Institute for Wealth Management’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 | $1.65M | Sell |
2,318
-2
| -0.1% | -$1.32K | 0.15% | 139 |
|
|
2026
Q1 | $1.25M | Buy |
2,320
+2
| +0.1% | +$1.13K | 0.13% | 169 |
|
|
2025
Q4 | $1.18M | Sell |
2,318
-6
| -0.3% | -$2.8K | 0.13% | 169 |
|
|
2025
Q3 | $982K | Hold |
2,324
| – | – | 0.1% | 202 |
|
|
2025
Q2 | $761K | Buy |
2,324
+13
| +0.6% | +$4.02K | 0.08% | 242 |
|
|
2025
Q1 | $724K | Hold |
2,311
| – | – | 0.09% | 240 |
|
|
2024
Q4 | $806K | Hold |
2,311
| – | – | 0.1% | 212 |
|
|
2024
Q3 | $748K | Sell |
2,311
-60
| -3% | -$17.8K | 0.09% | 225 |
|
|
2024
Q2 | $657K | Buy |
2,371
+4
| +0.2% | +$1.14K | 0.09% | 230 |
|
|
2024
Q1 | $697K | Buy |
2,367
+11
| +0.5% | +$2.83K | 0.09% | 225 |
|
|
2023
Q4 | $564K | Sell |
2,356
-28
| -1% | -$6.37K | 0.09% | 246 |
|
|
2023
Q3 | $545K | Sell |
2,384
-10
| -0.4% | -$2.42K | 0.1% | 243 |
|
|
2023
Q2 | $587K | Hold |
2,394
| – | – | 0.1% | 231 |
|
|
2023
Q1 | $572K | Sell |
2,394
-11
| -0.5% | -$2.69K | 0.11% | 241 |
|
|
2022
Q4 | $583K | Hold |
2,405
| – | – | 0.12% | 231 |
|
|
2022
Q3 | $489K | Buy |
2,405
+29
| +1% | +$6.17K | 0.11% | 240 |
|
|
2022
Q2 | $460K | Buy |
2,376
+91
| +4% | +$18.2K | 0.09% | 290 |
|
|
2022
Q1 | $469K | Sell |
2,285
-17
| -0.7% | -$3.68K | 0.08% | 305 |
|
|
2021
Q4 | $502K | Sell |
2,302
-29
| -1% | -$6.61K | 0.08% | 280 |
|
|
2021
Q3 | $523K | Sell |
2,331
-23
| -1% | -$5.39K | 0.09% | 265 |
|
|
2021
Q2 | $574K | Hold |
2,354
| – | – | 0.1% | 242 |
|
|
2021
Q1 | $610K | Sell |
2,354
-75
| -3% | -$18.7K | 0.12% | 219 |
|
|
2020
Q4 | $552K | Sell |
2,429
-178
| -7% | -$40K | 0.11% | 230 |
|
|
2020
Q3 | $550K | Buy |
2,607
+10
| +0.4% | +$1.99K | 0.13% | 207 |
|
|
2020
Q2 | $450K | Buy |
2,597
+9
| +0.3% | +$1.44K | 0.11% | 252 |
|
|
2020
Q1 | $350K | Hold |
2,588
| – | – | 0.11% | 253 |
|
|
2019
Q4 | $463K | Sell |
2,588
-46
| -2% | -$8.1K | 0.1% | 266 |
|
|
2019
Q3 | $428K | Hold |
2,634
| – | – | 0.11% | 264 |
|
|
2019
Q2 | $451K | Hold |
2,634
| – | – | 0.1% | 276 |
|
|
2019
Q1 | $416K | Buy |
+2,634
| New | +$395K | 0.09% | 281 |
|
|
2018
Q1 | – | Sell |
-2,410
| Closed | -$428K | – | 278 |
|
|
2017
Q4 | $428K | Buy |
+2,410
| New | +$412K | 0.1% | 251 |
|
|
2017
Q3 | – | Sell |
-2,411
| Closed | -$387K | – | 272 |
|
|
2017
Q2 | $387K | Buy |
+2,411
| New | +$374K | 0.11% | 269 |
|
Other funds holding CMI
Institute for Wealth Management's CMI Position: Q2 2026 in Review
Institute for Wealth Management reduced its Cummins (CMI) stake by 0.09% in Q2 2026, selling an estimated $1.32K and leaving 2,318 shares worth $1.65M. The position accounts for 0.15% of the portfolio, ranked #139.
Institute for Wealth Management first reported a position in CMI in Q2 2017 and has held it in 32 quarters since. 2,109 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- Institute for Wealth Management held 2,318 shares of Cummins worth $1.65M as of Q2 2026.
- Institute for Wealth Management sold 2 Cummins shares in Q2 2026, an estimated $1.32K.
- Cummins made up 0.15% of Institute for Wealth Management's portfolio in Q2 2026, its #139 holding.
- Institute for Wealth Management first reported a position in Cummins in Q2 2017 and has held it in 32 quarters since.
- 2,109 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.