HighPoint Advisor Group’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
$744K Sell
1,044
-81
-7% -$53.4K 0.03% 385
2026
Q1
$605K Sell
1,125
-4,121
-79% -$2.33M 0.03% 388
2025
Q4
$2.68M Buy
5,246
+1,024
+24% +$479K 0.06% 267
2025
Q3
$1.78M Buy
4,222
+73
+2% +$28K 0.09% 175
2025
Q2
$1.36M Buy
4,149
+149
+4% +$46.1K 0.07% 207
2025
Q1
$1.17M Buy
4,000
+245
+7% +$86.3K 0.07% 217
2024
Q4
$1.4M Buy
3,755
+158
+4% +$55.5K 0.08% 199
2024
Q3
$1.18M Buy
3,597
+45
+1% +$13.3K 0.07% 212
2024
Q2
$1.03M Sell
3,552
-237
-6% -$67.7K 0.06% 227
2024
Q1
$1.1M Buy
3,789
+183
+5% +$47.2K 0.08% 200
2023
Q4
$1.04M Buy
+3,606
New +$820K 0.07% 214
2022
Q2
$573K Buy
+2,948
New +$589K 0.06% 260
2021
Q3
$414K Sell
1,842
-1,313
-42% -$308K 0.04% 340
2021
Q2
$769K Buy
3,155
+203
+7% +$51.9K 0.08% 218
2021
Q1
$766K Buy
2,952
+274
+10% +$68.5K 0.09% 183
2020
Q4
$656K Buy
2,678
+1,051
+65% +$236K 0.08% 199
2020
Q3
$374K Sell
1,627
-106
-6% -$21.1K 0.07% 230
2020
Q2
$296K Sell
1,733
-11
-0.6% -$1.76K 0.06% 249
2020
Q1
$257K Sell
1,744
-49
-3% -$7.64K 0.06% 240
2019
Q4
$306K Buy
1,793
+370
+26% +$65.1K 0.06% 263
2019
Q3
$265K Sell
1,423
-118
-8% -$18.9K 0.06% 265
2019
Q2
$263K Sell
1,541
-123
-7% -$20.1K 0.06% 266
2019
Q1
$275K Buy
1,664
+111
+7% +$16.7K 0.07% 256
2018
Q4
$238K Sell
1,553
-205
-12% -$28.9K 0.06% 270
2018
Q3
$246K Sell
1,758
-148
-8% -$20.8K 0.07% 263
2018
Q2
$268K Buy
1,906
+175
+10% +$26.2K 0.07% 258
2018
Q1
$249K Sell
1,731
-1,763
-50% -$303K 0.07% 270
2017
Q4
$579K Buy
3,494
+1,731
+98% +$296K 0.17% 147
2017
Q3
$306K Sell
1,763
-91
-5% -$14.7K 0.09% 207
2017
Q2
$297K Hold
1,854
0.1% 207
2017
Q1
$297K Sell
1,854
-89
-5% -$13.2K 0.1% 207
2016
Q4
$297K Sell
1,943
-135
-6% -$18.1K 0.1% 221
2016
Q3
$281K Buy
2,078
+40
+2% +$4.86K 0.1% 223
2016
Q2
$257K Buy
2,038
+276
+16% +$31.3K 0.09% 223
2016
Q1
$205K Buy
+1,762
New +$170K 0.13% 174

Other funds holding CMI

HighPoint Advisor Group's CMI Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Cummins (CMI) stake by 7.2% in Q2 2026, selling an estimated $53.4K and leaving 1,044 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #385.

HighPoint Advisor Group first reported a position in CMI in Q1 2016 and has held it in 35 quarters since. The position peaked at $2.68M in Q4 2025. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • HighPoint Advisor Group held 1,044 shares of Cummins worth $744K as of Q2 2026.
  • HighPoint Advisor Group sold 81 Cummins shares in Q2 2026, an estimated $53.4K.
  • Cummins made up 0.03% of HighPoint Advisor Group's portfolio in Q2 2026, its #385 holding.
  • HighPoint Advisor Group first reported a position in Cummins in Q1 2016 and has held it in 35 quarters since.
  • HighPoint Advisor Group's Cummins position peaked at $2.68M in Q4 2025.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.