3 		$228K Sell
1,724
-919
-35% -$133K 0.02% 393
2014
Q2 		$408K Sell
2,643
-471
-15% -$71.3K 0.03% 344
2014
Q1 		$464K Buy
3,114
+236
+8% +$32.8K 0.03% 324
2013
Q4 		$406K Sell
2,878
-187
-6% -$24.8K 0.03% 323
2013
Q3 		$407K Sell
3,065
-158
-5% -$19.5K 0.03% 309
2013
Q2 		$350K Buy
+3,223
New +$366K 0.03% 317

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Counselors Inc's CMI Position: Q2 2025 in Review

Financial Counselors Inc sold out of Cummins (CMI) in Q2 2025, closing a stake of 1,214 shares — an estimated $381K sold.

Financial Counselors Inc first reported a position in CMI in Q2 2013 and held it in 42 quarters. The position peaked at $4.97M in Q2 2015. 1,562 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

  • Financial Counselors Inc reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 1,214 Cummins shares in Q2 2025, an estimated $381K.
  • Financial Counselors Inc first reported a position in Cummins in Q2 2013 and held it in 42 quarters.
  • Financial Counselors Inc's Cummins position peaked at $4.97M in Q2 2015.
  • 1,562 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.