J2 Capital Management’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
945
+273
+41% +$89.4K 0.25% 95
2025
Q1
$211K Sell
672
-1,205
-64% -$378K 0.19% 100
2024
Q4
$654K Buy
+1,877
New +$654K 0.61% 29
2023
Q3
$543K Sell
2,378
-14
-0.6% -$3.2K 0.69% 34
2023
Q2
$586K Buy
2,392
+313
+15% +$76.7K 0.7% 34
2023
Q1
$497K Buy
2,079
+386
+23% +$92.2K 0.77% 31
2022
Q4
$410K Buy
1,693
+315
+23% +$76.3K 0.7% 32
2022
Q3
$280K Buy
1,378
+44
+3% +$8.94K 0.53% 49
2022
Q2
$258K Buy
1,334
+304
+30% +$58.8K 0.39% 62
2022
Q1
$211K Buy
1,030
+52
+5% +$10.7K 0.23% 97
2021
Q4
$213K Buy
+978
New +$213K 0.2% 106