Householder Group Estate & Retirement Specialist’s Cummins CMI Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-49	Closed	-$15K	–	662
2024 Q3	$15K	Sell	49 -1	-2%	-$296	﹤0.01%	744
2024 Q2	$13K	Hold	50	–	–	﹤0.01%	765
2024 Q1	$14.7K	Hold	50	–	–	﹤0.01%	731
2023 Q4	$11K	Buy	50 +20	+67%	+$4.55K	﹤0.01%	739
2023 Q3	$6.85K	Buy	+30	New	+$7.24K	﹤0.01%	868
2023 Q1	$7K	Buy	+30	New	+$7.33K	﹤0.01%	879
2022 Q4	–	Sell	-30	Closed	-$6K	–	463
2022 Q3	$6K	Buy	+30	New	+$6.38K	﹤0.01%	832

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CMI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Cummins (CMI) in Q4 2024, closing a stake of 49 shares — an estimated $15K sold.

Householder Group Estate & Retirement Specialist first reported a position in CMI in Q3 2022 and held it in 7 quarters. The position peaked at $15K in Q3 2024. 1,552 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Cummins position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 49 Cummins shares in Q4 2024, an estimated $15K.
Householder Group Estate & Retirement Specialist first reported a position in Cummins in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Cummins position peaked at $15K in Q3 2024.
1,552 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.