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McGuire Investment Group’s Cummins CMI Stock Holding History

McGuire Investment Group’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
Q2 		$13.8M Sell
19,340
-40
-0.2% -$26.4K 1.21% 26
2026
Q1 		$10.4M Buy
19,380
+192
+1% +$109K 1.18% 31
2025
Q4 		$9.79M Buy
19,188
+197
+1% +$92.1K 1.05% 35
2025
Q3 		$8.02M Sell
18,991
-118
-0.6% -$45.2K 0.91% 41
2025
Q2 		$6.26M Buy
19,109
+945
+5% +$293K 0.8% 41
2025
Q1 		$5.69M Sell
18,164
-17
-0.1% -$5.99K 0.85% 40
2024
Q4 		$6.34M Buy
18,181
+95
+0.5% +$33.4K 0.92% 37
2024
Q3 		$5.86M Sell
18,086
-39
-0.2% -$11.6K 0.82% 37
2024
Q2 		$5.02M Buy
18,125
+287
+2% +$82K 0.72% 40
2024
Q1 		$5.26M Sell
17,838
-271
-1% -$69.8K 0.77% 38
2023
Q4 		$4.34M Buy
18,109
+1,343
+8% +$305K 0.72% 40
2023
Q3 		$3.83M Buy
16,766
+5,137
+44% +$1.24M 0.74% 40
2023
Q2 		$2.85M Buy
11,629
+3,704
+47% +$839K 0.53% 48
2023
Q1 		$1.89M Buy
+7,925
New +$1.93M 0.38% 52

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

McGuire Investment Group's CMI Position: Q2 2026 in Review

McGuire Investment Group reduced its Cummins (CMI) stake by 0.21% in Q2 2026, selling an estimated $26.4K and leaving 19,340 shares worth $13.8M. The position accounts for 1.21% of the portfolio, ranked #26.

McGuire Investment Group first reported a position in CMI in Q1 2023 and has held it in 14 quarters since. 1,227 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • McGuire Investment Group held 19,340 shares of Cummins worth $13.8M as of Q2 2026.
  • McGuire Investment Group sold 40 Cummins shares in Q2 2026, an estimated $26.4K.
  • Cummins made up 1.21% of McGuire Investment Group's portfolio in Q2 2026, its #26 holding.
  • McGuire Investment Group first reported a position in Cummins in Q1 2023 and has held it in 14 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.