OneDigital 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
Q1 | $2.76M | Buy |
5,124
+1,039
| +25% | +$588K | 0.03% | 393 |
|
|
2025
Q4 | $2.09M | Buy |
4,085
+495
| +14% | +$231K | 0.02% | 448 |
|
|
2025
Q3 | $1.52M | Sell |
3,590
-28
| -0.8% | -$10.7K | 0.02% | 525 |
|
|
2025
Q2 | $1.18M | Sell |
3,618
-170
| -4% | -$52.6K | 0.01% | 581 |
|
|
2025
Q1 | $1.19M | Sell |
3,788
-457
| -11% | -$161K | 0.01% | 551 |
|
|
2024
Q4 | $1.48M | Sell |
4,245
-3,812
| -47% | -$1.34M | 0.02% | 508 |
|
|
2024
Q3 | $2.61M | Buy |
8,057
+511
| +7% | +$151K | 0.03% | 379 |
|
|
2024
Q2 | $2.09M | Buy |
7,546
+1,675
| +29% | +$479K | 0.03% | 410 |
|
|
2024
Q1 | $1.73M | Buy |
5,871
+1,216
| +26% | +$313K | 0.03% | 371 |
|
|
2023
Q4 | $1.12M | Buy |
4,655
+10
| +0.2% | +$2.27K | 0.02% | 437 |
|
|
2023
Q3 | $1.06M | Sell |
4,645
-998
| -18% | -$241K | 0.02% | 406 |
|
|
2023
Q2 | $1.38M | Buy |
5,643
+3,531
| +167% | +$800K | 0.03% | 348 |
|
|
2023
Q1 | $504K | Buy |
2,112
+430
| +26% | +$105K | 0.01% | 618 |
|
|
2022
Q4 | $407K | Sell |
1,682
-280
| -14% | -$66.6K | 0.01% | 576 |
|
|
2022
Q3 | $399K | Buy |
+1,962
| New | +$417K | 0.01% | 517 |
|
|
2021
Q3 | – | Sell |
-1,008
| Closed | -$246K | – | 772 |
|
|
2021
Q2 | $246K | Sell |
1,008
-1,213
| -55% | -$310K | 0.01% | 614 |
|
|
2021
Q1 | $575K | Buy |
2,221
+1,252
| +129% | +$313K | 0.03% | 355 |
|
|
2020
Q4 | $220K | Sell |
969
-360
| -27% | -$80.8K | 0.01% | 574 |
|
|
2020
Q3 | $281K | Sell |
1,329
-353
| -21% | -$70.3K | 0.02% | 457 |
|
|
2020
Q2 | $291K | Buy |
1,682
+34
| +2% | +$5.43K | 0.02% | 447 |
|
|
2020
Q1 | $223K | Buy |
1,648
+336
| +26% | +$52.4K | 0.02% | 452 |
|
|
2019
Q4 | $235K | Sell |
1,312
-19
| -1% | -$3.34K | 0.02% | 474 |
|
|
2019
Q3 | $217K | Buy |
1,331
+229
| +21% | +$36.6K | 0.02% | 472 |
|
|
2019
Q2 | $189K | Buy |
1,102
+300
| +37% | +$49.1K | 0.01% | 403 |
|
|
2019
Q1 | $127K | Hold |
802
| – | – | 0.02% | 338 |
|
|
2018
Q4 | $107K | Sell |
802
-889
| -53% | -$126K | 0.02% | 324 |
|
|
2018
Q3 | $247K | Buy |
1,691
+450
| +36% | +$63.4K | 0.06% | 151 |
|
|
2018
Q2 | $165K | Buy |
1,241
+3
| +0.2% | +$449 | 0.03% | 246 |
|
|
2018
Q1 | $201K | Buy |
1,238
+3
| +0.2% | +$516 | 0.04% | 226 |
|
|
2017
Q4 | $218K | Buy |
1,235
+803
| +186% | +$137K | 0.02% | 219 |
|
|
2017
Q3 | $73K | Sell |
432
-797
| -65% | -$129K | 0.03% | 290 |
|
|
2017
Q2 | $200K | Buy |
+1,229
| New | +$191K | 0.06% | 197 |
|
Other funds holding CMI
VCM
VPM
OneDigital Investment Advisors's CMI Position: Q1 2026 in Review
OneDigital Investment Advisors increased its Cummins (CMI) stake by 25% in Q1 2026, buying an estimated $588K and bringing the position to 5,124 shares worth $2.76M. The position accounts for 0.03% of the portfolio, ranked #393.
OneDigital Investment Advisors first reported a position in CMI in Q2 2017 and has held it in 32 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.
- OneDigital Investment Advisors held 5,124 shares of Cummins worth $2.76M as of Q1 2026.
- OneDigital Investment Advisors bought 1,039 Cummins shares in Q1 2026, an estimated $588K.
- Cummins made up 0.03% of OneDigital Investment Advisors's portfolio in Q1 2026, its #393 holding.
- OneDigital Investment Advisors first reported a position in Cummins in Q2 2017 and has held it in 32 quarters since.
- 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.
Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.