IFG Advisory’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-6,324
| Closed | -$3.23M | – | 420 |
|
|
2025
Q4 | $3.23M | Sell |
6,324
-147
| -2% | -$68.7K | 0.14% | 182 |
|
|
2025
Q3 | $2.73M | Sell |
6,471
-43
| -0.7% | -$16.5K | 0.12% | 190 |
|
|
2025
Q2 | $2.13M | Sell |
6,514
-74
| -1% | -$22.9K | 0.11% | 212 |
|
|
2025
Q1 | $2.06M | Sell |
6,588
-905
| -12% | -$319K | 0.11% | 213 |
|
|
2024
Q4 | $2.61M | Buy |
7,493
+12
| +0.2% | +$4.22K | 0.15% | 166 |
|
|
2024
Q3 | $2.42M | Sell |
7,481
-129
| -2% | -$38.2K | 0.15% | 174 |
|
|
2024
Q2 | $2.11M | Buy |
7,610
+22
| +0.3% | +$6.29K | 0.14% | 180 |
|
|
2024
Q1 | $2.24M | Sell |
7,588
-1,645
| -18% | -$424K | 0.17% | 172 |
|
|
2023
Q4 | $2.21M | Sell |
9,233
-2,342
| -20% | -$532K | 0.16% | 163 |
|
|
2023
Q3 | $2.64M | Sell |
11,575
-104
| -0.9% | -$25.1K | 0.22% | 119 |
|
|
2023
Q2 | $2.86M | Buy |
11,679
+3,097
| +36% | +$701K | 0.25% | 117 |
|
|
2023
Q1 | $2.05M | Sell |
8,582
-228
| -3% | -$55.7K | 0.19% | 129 |
|
|
2022
Q4 | $2.13M | Sell |
8,810
-77
| -0.9% | -$18.3K | 0.21% | 108 |
|
|
2022
Q3 | $1.81M | Sell |
8,887
-240
| -3% | -$51.1K | 0.16% | 133 |
|
|
2022
Q2 | $1.77M | Buy |
9,127
+1,863
| +26% | +$372K | 0.19% | 118 |
|
|
2022
Q1 | $1.49M | Sell |
7,264
-1,703
| -19% | -$368K | 0.15% | 160 |
|
|
2021
Q4 | $1.96M | Sell |
8,967
-82
| -0.9% | -$18.7K | 0.19% | 129 |
|
|
2021
Q3 | $2.03M | Buy |
9,049
+115
| +1% | +$27K | 0.22% | 116 |
|
|
2021
Q2 | $2.18M | Buy |
8,934
+5,290
| +145% | +$1.35M | 0.24% | 104 |
|
|
2021
Q1 | $944K | Sell |
3,644
-117
| -3% | -$29.2K | 0.12% | 198 |
|
|
2020
Q4 | $854K | Sell |
3,761
-447
| -11% | -$100K | 0.12% | 192 |
|
|
2020
Q3 | $888K | Sell |
4,208
-627
| -13% | -$125K | 0.14% | 171 |
|
|
2020
Q2 | $837K | Buy |
4,835
+44
| +0.9% | +$7.03K | 0.15% | 162 |
|
|
2020
Q1 | $648K | Sell |
4,791
-313
| -6% | -$48.8K | 0.14% | 163 |
|
|
2019
Q4 | $913K | Sell |
5,104
-156
| -3% | -$27.5K | 0.17% | 150 |
|
|
2019
Q3 | $855K | Buy |
5,260
+1,261
| +32% | +$202K | 0.17% | 152 |
|
|
2019
Q2 | $685K | Buy |
3,999
+13
| +0.3% | +$2.13K | 0.12% | 169 |
|
|
2019
Q1 | $629K | Buy |
3,986
+1,788
| +81% | +$268K | 0.12% | 162 |
|
|
2018
Q4 | $293K | Buy |
2,198
+149
| +7% | +$21K | 0.07% | 242 |
|
|
2018
Q3 | $299K | Buy |
2,049
+102
| +5% | +$14.4K | 0.06% | 294 |
|
|
2018
Q2 | $259K | Sell |
1,947
-140
| -7% | -$21K | 0.05% | 299 |
|
|
2018
Q1 | $338K | Buy |
2,087
+461
| +28% | +$79.2K | 0.08% | 249 |
|
|
2017
Q4 | $287K | Buy |
+1,626
| New | +$278K | 0.06% | 268 |
|
Other funds holding CMI
VCM
VPM
IFG Advisory's CMI Position: Q1 2026 in Review
IFG Advisory sold out of Cummins (CMI) in Q1 2026, closing a stake of 6,324 shares — an estimated $3.23M sold.
IFG Advisory first reported a position in CMI in Q4 2017 and held it in 33 quarters. The position peaked at $3.23M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.
- IFG Advisory reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
- IFG Advisory sold 6,324 Cummins shares in Q1 2026, an estimated $3.23M.
- IFG Advisory first reported a position in Cummins in Q4 2017 and held it in 33 quarters.
- IFG Advisory's Cummins position peaked at $3.23M in Q4 2025.
- 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.