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Regal Investment Advisors’s Cummins CMI Stock Holding History

Regal 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
2025
Q1 		– Sell
-942
Closed -$328K – 466
2024
Q4 		$328K Buy
942
+10
+1% +$3.51K 0.02% 393
2024
Q3 		$302K Sell
932
-294
-24% -$87.1K 0.02% 450
2024
Q2 		$339K Buy
1,226
+12
+1% +$3.43K 0.02% 429
2024
Q1 		$358K Sell
1,214
-19
-2% -$4.9K 0.02% 422
2023
Q4 		$295K Sell
1,233
-28
-2% -$6.37K 0.02% 424
2023
Q3 		$288K Sell
1,261
-47
-4% -$11.3K 0.02% 399
2023
Q2 		$321K Sell
1,308
-335
-20% -$75.9K 0.03% 384
2023
Q1 		$392K Buy
1,643
+280
+21% +$68.4K 0.03% 335
2022
Q4 		$330K Sell
1,363
-152
-10% -$36.2K 0.03% 359
2022
Q3 		$308K Buy
1,515
+9
+0.6% +$1.92K 0.03% 360
2022
Q2 		$291K Buy
1,506
+270
+22% +$54K 0.03% 378
2022
Q1 		$254K Sell
1,236
-263
-18% -$56.9K 0.02% 452
2021
Q4 		$327K Buy
1,499
+226
+18% +$51.5K 0.03% 407
2021
Q3 		$286K Buy
1,273
+241
+23% +$56.5K 0.03% 435
2021
Q2 		$252K Buy
+1,032
New +$264K 0.03% 458
2015
Q4 		– Sell
-50
Closed -$5K – 372
2015
Q3 		$5K Hold
50
– – ﹤0.01% 797
2015
Q2 		$6K Sell
50
-28
-36% -$3.85K ﹤0.01% 721
2015
Q1 		$11K Buy
78
+50
+179% +$7.05K ﹤0.01% 664
2014
Q4 		$4K Hold
28
– – ﹤0.01% 767
2014
Q3 		$4K Sell
28
-493
-95% -$71.1K ﹤0.01% 816
2014
Q2 		$80K Sell
521
-13,035
-96% -$1.97M 0.03% 311
2014
Q1 		$2.02M Buy
+13,556
New +$1.88M 0.86% 35

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Regal Investment Advisors's CMI Position: Q1 2025 in Review

Regal Investment Advisors sold out of Cummins (CMI) in Q1 2025, closing a stake of 942 shares — an estimated $328K sold.

Regal Investment Advisors first reported a position in CMI in Q1 2014 and held it in 22 quarters. The position peaked at $2.02M in Q1 2014. 1,567 funds tracked by Wall St. Rank hold CMI as of Q1 2025.

  • Regal Investment Advisors reported no remaining Cummins position as of Q1 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 942 Cummins shares in Q1 2025, an estimated $328K.
  • Regal Investment Advisors first reported a position in Cummins in Q1 2014 and held it in 22 quarters.
  • Regal Investment Advisors's Cummins position peaked at $2.02M in Q1 2014.
  • 1,567 funds tracked by Wall St. Rank held Cummins as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.