Motley Fool Asset 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
Q1 | $6.15M | Sell |
11,425
-1,432
| -11% | -$810K | 0.26% | 86 |
|
|
2025
Q4 | $6.56M | Buy |
12,857
+3,349
| +35% | +$1.57M | 0.26% | 92 |
|
|
2025
Q3 | $4.02M | Buy |
9,508
+2,490
| +35% | +$955K | 0.17% | 116 |
|
|
2025
Q2 | $2.3M | Buy |
7,018
+623
| +10% | +$193K | 0.11% | 145 |
|
|
2025
Q1 | $2M | Buy |
6,395
+201
| +3% | +$70.8K | 0.11% | 133 |
|
|
2024
Q4 | $2.16M | Buy |
6,194
+679
| +12% | +$239K | 0.11% | 131 |
|
|
2024
Q3 | $1.8M | Buy |
5,515
+201
| +4% | +$59.5K | 0.11% | 133 |
|
|
2024
Q2 | $1.45M | Buy |
5,314
+1,287
| +32% | +$368K | 0.1% | 147 |
|
|
2024
Q1 | $1.19M | Buy |
4,027
+124
| +3% | +$32K | 0.08% | 159 |
|
|
2023
Q4 | $935K | Sell |
3,903
-12
| -0.3% | -$2.73K | 0.07% | 157 |
|
|
2023
Q3 | $894K | Buy |
3,915
+349
| +10% | +$84.3K | 0.07% | 154 |
|
|
2023
Q2 | $874K | Buy |
+3,566
| New | +$807K | 0.08% | 142 |
|
|
2023
Q1 | – | Sell |
-2,927
| Closed | -$709K | – | 131 |
|
|
2022
Q4 | $709K | Sell |
2,927
-179
| -6% | -$42.6K | 0.08% | 148 |
|
|
2022
Q3 | $632K | Sell |
3,106
-70
| -2% | -$14.9K | 0.06% | 156 |
|
|
2022
Q2 | $616K | Buy |
3,176
+72
| +2% | +$14.4K | 0.06% | 160 |
|
|
2022
Q1 | $637K | Buy |
3,104
+3,022
| +3,685% | +$654K | 0.05% | 163 |
|
|
2021
Q4 | $18K | Buy |
+82
| New | +$18.7K | ﹤0.01% | 166 |
|
|
2021
Q3 | – | Sell |
-3,554
| Closed | -$867K | – | 163 |
|
|
2021
Q2 | $867K | Buy |
3,554
+48
| +1% | +$12.3K | 0.06% | 155 |
|
|
2021
Q1 | $908K | Buy |
3,506
+101
| +3% | +$25.2K | 0.07% | 139 |
|
|
2020
Q4 | $773K | Buy |
3,405
+356
| +12% | +$79.9K | 0.06% | 149 |
|
|
2020
Q3 | $631K | Buy |
3,049
+99
| +3% | +$19.7K | 0.06% | 143 |
|
|
2020
Q2 | $511K | Buy |
2,950
+120
| +4% | +$19.2K | 0.05% | 139 |
|
|
2020
Q1 | $383K | Buy |
2,830
+40
| +1% | +$6.24K | 0.05% | 137 |
|
|
2019
Q4 | $499K | Buy |
2,790
+234
| +9% | +$41.2K | 0.05% | 134 |
|
|
2019
Q3 | $416K | Sell |
2,556
-21
| -0.8% | -$3.36K | 0.05% | 145 |
|
|
2019
Q2 | $442K | Buy |
2,577
+42
| +2% | +$6.88K | 0.05% | 145 |
|
|
2019
Q1 | $400K | Buy |
2,535
+429
| +20% | +$64.4K | 0.05% | 144 |
|
|
2018
Q4 | $281K | Sell |
2,106
-78
| -4% | -$11K | 0.04% | 147 |
|
|
2018
Q3 | $319K | Buy |
2,184
+397
| +22% | +$55.9K | 0.04% | 128 |
|
|
2018
Q2 | $238K | Buy |
1,787
+314
| +21% | +$47K | 0.03% | 135 |
|
|
2018
Q1 | $239K | Buy |
+1,473
| New | +$253K | 0.03% | 134 |
|
Other funds holding CMI
VCM
VPM
Motley Fool Asset Management's CMI Position: Q1 2026 in Review
Motley Fool Asset Management reduced its Cummins (CMI) stake by 11% in Q1 2026, selling an estimated $810K and leaving 11,425 shares worth $6.15M. The position accounts for 0.26% of the portfolio, ranked #86.
Motley Fool Asset Management first reported a position in CMI in Q1 2018 and has held it in 31 quarters since. The position peaked at $6.56M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.
- Motley Fool Asset Management held 11,425 shares of Cummins worth $6.15M as of Q1 2026.
- Motley Fool Asset Management sold 1,432 Cummins shares in Q1 2026, an estimated $810K.
- Cummins made up 0.26% of Motley Fool Asset Management's portfolio in Q1 2026, its #86 holding.
- Motley Fool Asset Management first reported a position in Cummins in Q1 2018 and has held it in 31 quarters since.
- Motley Fool Asset Management's Cummins position peaked at $6.56M in Q4 2025.
- 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.
Based on Motley Fool Asset Management's 13F filing for Q1 2026, filed 12 May 2026.