Investors Research Corp’s Cummins CMI Stock Holding History

Investors Research Corp’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 Q1	–	Sell	-200	Closed	-$69.7K	–	967
2024 Q4	$69.7K	Hold	200	–	–	0.02%	434
2024 Q3	$64.8K	Hold	200	–	–	0.01%	454
2024 Q2	$55.4K	Hold	200	–	–	0.01%	488
2024 Q1	$58.9K	Sell	200 -48	-19%	-$12.4K	0.01%	484
2023 Q4	$59.4K	Hold	248	–	–	0.01%	492
2023 Q3	$56.7K	Hold	248	–	–	0.01%	492
2023 Q2	$60.8K	Hold	248	–	–	0.02%	487
2023 Q1	$59.2K	Hold	248	–	–	0.02%	498
2022 Q4	$60.1K	Sell	248 -2	-0.8%	-$476	0.02%	485
2022 Q3	$51K	Hold	250	–	–	0.02%	490
2022 Q2	$48K	Hold	250	–	–	0.01%	511
2022 Q1	$51K	Hold	250	–	–	0.01%	515
2021 Q4	$55K	Buy	250 +5	+2%	+$1.14K	0.02%	507
2021 Q3	$55K	Hold	245	–	–	0.02%	502
2021 Q2	$60K	Hold	245	–	–	0.02%	493
2021 Q1	$63K	Sell	245 -600	-71%	-$150K	0.02%	472
2020 Q4	$192K	Hold	845	–	–	0.08%	305
2020 Q3	$178K	Hold	845	–	–	0.09%	297
2020 Q2	$146K	Hold	845	–	–	0.07%	302
2020 Q1	$114K	Buy	845 +200	+31%	+$31.2K	0.07%	305
2019 Q4	$115K	Hold	645	–	–	0.05%	383
2019 Q3	$105K	Buy	645 +45	+8%	+$7.2K	0.05%	394
2019 Q2	$103K	Hold	600	–	–	0.05%	373
2019 Q1	$95K	Buy	+600	New	+$90K	0.05%	391

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Investors Research Corp's CMI Position: Q1 2025 in Review

Investors Research Corp sold out of Cummins (CMI) in Q1 2025, closing a stake of 200 shares — an estimated $69.7K sold.

Investors Research Corp first reported a position in CMI in Q1 2019 and held it in 24 quarters. The position peaked at $192K in Q4 2020. 1,567 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

Investors Research Corp reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
Investors Research Corp sold 200 Cummins shares in Q1 2025, an estimated $69.7K.
Investors Research Corp first reported a position in Cummins in Q1 2019 and held it in 24 quarters.
Investors Research Corp's Cummins position peaked at $192K in Q4 2020.
1,567 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Investors Research Corp's 13F filing for Q1 2025, filed 8 Apr 2025.