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Krilogy Financial’s Cummins CMI Stock Holding History

Krilogy Financial’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
2026
Q1 		$1.4M Buy
2,305
+40
+2% +$22.6K 0.05% 280
2025
Q4 		$1.29M Buy
2,265
+62
+3% +$29K 0.04% 295
2025
Q3 		$967K Buy
+2,203
New +$845K 0.04% 336
2018
Q1 		– Sell
-1,000
Closed -$177K – 772
2017
Q4 		$177K Hold
1,000
– – 0.04% 160
2017
Q3 		$168K Buy
+1,000
New +$162K 0.04% 180
2016
Q4 		– Sell
-56
Closed -$7K – 721
2016
Q3 		$7K Buy
56
+1
+2% +$121 ﹤0.01% 560
2016
Q2 		$6K Hold
55
– – ﹤0.01% 587
2016
Q1 		$6K Buy
55
+1
+2% +$97 ﹤0.01% 517
2015
Q4 		$5K Hold
54
– – ﹤0.01% 313
2015
Q3 		$6K Buy
+54
New +$6.67K ﹤0.01% 440

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Krilogy Financial's CMI Position: Q1 2026 in Review

Krilogy Financial increased its Cummins (CMI) stake by 1.8% in Q1 2026, buying an estimated $22.6K and bringing the position to 2,305 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #280.

Krilogy Financial first reported a position in CMI in Q3 2015 and has held it in 10 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Krilogy Financial held 2,305 shares of Cummins worth $1.4M as of Q1 2026.
  • Krilogy Financial bought 40 Cummins shares in Q1 2026, an estimated $22.6K.
  • Cummins made up 0.05% of Krilogy Financial's portfolio in Q1 2026, its #280 holding.
  • Krilogy Financial first reported a position in Cummins in Q3 2015 and has held it in 10 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.