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Plante Moran Financial Advisors’s Cummins CMI Stock Holding History

Plante Moran Financial 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 		$53.8K Sell
100
-10
-9% -$5.66K ﹤0.01% 301
2025
Q4 		$56.1K Buy
110
+8
+8% +$3.74K ﹤0.01% 310
2025
Q3 		$43.1K Buy
102
+2
+2% +$767 ﹤0.01% 362
2025
Q2 		$32.8K Sell
100
-58
-37% -$18K ﹤0.01% 403
2025
Q1 		$49.5K Hold
158
– – ﹤0.01% 337
2024
Q4 		$55.1K Hold
158
– – ﹤0.01% 331
2024
Q3 		$51.2K Hold
158
– – ﹤0.01% 380
2024
Q2 		$43.8K Hold
158
– – ﹤0.01% 361
2024
Q1 		$46.6K Buy
158
+58
+58% +$14.9K 0.01% 355
2023
Q4 		$24K Hold
100
– – ﹤0.01% 426
2023
Q3 		$22.8K Hold
100
– – ﹤0.01% 408
2023
Q2 		$24.5K Hold
100
– – ﹤0.01% 404
2023
Q1 		$23.9K Hold
100
– – ﹤0.01% 414
2022
Q4 		$24.2K Hold
100
– – ﹤0.01% 427
2022
Q3 		$20K Hold
100
– – ﹤0.01% 460
2022
Q2 		$19K Sell
100
-100
-50% -$20K ﹤0.01% 474
2022
Q1 		$41K Sell
200
-12
-6% -$2.6K 0.01% 361
2021
Q4 		$46K Sell
212
-77
-27% -$17.5K 0.01% 382
2021
Q3 		$65K Buy
289
+89
+45% +$20.9K 0.01% 331
2021
Q2 		$49K Buy
200
+100
+100% +$25.6K 0.01% 374
2021
Q1 		$26K Hold
100
– – 0.01% 493
2020
Q4 		$23K Sell
100
-25
-20% -$5.61K 0.01% 499
2020
Q3 		$26K Buy
+125
New +$24.9K 0.01% 438
2019
Q3 		– Sell
-38
Closed -$6K – 848
2019
Q2 		$6K Hold
38
– – ﹤0.01% 614
2019
Q1 		$6K Hold
38
– – ﹤0.01% 614
2018
Q4 		$5K Hold
38
– – ﹤0.01% 591
2018
Q3 		$6K Buy
38
+1
+3% +$141 ﹤0.01% 566
2018
Q2 		$5K Buy
37
+10
+37% +$1.5K ﹤0.01% 628
2018
Q1 		$4K Sell
27
-17
-39% -$2.92K ﹤0.01% 750
2017
Q4 		$8K Buy
44
+17
+63% +$2.91K ﹤0.01% 623
2017
Q3 		$5K Hold
27
– – ﹤0.01% 648
2017
Q2 		$4K Sell
27
-36
-57% -$5.59K ﹤0.01% 686
2017
Q1 		$10K Buy
63
+20
+47% +$2.96K 0.01% 572
2016
Q4 		$6K Buy
43
+16
+59% +$2.14K ﹤0.01% 669
2016
Q3 		$3K Hold
27
– – ﹤0.01% 773
2016
Q2 		$3K Hold
27
– – ﹤0.01% 712
2016
Q1 		$3K Sell
27
-127
-82% -$12.3K ﹤0.01% 648
2015
Q4 		$14K Buy
154
+93
+152% +$9.29K 0.01% 510
2015
Q3 		$7K Sell
61
-35
-36% -$4.32K 0.01% 527
2015
Q2 		$13K Sell
96
-100
-51% -$13.8K 0.01% 481
2015
Q1 		$27K Buy
196
+100
+104% +$14.1K 0.02% 362
2014
Q4 		$14K Hold
96
– – 0.01% 467
2014
Q3 		$13K Hold
96
– – 0.01% 481
2014
Q2 		$15K Sell
96
-79
-45% -$12K 0.01% 428
2014
Q1 		$26K Sell
175
-379
-68% -$52.7K 0.03% 226
2013
Q4 		$78K Buy
554
+379
+217% +$50.3K 0.04% 173
2013
Q3 		$23K Hold
175
– – 0.01% 274
2013
Q2 		$19K Buy
+175
New +$19.9K 0.01% 251

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

Plante Moran Financial Advisors's CMI Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Cummins (CMI) stake by 9.1% in Q1 2026, selling an estimated $5.66K and leaving 100 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Plante Moran Financial Advisors first reported a position in CMI in Q2 2013 and has held it in 48 quarters since. The position peaked at $78K in Q4 2013. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Plante Moran Financial Advisors held 100 shares of Cummins worth $53.8K as of Q1 2026.
  • Plante Moran Financial Advisors sold 10 Cummins shares in Q1 2026, an estimated $5.66K.
  • Cummins made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #301 holding.
  • Plante Moran Financial Advisors first reported a position in Cummins in Q2 2013 and has held it in 48 quarters since.
  • Plante Moran Financial Advisors's Cummins position peaked at $78K in Q4 2013.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.