Insigneo Advisory Services’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Buy
1,658
+359
+28% +$237K 0.04% 284
2026
Q1
$699K Buy
1,299
+511
+65% +$289K 0.05% 290
2025
Q4
$402K Buy
+788
New +$368K 0.03% 419
2025
Q3
– Sell
-641
Closed -$210K – 755
2025
Q2
$210K Sell
641
-1
-0.2% -$310 0.02% 557
2025
Q1
$201K Buy
642
+22
+4% +$7.75K 0.02% 524
2024
Q4
$216K Buy
+620
New +$218K 0.02% 510

Other funds holding CMI

Insigneo Advisory Services's CMI Position: Q2 2026 in Review

Insigneo Advisory Services increased its Cummins (CMI) stake by 28% in Q2 2026, buying an estimated $237K and bringing the position to 1,658 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #284.

Insigneo Advisory Services first reported a position in CMI in Q4 2024 and has held it in 6 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Insigneo Advisory Services held 1,658 shares of Cummins worth $1.18M as of Q2 2026.
  • Insigneo Advisory Services bought 359 Cummins shares in Q2 2026, an estimated $237K.
  • Cummins made up 0.04% of Insigneo Advisory Services's portfolio in Q2 2026, its #284 holding.
  • Insigneo Advisory Services first reported a position in Cummins in Q4 2024 and has held it in 6 quarters since.
  • 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.