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Indie Asset Partners’s Cummins CMI Stock Holding History

Indie Asset Partners’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
2025
Q2 		– Sell
-1,759
Closed -$551K – 75
2025
Q1 		$551K Sell
1,759
-347
-16% -$122K 0.48% 36
2024
Q4 		$734K Sell
2,106
-1
-0% -$351 0.58% 30
2024
Q3 		$682K Buy
2,107
+5
+0.2% +$1.48K 0.51% 31
2024
Q2 		$582K Buy
2,102
+93
+5% +$26.6K 0.46% 34
2024
Q1 		$592K Buy
2,009
+1
+0% +$258 0.53% 32
2023
Q4 		$481K Sell
2,008
-23
-1% -$5.23K 0.43% 31
2023
Q3 		$464K Buy
2,031
+2
+0.1% +$483 0.47% 33
2023
Q2 		$497K Buy
2,029
+3
+0.1% +$679 0.54% 30
2023
Q1 		$484K Sell
2,026
-73
-3% -$17.8K 0.57% 33
2022
Q4 		$509K Buy
2,099
+26
+1% +$6.18K 0.56% 36
2022
Q3 		$422K Buy
2,073
+1
+0% +$213 0.43% 42
2022
Q2 		$401K Hold
2,072
– – 0.35% 51
2022
Q1 		$425K Buy
2,072
+15
+0.7% +$3.24K 0.32% 59
2021
Q4 		$449K Buy
2,057
+212
+11% +$48.3K 0.33% 58
2021
Q3 		$414K Hold
1,845
– – 0.34% 65
2021
Q2 		$450K Buy
1,845
+75
+4% +$19.2K 0.36% 58
2021
Q1 		$459K Hold
1,770
– – 0.52% 56
2020
Q4 		$402K Buy
1,770
+39
+2% +$8.76K 0.47% 54
2020
Q3 		$366K Hold
1,731
– – 0.46% 56
2020
Q2 		$364K Sell
1,731
-100
-5% -$16K 0.46% 59
2020
Q1 		$248K Hold
1,831
– – 0.31% 62
2019
Q4 		$328K Buy
+1,831
New +$322K 0.35% 54

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Indie Asset Partners's CMI Position: Q2 2025 in Review

Indie Asset Partners sold out of Cummins (CMI) in Q2 2025, closing a stake of 1,759 shares — an estimated $551K sold.

Indie Asset Partners first reported a position in CMI in Q4 2019 and held it in 22 quarters. The position peaked at $734K in Q4 2024. 1,561 funds tracked by Wall St. Rank hold CMI as of Q2 2025.

  • Indie Asset Partners reported no remaining Cummins position as of Q2 2025 after selling out during the quarter.
  • Indie Asset Partners sold 1,759 Cummins shares in Q2 2025, an estimated $551K.
  • Indie Asset Partners first reported a position in Cummins in Q4 2019 and held it in 22 quarters.
  • Indie Asset Partners's Cummins position peaked at $734K in Q4 2024.
  • 1,561 funds tracked by Wall St. Rank held Cummins as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.