IA
CMI icon

IFP Advisors’s Cummins CMI Stock Holding History

IFP Advisors’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
Q2 		$2.59M Buy
3,638
+70
+2% +$46.1K 0.05% 413
2026
Q1 		$1.92M Buy
3,568
+32
+0.9% +$18.1K 0.04% 465
2025
Q4 		$1.8M Hold
3,536
– – 0.04% 444
2025
Q3 		$1.49M Buy
3,536
+25
+0.7% +$9.59K 0.04% 461
2025
Q2 		$1.16M Buy
3,511
+173
+5% +$53.6K 0.03% 534
2025
Q1 		$1.05M Sell
3,338
-79
-2% -$27.8K 0.03% 543
2024
Q4 		$1.19M Buy
3,417
+390
+13% +$137K 0.04% 483
2024
Q3 		$980K Buy
3,027
+652
+27% +$193K 0.04% 484
2024
Q2 		$658K Buy
2,375
+378
+19% +$108K 0.03% 567
2024
Q1 		$589K Sell
1,997
-140
-7% -$36.1K 0.03% 563
2023
Q4 		$513K Sell
2,137
-179
-8% -$40.7K 0.02% 577
2023
Q3 		$529K Sell
2,316
-3,067
-57% -$741K 0.02% 566
2023
Q2 		$1.32M Sell
5,383
-2,946
-35% -$667K 0.06% 354
2023
Q1 		$744K Sell
8,329
-2,982
-26% -$728K 0.03% 468
2022
Q4 		$1.11M Sell
11,311
-1,160
-9% -$276K 0.03% 586
2022
Q3 		$1.21M Buy
12,471
+648
+5% +$138K 0.03% 573
2022
Q2 		$1.15M Hold
11,823
– – 0.04% 532
2022
Q1 		$1.15M Buy
11,823
+5,376
+83% +$1.16M 0.04% 532
2021
Q4 		$1.43M Sell
6,447
-56
-0.9% -$12.8K 0.03% 329
2021
Q3 		$1.49M Buy
6,503
+329
+5% +$77.1K 0.03% 318
2021
Q2 		$1.49M Sell
6,174
-1,074
-15% -$275K 0.03% 304
2021
Q1 		$1.89M Sell
7,248
-8,120
-53% -$2.03M 0.04% 230
2020
Q4 		$3.48M Buy
15,368
+476
+3% +$107K 0.14% 119
2020
Q3 		$3.15M Buy
14,892
+830
+6% +$165K 0.19% 106
2020
Q2 		$2.43M Buy
14,062
+12,068
+605% +$1.93M 0.19% 114
2020
Q1 		$268K Buy
1,994
+541
+37% +$84.4K 0.03% 490
2019
Q4 		$261K Sell
1,453
-824
-36% -$145K 0.02% 583
2019
Q3 		$367K Buy
+2,277
New +$364K 0.02% 570
2019
Q1 		$377K Sell
2,368
-4,316
-65% -$647K 0.05% 338
2018
Q4 		$880K Sell
6,684
-1,040
-13% -$147K 0.05% 376
2018
Q3 		$1.13M Buy
7,724
+71
+0.9% +$10K 0.05% 396
2018
Q2 		$1.02M Buy
7,653
+1,112
+17% +$166K 0.04% 411
2018
Q1 		$1.16M Hold
6,541
– – 0.05% 355
2017
Q4 		$1.16M Sell
6,541
-3,652
-36% -$625K 0.05% 354
2017
Q3 		$1.71M Sell
10,193
-839
-8% -$136K 0.07% 299
2017
Q2 		$1.79M Buy
11,032
+998
+10% +$155K 0.08% 290
2017
Q1 		$1.52M Sell
10,034
-645
-6% -$95.5K 0.07% 312
2016
Q4 		$1.46M Buy
10,679
+1,286
+14% +$172K 0.07% 298
2016
Q3 		$1.2M Buy
9,393
+345
+4% +$41.9K 0.06% 320
2016
Q2 		$1.02M Buy
9,048
+6,680
+282% +$757K 0.06% 349
2016
Q1 		$377K Sell
2,368
-1,807
-43% -$175K 0.05% 338
2015
Q4 		$367K Buy
+4,175
New +$417K 0.02% 578

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

IFP Advisors's CMI Position: Q2 2026 in Review

IFP Advisors increased its Cummins (CMI) stake by 2% in Q2 2026, buying an estimated $46.1K and bringing the position to 3,638 shares worth $2.59M. The position accounts for 0.05% of the portfolio, ranked #413.

IFP Advisors first reported a position in CMI in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.48M in Q4 2020. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • IFP Advisors held 3,638 shares of Cummins worth $2.59M as of Q2 2026.
  • IFP Advisors bought 70 Cummins shares in Q2 2026, an estimated $46.1K.
  • Cummins made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #413 holding.
  • IFP Advisors first reported a position in Cummins in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Cummins position peaked at $3.48M in Q4 2020.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.