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Hoey Investments’s Cummins CMI Stock Holding History

Hoey Investments’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
2026
Q1 		$1.36M Sell
2,519
-60
-2% -$34K 0.2% 30
2025
Q4 		$1.32M Buy
2,579
+505
+24% +$236K 0.18% 30
2025
Q3 		$876K Buy
2,074
+1,210
+140% +$464K 0.12% 41
2025
Q2 		$283K Sell
864
-539
-38% -$167K 0.04% 73
2025
Q1 		$440K Sell
1,403
-27
-2% -$9.51K 0.09% 51
2024
Q4 		$498K Buy
1,430
+1,304
+1,035% +$458K 0.08% 49
2024
Q3 		$34.9K Hold
126
– – 0.01% 147
2024
Q2 		$34.9K Sell
126
-44
-26% -$12.6K 0.01% 147
2024
Q1 		$50.1K Sell
170
-189
-53% -$48.7K 0.01% 127
2023
Q4 		$86K Sell
359
-197
-35% -$44.8K 0.02% 102
2023
Q3 		$127K Buy
556
+189
+51% +$45.6K 0.04% 95
2023
Q2 		$90K Buy
367
+327
+818% +$74K 0.03% 109
2023
Q1 		$9.56K Hold
40
– – ﹤0.01% 219
2022
Q4 		$9.69K Buy
40
+16
+67% +$3.81K ﹤0.01% 215
2022
Q3 		$5K Hold
24
– – ﹤0.01% 258
2022
Q2 		$5K Hold
24
– – ﹤0.01% 209
2022
Q1 		$5K Hold
24
– – ﹤0.01% 196
2021
Q4 		$5K Sell
24
-10
-29% -$2.28K ﹤0.01% 197
2021
Q3 		$8K Buy
34
+1
+3% +$234 ﹤0.01% 179
2021
Q2 		$8K Sell
33
-4
-11% -$1.02K ﹤0.01% 179
2021
Q1 		$10K Buy
37
+12
+48% +$3K ﹤0.01% 171
2020
Q4 		$6K Buy
+25
New +$5.61K ﹤0.01% 156
2020
Q3 		– Sell
-40
Closed -$7K – 137
2020
Q2 		$7K Sell
40
-60
-60% -$9.59K ﹤0.01% 120
2020
Q1 		$14K Sell
100
-860
-90% -$134K 0.01% 95
2019
Q4 		$172K Buy
+960
New +$169K 0.12% 60

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoey Investments's CMI Position: Q1 2026 in Review

Hoey Investments reduced its Cummins (CMI) stake by 2.3% in Q1 2026, selling an estimated $34K and leaving 2,519 shares worth $1.36M. The position accounts for 0.2% of the portfolio, ranked #30.

Hoey Investments first reported a position in CMI in Q4 2019 and has held it in 25 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Hoey Investments held 2,519 shares of Cummins worth $1.36M as of Q1 2026.
  • Hoey Investments sold 60 Cummins shares in Q1 2026, an estimated $34K.
  • Cummins made up 0.2% of Hoey Investments's portfolio in Q1 2026, its #30 holding.
  • Hoey Investments first reported a position in Cummins in Q4 2019 and has held it in 25 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.