Laurel Wealth Advisors (North Carolina)’s Cummins CMI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-81	Closed	-$41.3K	–	286
2025 Q4	$41.3K	Buy	+81	New	+$37.9K	0.01%	345
2025 Q2	–	Sell	-81	Closed	-$25.4K	–	289
2025 Q1	$25.4K	Buy	81 +1	+1%	+$352	﹤0.01%	387
2024 Q4	$27.9K	Hold	80	–	–	﹤0.01%	373
2024 Q3	$25.9K	Sell	80 -250	-76%	-$74.1K	﹤0.01%	381
2024 Q2	$91.4K	Hold	330	–	–	0.02%	233
2024 Q1	$97.2K	Hold	330	–	–	0.02%	241
2023 Q4	$79.1K	Hold	330	–	–	0.02%	248
2023 Q3	$75.4K	Hold	330	–	–	0.02%	245
2023 Q2	$80.9K	Sell	330 -476	-59%	-$108K	0.02%	247
2023 Q1	$193K	Buy	806 +476	+144%	+$116K	0.04%	174
2022 Q4	$80K	Hold	330	–	–	0.02%	223
2022 Q3	$67K	Hold	330	–	–	0.02%	236
2022 Q2	$64K	Hold	330	–	–	0.02%	239
2022 Q1	$68K	Hold	330	–	–	0.01%	253
2021 Q4	$72K	Hold	330	–	–	0.01%	240
2021 Q3	$74K	Hold	330	–	–	0.02%	241
2021 Q2	$80K	Hold	330	–	–	0.02%	235
2021 Q1	$86K	Hold	330	–	–	0.02%	220
2020 Q4	$75K	Hold	330	–	–	0.02%	223
2020 Q3	$70K	Hold	330	–	–	0.02%	208
2020 Q2	$57K	Hold	330	–	–	0.02%	224
2020 Q1	$45K	Hold	330	–	–	0.02%	230
2019 Q4	$59K	Hold	330	–	–	0.02%	229
2019 Q3	$54K	Hold	330	–	–	0.02%	229
2019 Q2	$57K	Buy	330 +250	+313%	+$40.9K	0.02%	223
2019 Q1	$13K	Hold	80	–	–	﹤0.01%	338
2018 Q4	$11K	Buy	+80	New	+$11.3K	﹤0.01%	339

Other funds holding CMI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina)'s CMI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Cummins (CMI) in Q1 2026, closing a stake of 81 shares — an estimated $41.3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CMI in Q4 2018 and held it in 27 quarters. The position peaked at $193K in Q1 2023. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 81 Cummins shares in Q1 2026, an estimated $41.3K.
Laurel Wealth Advisors (North Carolina) first reported a position in Cummins in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Cummins position peaked at $193K in Q1 2023.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.