Kovitz Investment Group Partners’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 | $558K | Sell |
782
-75
| -9% | -$49.4K | 0.01% | 381 |
|
|
2026
Q1 | $461K | Sell |
857
-1,095
| -56% | -$620K | 0.01% | 405 |
|
|
2025
Q4 | $997K | Sell |
1,952
-86,629
| -98% | -$40.5M | 0.02% | 323 |
|
|
2025
Q3 | $37.4M | Buy |
88,581
+3,567
| +4% | +$1.37M | 0.15% | 132 |
|
|
2025
Q2 | $27.8M | Buy |
85,014
+42,557
| +100% | +$13.2M | 0.12% | 155 |
|
|
2025
Q1 | $13.3M | Buy |
42,457
+64
| +0.2% | +$22.5K | 0.07% | 224 |
|
|
2024
Q4 | $14.8M | Sell |
42,393
-122
| -0.3% | -$42.9K | 0.07% | 209 |
|
|
2024
Q3 | $12.9M | Buy |
42,515
+4,599
| +12% | +$1.36M | 0.09% | 187 |
|
|
2024
Q2 | $10.5M | Buy |
37,916
+547
| +1% | +$156K | 0.09% | 172 |
|
|
2024
Q1 | $11M | Buy |
37,369
+143
| +0.4% | +$36.9K | 0.14% | 101 |
|
|
2023
Q4 | $8.92M | Sell |
37,226
-1,187
| -3% | -$270K | 0.15% | 79 |
|
|
2023
Q3 | $8.78M | Sell |
38,413
-236
| -0.6% | -$57K | 0.16% | 79 |
|
|
2023
Q2 | $9.48M | Sell |
38,649
-291
| -0.7% | -$65.9K | 0.14% | 72 |
|
|
2023
Q1 | $9.3M | Buy |
38,940
+327
| +0.8% | +$79.8K | 0.16% | 82 |
|
|
2022
Q4 | $9.36M | Sell |
38,613
-256
| -0.7% | -$60.9K | 0.18% | 78 |
|
|
2022
Q3 | $7.91M | Sell |
38,869
-39
| -0.1% | -$8.3K | 0.18% | 83 |
|
|
2022
Q2 | $7.53M | Sell |
38,908
-330
| -0.8% | -$66K | 0.17% | 92 |
|
|
2022
Q1 | $8.05M | Buy |
39,238
+3,222
| +9% | +$697K | 0.15% | 97 |
|
|
2021
Q4 | $8.18M | Sell |
36,016
-1,129
| -3% | -$257K | 0.19% | 79 |
|
|
2021
Q3 | $8.34M | Buy |
37,145
+1,162
| +3% | +$272K | 0.17% | 91 |
|
|
2021
Q2 | $8.77M | Sell |
35,983
-361
| -1% | -$92.3K | 0.17% | 89 |
|
|
2021
Q1 | $9.42M | Buy |
36,344
+328
| +0.9% | +$81.9K | 0.22% | 75 |
|
|
2020
Q4 | $8.18M | Sell |
36,016
-743
| -2% | -$167K | 0.2% | 78 |
|
|
2020
Q3 | $7.76M | Sell |
36,759
-10,565
| -22% | -$2.1M | 0.22% | 75 |
|
|
2020
Q2 | $8.2M | Sell |
47,324
-4,000
| -8% | -$639K | 0.25% | 64 |
|
|
2020
Q1 | $6.95M | Sell |
51,324
-1,519
| -3% | -$237K | 0.25% | 65 |
|
|
2019
Q4 | $9.46M | Sell |
52,843
-28
| -0.1% | -$4.93K | 0.28% | 62 |
|
|
2019
Q3 | $8.6M | Sell |
52,871
-176
| -0.3% | -$28.2K | 0.27% | 64 |
|
|
2019
Q2 | $9.09M | Sell |
53,047
-1,070
| -2% | -$175K | 0.29% | 57 |
|
|
2019
Q1 | $8.54M | Buy |
54,117
+1,832
| +4% | +$275K | 0.27% | 60 |
|
|
2018
Q4 | $6.99M | Buy |
+52,285
| New | +$7.38M | 0.28% | 62 |
|
Other funds holding CMI
Kovitz Investment Group Partners's CMI Position: Q2 2026 in Review
Kovitz Investment Group Partners reduced its Cummins (CMI) stake by 8.8% in Q2 2026, selling an estimated $49.4K and leaving 782 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #381.
Kovitz Investment Group Partners first reported a position in CMI in Q4 2018 and has held it in 31 quarters since. The position peaked at $37.4M in Q3 2025. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- Kovitz Investment Group Partners held 782 shares of Cummins worth $558K as of Q2 2026.
- Kovitz Investment Group Partners sold 75 Cummins shares in Q2 2026, an estimated $49.4K.
- Cummins made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #381 holding.
- Kovitz Investment Group Partners first reported a position in Cummins in Q4 2018 and has held it in 31 quarters since.
- Kovitz Investment Group Partners's Cummins position peaked at $37.4M in Q3 2025.
- 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.