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Game Plan Financial Advisors’s Cummins CMI Stock Holding History

Game Plan Financial Advisors’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
-50
Closed -$15.7K – 360
2025
Q1 		$15.7K Hold
50
– – 0.01% 198
2024
Q4 		$17.4K Hold
50
– – 0.01% 190
2024
Q3 		$16.2K Hold
50
– – 0.01% 200
2024
Q2 		$13.8K Hold
50
– – 0.01% 221
2024
Q1 		$14.7K Hold
50
– – 0.01% 232
2023
Q4 		$12K Buy
+50
New +$11.4K 0.01% 237

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

Game Plan Financial Advisors's CMI Position: Q2 2025 in Review

Game Plan Financial Advisors sold out of Cummins (CMI) in Q2 2025, closing a stake of 50 shares — an estimated $15.7K sold.

Game Plan Financial Advisors first reported a position in CMI in Q4 2023 and held it in 6 quarters. The position peaked at $17.4K in Q4 2024. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

  • Game Plan Financial Advisors reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
  • Game Plan Financial Advisors sold 50 Cummins shares in Q2 2025, an estimated $15.7K.
  • Game Plan Financial Advisors first reported a position in Cummins in Q4 2023 and held it in 6 quarters.
  • Game Plan Financial Advisors's Cummins position peaked at $17.4K in Q4 2024.
  • 1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Game Plan Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.