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Mount Yale Investment Advisors’s Cummins CMI Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$4.75M Buy
8,820
+7,625
+638% +$4.32M 0.11% 193
2025
Q4 		$610K Buy
1,195
+122
+11% +$57K 0.03% 414
2025
Q3 		$453K Buy
1,073
+789
+278% +$302K 0.03% 436
2025
Q2 		$93K Buy
+284
New +$87.9K 0.01% 675
2024
Q2 		– Sell
-5,102
Closed -$1.5M – 551
2024
Q1 		$1.5M Sell
5,102
-34
-0.7% -$8.76K 0.12% 166
2023
Q4 		$1.23M Sell
5,136
-48
-0.9% -$10.9K 0.12% 179
2023
Q3 		$1.18M Buy
5,184
+263
+5% +$63.5K 0.13% 165
2023
Q2 		$1.21M Sell
4,921
-59
-1% -$13.4K 0.13% 168
2023
Q1 		$1.19M Sell
4,980
-305
-6% -$74.5K 0.13% 157
2022
Q4 		$1.28M Sell
5,285
-151
-3% -$35.9K 0.15% 147
2022
Q3 		$1.11M Buy
5,436
+164
+3% +$34.9K 0.15% 152
2022
Q2 		$1.02M Sell
5,272
-4,083
-44% -$816K 0.13% 174
2022
Q1 		$1.92M Buy
9,355
+3,342
+56% +$723K 0.21% 114
2021
Q4 		$1.31M Sell
6,013
-2,923
-33% -$666K 0.14% 164
2021
Q3 		$2.01M Buy
8,936
+878
+11% +$206K 0.23% 105
2021
Q2 		$1.97M Buy
+8,058
New +$2.06M 0.24% 90
2021
Q1 		– Sell
-1,211
Closed -$275K – 418
2020
Q4 		$275K Sell
1,211
-243
-17% -$54.6K 0.04% 314
2020
Q3 		$307K Sell
1,454
-191
-12% -$38.1K 0.04% 277
2020
Q2 		$285K Sell
1,645
-115
-7% -$18.4K 0.05% 269
2020
Q1 		$238K Sell
1,760
-365
-17% -$56.9K 0.05% 256
2019
Q4 		$340K Sell
2,125
-47
-2% -$8.27K 0.06% 265
2019
Q3 		$400K Sell
2,172
-47,228
-96% -$7.56M 0.07% 229
2019
Q2 		$7.52M Sell
49,400
-4,693
-9% -$768K 1.39% 14
2019
Q1 		$8.54M Sell
54,093
-828
-2% -$124K 1.6% 9
2018
Q4 		$8.14M Sell
54,921
-2,965
-5% -$419K 1.65% 8
2018
Q3 		$8.49M Buy
57,886
+52,272
+931% +$7.36M 1.48% 7
2018
Q2 		$747K Buy
5,614
+1,035
+23% +$155K 0.14% 131
2018
Q1 		$742K Buy
+4,579
New +$787K 0.16% 124

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's CMI Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Cummins (CMI) stake by 638% in Q1 2026, buying an estimated $4.32M and bringing the position to 8,820 shares worth $4.75M. The position accounts for 0.11% of the portfolio, ranked #193.

Mount Yale Investment Advisors first reported a position in CMI in Q1 2018 and has held it in 28 quarters since. The position peaked at $8.54M in Q1 2019. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Mount Yale Investment Advisors held 8,820 shares of Cummins worth $4.75M as of Q1 2026.
  • Mount Yale Investment Advisors bought 7,625 Cummins shares in Q1 2026, an estimated $4.32M.
  • Cummins made up 0.11% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #193 holding.
  • Mount Yale Investment Advisors first reported a position in Cummins in Q1 2018 and has held it in 28 quarters since.
  • Mount Yale Investment Advisors's Cummins position peaked at $8.54M in Q1 2019.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.