Mackenzie 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
Q1 | $70.6M | Buy |
131,225
+71,159
| +118% | +$40.3M | 0.08% | 200 |
|
|
2025
Q4 | $30.8M | Buy |
60,066
+22,770
| +61% | +$10.6M | 0.04% | 322 |
|
|
2025
Q3 | $15.8M | Buy |
37,296
+8,437
| +29% | +$3.23M | 0.02% | 419 |
|
|
2025
Q2 | $9.45M | Buy |
28,859
+4,218
| +17% | +$1.31M | 0.01% | 492 |
|
|
2025
Q1 | $7.72M | Sell |
24,641
-1,016
| -4% | -$358K | 0.01% | 500 |
|
|
2024
Q4 | $8.94M | Sell |
25,657
-933
| -4% | -$328K | 0.01% | 486 |
|
|
2024
Q3 | $8.61M | Sell |
26,590
-2,334
| -8% | -$691K | 0.01% | 468 |
|
|
2024
Q2 | $8.01M | Sell |
28,924
-9,756
| -25% | -$2.79M | 0.01% | 468 |
|
|
2024
Q1 | $11.4M | Buy |
38,680
+6,123
| +19% | +$1.58M | 0.02% | 415 |
|
|
2023
Q4 | $7.8M | Sell |
32,557
-248
| -0.8% | -$56.4K | 0.01% | 471 |
|
|
2023
Q3 | $7.35M | Sell |
32,805
-204
| -0.6% | -$49.3K | 0.01% | 477 |
|
|
2023
Q2 | $8.2M | Sell |
33,009
-374
| -1% | -$84.7K | 0.01% | 481 |
|
|
2023
Q1 | $7.97M | Sell |
33,383
-7,972
| -19% | -$1.95M | 0.01% | 472 |
|
|
2022
Q4 | $10M | Sell |
41,355
-11,877
| -22% | -$2.83M | 0.02% | 414 |
|
|
2022
Q3 | $10.8M | Sell |
53,232
-25,687
| -33% | -$5.47M | 0.02% | 396 |
|
|
2022
Q2 | $15.3M | Sell |
78,919
-1,262
| -2% | -$252K | 0.02% | 373 |
|
|
2022
Q1 | $16.4M | Buy |
80,181
+3,275
| +4% | +$708K | 0.02% | 393 |
|
|
2021
Q4 | $16.8M | Sell |
76,906
-2,836
| -4% | -$646K | 0.02% | 395 |
|
|
2021
Q3 | $17.9M | Sell |
79,742
-8,470
| -10% | -$1.99M | 0.03% | 367 |
|
|
2021
Q2 | $21.5M | Sell |
88,212
-11,193
| -11% | -$2.86M | 0.03% | 331 |
|
|
2021
Q1 | $25.8M | Sell |
99,405
-22,807
| -19% | -$5.7M | 0.04% | 281 |
|
|
2020
Q4 | $27.8M | Sell |
122,212
-678
| -0.6% | -$152K | 0.06% | 227 |
|
|
2020
Q3 | $25.9M | Sell |
122,890
-9,502
| -7% | -$1.89M | 0.06% | 212 |
|
|
2020
Q2 | $22.9M | Buy |
132,392
+70,805
| +115% | +$11.3M | 0.06% | 218 |
|
|
2020
Q1 | $8.33M | Sell |
61,587
-135,314
| -69% | -$21.1M | 0.03% | 294 |
|
|
2019
Q4 | $35.2M | Buy |
196,901
+8,729
| +5% | +$1.54M | 0.09% | 199 |
|
|
2019
Q3 | $30.6M | Buy |
188,172
+167,097
| +793% | +$26.7M | 0.08% | 206 |
|
|
2019
Q2 | $3.61M | Sell |
21,075
-41,479
| -66% | -$6.79M | 0.01% | 510 |
|
|
2019
Q1 | $9.88M | Buy |
62,554
+13,016
| +26% | +$1.95M | 0.02% | 372 |
|
|
2018
Q4 | $6.62M | Buy |
49,538
+27,529
| +125% | +$3.89M | 0.02% | 450 |
|
|
2018
Q3 | $3.21M | Buy |
22,009
+353
| +2% | +$49.7K | 0.01% | 568 |
|
|
2018
Q2 | $2.88M | Buy |
21,656
+272
| +1% | +$40.7K | 0.01% | 544 |
|
|
2018
Q1 | $3.47M | Buy |
21,384
+15,606
| +270% | +$2.68M | 0.01% | 492 |
|
|
2017
Q4 | $1.02M | Buy |
5,778
+4,108
| +246% | +$702K | ﹤0.01% | 604 |
|
|
2017
Q3 | $281K | Buy |
1,670
+135
| +9% | +$21.8K | ﹤0.01% | 567 |
|
|
2017
Q2 | $249K | Buy |
+1,535
| New | +$238K | ﹤0.01% | 571 |
|
|
2016
Q3 | – | Sell |
-11,497
| Closed | -$1.29M | – | 693 |
|
|
2016
Q2 | $1.29M | Buy |
11,497
+914
| +9% | +$104K | 0.01% | 543 |
|
|
2016
Q1 | $1.16M | Buy |
10,583
+2,307
| +28% | +$223K | 0.01% | 473 |
|
|
2015
Q4 | $728K | Buy |
8,276
+900
| +12% | +$89.9K | ﹤0.01% | 591 |
|
|
2015
Q3 | $801K | Sell |
7,376
-37,848
| -84% | -$4.67M | ﹤0.01% | 575 |
|
|
2015
Q2 | $5.93M | Sell |
45,224
-44,300
| -49% | -$6.09M | 0.03% | 297 |
|
|
2015
Q1 | $12.4M | Buy |
89,524
+1,050
| +1% | +$148K | 0.07% | 231 |
|
|
2014
Q4 | $12.8M | Sell |
88,474
-63,096
| -42% | -$8.92M | 0.07% | 224 |
|
|
2014
Q3 | $20M | Sell |
151,570
-43,980
| -22% | -$6.34M | 0.1% | 180 |
|
|
2014
Q2 | $30.2M | Buy |
195,550
+9,210
| +5% | +$1.39M | 0.14% | 141 |
|
|
2014
Q1 | $27.8M | Sell |
186,340
-2,780
| -1% | -$386K | 0.14% | 151 |
|
|
2013
Q4 | $26.7M | Sell |
189,120
-178,800
| -49% | -$23.7M | 0.13% | 158 |
|
|
2013
Q3 | $48.9M | Buy |
367,920
+46,360
| +14% | +$5.72M | 0.25% | 92 |
|
|
2013
Q2 | $34.9M | Buy |
+321,560
| New | +$36.5M | 0.17% | 148 |
|
Other funds holding CMI
VCM
VPM
Mackenzie Financial's CMI Position: Q1 2026 in Review
Mackenzie Financial increased its Cummins (CMI) stake by 118% in Q1 2026, buying an estimated $40.3M and bringing the position to 131,225 shares worth $70.6M. The position accounts for 0.08% of the portfolio, ranked #200.
Mackenzie Financial first reported a position in CMI in Q2 2013 and has held it in 49 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.
- Mackenzie Financial held 131,225 shares of Cummins worth $70.6M as of Q1 2026.
- Mackenzie Financial bought 71,159 Cummins shares in Q1 2026, an estimated $40.3M.
- Cummins made up 0.08% of Mackenzie Financial's portfolio in Q1 2026, its #200 holding.
- Mackenzie Financial first reported a position in Cummins in Q2 2013 and has held it in 49 quarters since.
- 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.