Global Retirement Partners’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
$3.32M Buy
+4,653
New +$3.07M 0.05% 341
2025
Q4
$3.13M Buy
6,132
+938
+18% +$438K 0.06% 314
2025
Q3
$2.19M Buy
5,194
+464
+10% +$178K 0.05% 333
2025
Q2
$1.55M Buy
+4,730
New +$1.46M 0.04% 392
2024
Q4
$1.96M Buy
5,613
+2,520
+81% +$885K 0.06% 304
2024
Q3
$1M Buy
3,093
+209
+7% +$61.9K 0.03% 445
2024
Q2
$799K Buy
2,884
+175
+6% +$50K 0.03% 482
2024
Q1
$798K Sell
2,709
-102
-4% -$26.3K 0.03% 409
2023
Q4
$660K Buy
2,811
+1,030
+58% +$234K 0.03% 427
2023
Q3
$405K Sell
1,781
-30
-2% -$7.24K 0.02% 485
2023
Q2
$444K Buy
1,811
+455
+34% +$103K 0.02% 469
2023
Q1
$304K Sell
1,356
-112
-8% -$27.3K 0.02% 548
2022
Q4
$356K Buy
1,468
+57
+4% +$13.6K 0.02% 434
2022
Q3
$345K Sell
1,411
-54
-4% -$11.5K 0.03% 422
2022
Q2
$284K Buy
1,465
+112
+8% +$22.4K 0.02% 474
2022
Q1
$266K Buy
+1,353
New +$293K 0.02% 494
2021
Q4
Sell
-1,083
Closed -$243K 506
2021
Q3
$243K Sell
1,083
-90
-8% -$21.1K 0.02% 431
2021
Q2
$286K Buy
1,173
+5
+0.4% +$1.28K 0.03% 390
2021
Q1
$303K Buy
1,168
+104
+10% +$26K 0.04% 340
2020
Q4
$242K Buy
1,064
+552
+108% +$124K 0.03% 363
2020
Q3
$108K Sell
512
-147
-22% -$29.3K 0.02% 470
2020
Q2
$114K Buy
659
+4
+0.6% +$639 0.02% 460
2020
Q1
$89K Buy
655
+4
+0.6% +$624 0.02% 453
2019
Q4
$117K Buy
651
+3
+0.5% +$528 0.02% 456
2019
Q3
$105K Sell
648
-39
-6% -$6.24K 0.02% 460
2019
Q2
$118K Buy
687
+619
+910% +$101K 0.02% 424
2019
Q1
$11K Hold
68
﹤0.01% 1023
2018
Q4
$9K Sell
68
-700
-91% -$98.8K ﹤0.01% 996
2018
Q3
$112K Sell
768
-800
-51% -$113K 0.03% 375
2018
Q2
$209K Hold
1,568
0.05% 276
2018
Q1
$254K Buy
1,568
+1,514
+2,804% +$260K 0.07% 248
2017
Q4
$10K Hold
54
﹤0.01% 896
2017
Q3
$9K Hold
54
﹤0.01% 859
2017
Q2
$9K Buy
54
+29
+116% +$4.5K ﹤0.01% 808
2017
Q1
$4K Hold
25
﹤0.01% 943
2016
Q4
$3K Buy
+25
New +$3.35K ﹤0.01% 905

Other funds holding CMI

Global Retirement Partners's CMI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Cummins (CMI) in Q2 2026: 4,653 shares worth $3.32M. The stake represents 0.05% of the portfolio and ranks #341 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CMI as recently as Q4 2025.

Global Retirement Partners first reported a position in CMI in Q4 2016 and has held it in 36 quarters since. 2,103 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Global Retirement Partners held 4,653 shares of Cummins worth $3.32M as of Q2 2026.
  • Cummins was a new Global Retirement Partners position in Q2 2026.
  • Cummins made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #341 holding.
  • Global Retirement Partners first reported a position in Cummins in Q4 2016 and has held it in 36 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.