LPL Financial’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 | $273M | Buy |
382,263
+31,125
| +9% | +$20.5M | 0.06% | 313 |
|
|
2026
Q1 | $189M | Sell |
351,138
-26,701
| -7% | -$15.1M | 0.05% | 359 |
|
|
2025
Q4 | $193M | Sell |
377,839
-39,749
| -10% | -$18.6M | 0.05% | 337 |
|
|
2025
Q3 | $176M | Buy |
417,588
+58,722
| +16% | +$22.5M | 0.05% | 343 |
|
|
2025
Q2 | $118M | Buy |
358,866
+7,086
| +2% | +$2.19M | 0.04% | 422 |
|
|
2025
Q1 | $110M | Buy |
351,780
+17,118
| +5% | +$6.03M | 0.04% | 389 |
|
|
2024
Q4 | $117M | Buy |
334,662
+17,662
| +6% | +$6.2M | 0.05% | 350 |
|
|
2024
Q3 | $103M | Buy |
317,000
+18,294
| +6% | +$5.42M | 0.05% | 359 |
|
|
2024
Q2 | $82.7M | Buy |
298,706
+9,241
| +3% | +$2.64M | 0.04% | 400 |
|
|
2024
Q1 | $85.3M | Buy |
289,465
+16,849
| +6% | +$4.34M | 0.05% | 368 |
|
|
2023
Q4 | $65.3M | Buy |
272,616
+23,703
| +10% | +$5.39M | 0.04% | 417 |
|
|
2023
Q3 | $56.9M | Buy |
248,913
+17,833
| +8% | +$4.31M | 0.04% | 416 |
|
|
2023
Q2 | $56.7M | Buy |
231,080
+4,602
| +2% | +$1.04M | 0.04% | 399 |
|
|
2023
Q1 | $54.1M | Buy |
226,478
+19,515
| +9% | +$4.76M | 0.04% | 389 |
|
|
2022
Q4 | $50.1M | Buy |
206,963
+16,271
| +9% | +$3.87M | 0.04% | 395 |
|
|
2022
Q3 | $38.8M | Buy |
190,692
+22,361
| +13% | +$4.76M | 0.04% | 415 |
|
|
2022
Q2 | $32.6M | Buy |
168,331
+904
| +0.5% | +$181K | 0.03% | 462 |
|
|
2022
Q1 | $34.3M | Buy |
167,427
+33,513
| +25% | +$7.25M | 0.03% | 471 |
|
|
2021
Q4 | $29.2M | Buy |
133,914
+6,368
| +5% | +$1.45M | 0.02% | 527 |
|
|
2021
Q3 | $28.6M | Buy |
127,546
+9,166
| +8% | +$2.15M | 0.03% | 492 |
|
|
2021
Q2 | $28.9M | Buy |
118,380
+25,337
| +27% | +$6.48M | 0.03% | 464 |
|
|
2021
Q1 | $24.1M | Sell |
93,043
-1,703
| -2% | -$425K | 0.03% | 474 |
|
|
2020
Q4 | $21.5M | Buy |
94,746
+7,897
| +9% | +$1.77M | 0.03% | 451 |
|
|
2020
Q3 | $18.3M | Sell |
86,849
-3,763
| -4% | -$750K | 0.03% | 426 |
|
|
2020
Q2 | $15.7M | Buy |
90,612
+7,757
| +9% | +$1.24M | 0.03% | 439 |
|
|
2020
Q1 | $11.2M | Buy |
82,855
+6,323
| +8% | +$986K | 0.02% | 472 |
|
|
2019
Q4 | $13.7M | Sell |
76,532
-4,034
| -5% | -$710K | 0.02% | 475 |
|
|
2019
Q3 | $13.1M | Sell |
80,566
-4,699
| -6% | -$752K | 0.03% | 446 |
|
|
2019
Q2 | $14.6M | Buy |
85,265
+4,811
| +6% | +$788K | 0.03% | 403 |
|
|
2019
Q1 | $12.7M | Buy |
80,454
+9,117
| +13% | +$1.37M | 0.03% | 428 |
|
|
2018
Q4 | $9.53M | Buy |
71,337
+7,695
| +12% | +$1.09M | 0.03% | 459 |
|
|
2018
Q3 | $9.3M | Buy |
63,642
+7,917
| +14% | +$1.11M | 0.02% | 515 |
|
|
2018
Q2 | $7.41M | Sell |
55,725
-19,745
| -26% | -$2.96M | 0.02% | 558 |
|
|
2018
Q1 | $12.2M | Buy |
75,470
+10,676
| +16% | +$1.83M | 0.03% | 397 |
|
|
2017
Q4 | $11.4M | Buy |
64,794
+12,540
| +24% | +$2.14M | 0.03% | 384 |
|
|
2017
Q3 | $8.78M | Buy |
52,254
+6,276
| +14% | +$1.02M | 0.03% | 414 |
|
|
2017
Q2 | $7.46M | Buy |
45,978
+42,860
| +1,375% | +$6.65M | 0.03% | 439 |
|
|
2017
Q1 | $467K | Sell |
3,118
-152
| -5% | -$22.5K | ﹤0.01% | 1866 |
|
|
2016
Q4 | $457K | Sell |
3,270
-48
| -1% | -$6.42K | ﹤0.01% | 1819 |
|
|
2016
Q3 | $422K | Sell |
3,318
-318
| -9% | -$38.6K | ﹤0.01% | 1857 |
|
|
2016
Q2 | $402K | Sell |
3,636
-100,353
| -97% | -$11.4M | ﹤0.01% | 1856 |
|
|
2016
Q1 | $11.2M | Buy |
103,989
+2,963
| +3% | +$286K | 0.03% | 403 |
|
|
2015
Q4 | $9M | Buy |
101,026
+52,010
| +106% | +$5.2M | 0.03% | 484 |
|
|
2015
Q3 | $5.48M | Buy |
49,016
+2,054
| +4% | +$254K | 0.03% | 433 |
|
|
2015
Q2 | $6.14M | Buy |
46,962
+821
| +2% | +$113K | 0.03% | 440 |
|
|
2015
Q1 | $6.32M | Buy |
46,141
+1,004
| +2% | +$142K | 0.03% | 432 |
|
|
2014
Q4 | $6.51M | Buy |
45,137
+879
| +2% | +$124K | 0.04% | 395 |
|
|
2014
Q3 | $5.8M | Buy |
44,258
+2,671
| +6% | +$385K | 0.03% | 409 |
|
|
2014
Q2 | $6.42M | Sell |
41,587
-69
| -0.2% | -$10.4K | 0.04% | 382 |
|
|
2014
Q1 | $6.21M | Sell |
41,656
-10,191
| -20% | -$1.42M | 0.04% | 382 |
|
|
2013
Q4 | $7.31M | Buy |
51,847
+5,187
| +11% | +$689K | 0.05% | 338 |
|
|
2013
Q3 | $6.26M | Buy |
46,660
+7,584
| +19% | +$936K | 0.04% | 350 |
|
|
2013
Q2 | $4.24M | Buy |
+39,076
| New | +$4.43M | 0.03% | 429 |
|
Other funds holding CMI
LPL Financial's CMI Position: Q2 2026 in Review
LPL Financial increased its Cummins (CMI) stake by 8.9% in Q2 2026, buying an estimated $20.5M and bringing the position to 382,263 shares worth $273M. The position accounts for 0.06% of the portfolio, ranked #313.
LPL Financial first reported a position in CMI in Q2 2013 and has held it in 53 quarters since. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- LPL Financial held 382,263 shares of Cummins worth $273M as of Q2 2026.
- LPL Financial bought 31,125 Cummins shares in Q2 2026, an estimated $20.5M.
- Cummins made up 0.06% of LPL Financial's portfolio in Q2 2026, its #313 holding.
- LPL Financial first reported a position in Cummins in Q2 2013 and has held it in 53 quarters since.
- 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.