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Geller Advisors’s Cummins CMI Stock Holding History

Geller 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
2024
Q4 		$253K Buy
727
+1
+0.1% +$351 0.02% 222
2024
Q3 		$235K Sell
726
-835
-53% -$247K 0.02% 235
2024
Q2 		$432K Hold
1,561
– – 0.03% 159
2024
Q1 		$460K Buy
1,561
+10
+0.6% +$2.58K 0.04% 159
2023
Q4 		$372K Hold
1,551
– – 0.04% 172
2023
Q3 		$354K Hold
1,551
– – 0.04% 161
2023
Q2 		$380K Buy
+1,551
New +$351K 0.05% 157

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geller Advisors's CMI Position: Q4 2024 in Review

Geller Advisors increased its Cummins (CMI) stake by 0.14% in Q4 2024, buying an estimated $351 and bringing the position to 727 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #222.

Geller Advisors first reported a position in CMI in Q2 2023 and has held it in 7 quarters since. The position peaked at $460K in Q1 2024. 1,551 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

  • Geller Advisors held 727 shares of Cummins worth $253K as of Q4 2024.
  • Geller Advisors bought 1 Cummins share in Q4 2024, an estimated $351.
  • Cummins made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #222 holding.
  • Geller Advisors first reported a position in Cummins in Q2 2023 and has held it in 7 quarters since.
  • Geller Advisors's Cummins position peaked at $460K in Q1 2024.
  • 1,551 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.