Mount Yale Investment Advisors’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 | $10.7M | Buy |
14,962
+6,142
| +70% | +$4.05M | 0.2% | 114 |
|
|
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
Mount Yale Investment Advisors's CMI Position: Q2 2026 in Review
Mount Yale Investment Advisors increased its Cummins (CMI) stake by 70% in Q2 2026, buying an estimated $4.05M and bringing the position to 14,962 shares worth $10.7M. The position accounts for 0.2% of the portfolio, ranked #114.
Mount Yale Investment Advisors first reported a position in CMI in Q1 2018 and has held it in 29 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- Mount Yale Investment Advisors held 14,962 shares of Cummins worth $10.7M as of Q2 2026.
- Mount Yale Investment Advisors bought 6,142 Cummins shares in Q2 2026, an estimated $4.05M.
- Cummins made up 0.2% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #114 holding.
- Mount Yale Investment Advisors first reported a position in Cummins in Q1 2018 and has held it in 29 quarters since.
- 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.