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Prime Capital Investment Advisors’s Cummins CMI Stock Holding History

Prime Capital 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 		$5.1M Buy
9,471
+138
+1% +$78.1K 0.06% 222
2025
Q4 		$4.76M Buy
9,333
+784
+9% +$366K 0.06% 209
2025
Q3 		$3.61M Buy
8,549
+1,250
+17% +$479K 0.05% 250
2025
Q2 		$2.39M Buy
7,299
+273
+4% +$84.5K 0.03% 300
2025
Q1 		$2.2M Buy
7,026
+1,062
+18% +$374K 0.03% 348
2024
Q4 		$2.08M Sell
5,964
-194
-3% -$68.2K 0.03% 293
2024
Q3 		$1.99M Sell
6,158
-433
-7% -$128K 0.03% 314
2024
Q2 		$1.83M Sell
6,591
-565
-8% -$161K 0.03% 324
2024
Q1 		$2.11M Sell
7,156
-503
-7% -$130K 0.03% 333
2023
Q4 		$1.83M Sell
7,659
-333
-4% -$75.7K 0.03% 342
2023
Q3 		$1.83M Buy
7,992
+209
+3% +$50.5K 0.04% 256
2023
Q2 		$1.91M Buy
7,783
+2,534
+48% +$574K 0.04% 260
2023
Q1 		$1.25M Sell
5,249
-1,553
-23% -$379K 0.05% 208
2022
Q4 		$1.65M Buy
6,802
+2,307
+51% +$549K 0.06% 187
2022
Q3 		$915K Buy
4,495
+1,544
+52% +$328K 0.05% 178
2022
Q2 		$571K Sell
2,951
-13,364
-82% -$2.67M 0.03% 213
2022
Q1 		$3.56M Sell
16,315
-242
-1% -$52.3K 0.2% 90
2021
Q4 		$3.61M Sell
16,557
-1,924
-10% -$438K 0.19% 97
2021
Q3 		$4.15M Buy
18,481
+1,590
+9% +$373K 0.26% 76
2021
Q2 		$4.12M Buy
16,891
+2,417
+17% +$618K 0.24% 90
2021
Q1 		$3.75M Sell
14,474
-1,152
-7% -$288K 0.27% 80
2020
Q4 		$3.55M Buy
15,626
+801
+5% +$180K 0.27% 73
2020
Q3 		$3.13M Buy
14,825
+9,669
+188% +$1.93M 0.26% 75
2020
Q2 		$893K Sell
5,156
-26,237
-84% -$4.19M 0.08% 155
2020
Q1 		$4.25M Buy
31,393
+12,325
+65% +$1.92M 0.5% 35
2019
Q4 		$3.41M Sell
19,068
-1,848
-9% -$325K 0.39% 56
2019
Q3 		$3.4M Buy
20,916
+17,508
+514% +$2.8M 0.53% 47
2019
Q2 		$584K Buy
3,408
+620
+22% +$102K 0.11% 137
2019
Q1 		$440K Buy
2,788
+2,546
+1,052% +$382K 0.13% 101
2018
Q4 		$32K Buy
+242
New +$34.2K 0.01% 186

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

Prime Capital Investment Advisors's CMI Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Cummins (CMI) stake by 1.5% in Q1 2026, buying an estimated $78.1K and bringing the position to 9,471 shares worth $5.1M. The position accounts for 0.06% of the portfolio, ranked #222.

Prime Capital Investment Advisors first reported a position in CMI in Q4 2018 and has held it in 30 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Prime Capital Investment Advisors held 9,471 shares of Cummins worth $5.1M as of Q1 2026.
  • Prime Capital Investment Advisors bought 138 Cummins shares in Q1 2026, an estimated $78.1K.
  • Cummins made up 0.06% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #222 holding.
  • Prime Capital Investment Advisors first reported a position in Cummins in Q4 2018 and has held it in 30 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.