Retirement Guys Formula’s Cummins CMI Stock Holding History

Retirement Guys Formula’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	$1.95M	Sell	3,615 -426	-11%	-$241K	0.89%	39
2025 Q4	$2.06M	Sell	4,041 -745	-16%	-$348K	0.94%	31
2025 Q3	$2.02M	Sell	4,786 -541	-10%	-$207K	0.71%	42
2025 Q2	$1.74M	Buy	5,327 +439	+9%	+$136K	0.66%	51
2025 Q1	$1.53M	Buy	4,888 +219	+5%	+$77.1K	0.76%	47
2024 Q4	$1.63M	Sell	4,669 -78	-2%	-$27.4K	0.82%	36
2024 Q3	$1.54M	Buy	+4,747	New	+$1.41M	0.71%	45
2022 Q4	–	Sell	-2,419	Closed	-$492K	–	118
2022 Q3	$492K	Sell	2,419 -101	-4%	-$21.5K	0.52%	37
2022 Q2	$488K	Buy	2,520 +308	+14%	+$61.6K	0.5%	46
2022 Q1	$454K	Buy	2,212 +341	+18%	+$73.7K	0.3%	62
2021 Q4	$408K	Buy	+1,871	New	+$426K	0.32%	63

Other funds holding CMI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Guys Formula's CMI Position: Q1 2026 in Review

Retirement Guys Formula reduced its Cummins (CMI) stake by 11% in Q1 2026, selling an estimated $241K and leaving 3,615 shares worth $1.95M. The position accounts for 0.89% of the portfolio, ranked #39.

Retirement Guys Formula first reported a position in CMI in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.06M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Retirement Guys Formula held 3,615 shares of Cummins worth $1.95M as of Q1 2026.
Retirement Guys Formula sold 426 Cummins shares in Q1 2026, an estimated $241K.
Cummins made up 0.89% of Retirement Guys Formula's portfolio in Q1 2026, its #39 holding.
Retirement Guys Formula first reported a position in Cummins in Q4 2021 and has held it in 11 quarters since.
Retirement Guys Formula's Cummins position peaked at $2.06M in Q4 2025.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.