Loudon Investment Management’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 | $4.1M | Sell |
5,746
-1,430
| -20% | -$942K | 2.01% | 18 |
|
|
2026
Q1 | $3.86M | Hold |
7,176
| – | – | 2.08% | 19 |
|
|
2025
Q4 | $3.66M | Sell |
7,176
-350
| -5% | -$164K | 1.91% | 18 |
|
|
2025
Q3 | $3.18M | Hold |
7,526
| – | – | 1.66% | 21 |
|
|
2025
Q2 | $2.46M | Hold |
7,526
| – | – | 1.36% | 26 |
|
|
2025
Q1 | $2.36M | Buy |
7,526
+180
| +2% | +$63.4K | 1.35% | 26 |
|
|
2024
Q4 | $2.56M | Hold |
7,346
| – | – | 1.46% | 26 |
|
|
2024
Q3 | $2.38M | Sell |
7,346
-26
| -0.4% | -$7.7K | 1.3% | 27 |
|
|
2024
Q2 | $2.04M | Hold |
7,372
| – | – | 1.2% | 29 |
|
|
2024
Q1 | $2.17M | Hold |
7,372
| – | – | 1.25% | 31 |
|
|
2023
Q4 | $1.77M | Hold |
7,372
| – | – | 1.09% | 32 |
|
|
2023
Q3 | $1.68M | Hold |
7,372
| – | – | 1.16% | 30 |
|
|
2023
Q2 | $1.81M | Hold |
7,372
| – | – | 1.19% | 30 |
|
|
2023
Q1 | $1.76M | Sell |
7,372
-1,866
| -20% | -$456K | 1.22% | 29 |
|
|
2022
Q4 | $2.24M | Sell |
9,238
-135
| -1% | -$32.1K | 1.62% | 25 |
|
|
2022
Q3 | $1.91M | Hold |
9,373
| – | – | 1.52% | 23 |
|
|
2022
Q2 | $1.81M | Buy |
9,373
+551
| +6% | +$110K | 1.36% | 27 |
|
|
2022
Q1 | $1.81M | Buy |
8,822
+779
| +10% | +$168K | 1.19% | 27 |
|
|
2021
Q4 | $1.75M | Hold |
8,043
| – | – | 1.12% | 32 |
|
|
2021
Q3 | $1.81M | Sell |
8,043
-205
| -2% | -$48K | 1.28% | 31 |
|
|
2021
Q2 | $2.01M | Sell |
8,248
-97
| -1% | -$24.8K | 1.37% | 27 |
|
|
2021
Q1 | $2.16M | Sell |
8,345
-375
| -4% | -$93.7K | 1.55% | 25 |
|
|
2020
Q4 | $1.98M | Sell |
8,720
-35
| -0.4% | -$7.86K | 1.55% | 27 |
|
|
2020
Q3 | $1.85M | Hold |
8,755
| – | – | 1.56% | 26 |
|
|
2020
Q2 | $1.52M | Hold |
8,755
| – | – | 1.31% | 27 |
|
|
2020
Q1 | $1.19M | Sell |
8,755
-149
| -2% | -$23.2K | 1.24% | 29 |
|
|
2019
Q4 | $1.59M | Hold |
8,904
| – | – | 1.24% | 29 |
|
|
2019
Q3 | $1.45M | Hold |
8,904
| – | – | 1.22% | 33 |
|
|
2019
Q2 | $1.53M | Hold |
8,904
| – | – | 1.29% | 27 |
|
|
2019
Q1 | $1.41M | Hold |
8,904
| – | – | 1.23% | 28 |
|
|
2018
Q4 | $1.19M | Hold |
8,904
| – | – | 1.13% | 30 |
|
|
2018
Q3 | $1.3M | Hold |
8,904
| – | – | 1.05% | 37 |
|
|
2018
Q2 | $1.18M | Hold |
8,904
| – | – | 0.95% | 41 |
|
|
2018
Q1 | $1.44M | Sell |
8,904
-110
| -1% | -$18.9K | 1.15% | 34 |
|
|
2017
Q4 | $1.59M | Hold |
9,014
| – | – | 1.2% | 35 |
|
|
2017
Q3 | $1.51M | Sell |
9,014
-800
| -8% | -$129K | 1.19% | 33 |
|
|
2017
Q2 | $1.59M | Sell |
9,814
-2,665
| -21% | -$414K | 1.21% | 32 |
|
|
2017
Q1 | $1.89M | Sell |
12,479
-3,810
| -23% | -$564K | 1.44% | 28 |
|
|
2016
Q4 | $2.23M | Sell |
16,289
-27
| -0.2% | -$3.61K | 1.74% | 26 |
|
|
2016
Q3 | $2.09M | Sell |
16,316
-15
| -0.1% | -$1.82K | 1.63% | 26 |
|
|
2016
Q2 | $1.84M | Buy |
16,331
+2,740
| +20% | +$310K | 1.46% | 26 |
|
|
2016
Q1 | $1.49M | Buy |
13,591
+916
| +7% | +$88.6K | 1.2% | 27 |
|
|
2015
Q4 | $1.12M | Buy |
+12,675
| New | +$1.27M | 0.9% | 34 |
|
Other funds holding CMI
Loudon Investment Management's CMI Position: Q2 2026 in Review
Loudon Investment Management reduced its Cummins (CMI) stake by 20% in Q2 2026, selling an estimated $942K and leaving 5,746 shares worth $4.1M. The position accounts for 2.01% of the portfolio, ranked #18.
Loudon Investment Management first reported a position in CMI in Q4 2015 and has held it in 43 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- Loudon Investment Management held 5,746 shares of Cummins worth $4.1M as of Q2 2026.
- Loudon Investment Management sold 1,430 Cummins shares in Q2 2026, an estimated $942K.
- Cummins made up 2.01% of Loudon Investment Management's portfolio in Q2 2026, its #18 holding.
- Loudon Investment Management first reported a position in Cummins in Q4 2015 and has held it in 43 quarters since.
- 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.