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Semmax Financial Advisors’s Cummins CMI Stock Holding History

Semmax 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
2024
Q4 		– Sell
-1
Closed -$365 – 372
2024
Q3 		$365 Hold
1
– – ﹤0.01% 346
2024
Q2 		$298 Hold
1
– – ﹤0.01% 385
2024
Q1 		$298 Hold
1
– – ﹤0.01% 375
2023
Q4 		$259 Hold
1
– – ﹤0.01% 381
2023
Q3 		$219 Buy
+1
New +$241 ﹤0.01% 348
2019
Q2 		– Sell
-16
Closed -$3K – 358
2019
Q1 		$3K Buy
+16
New +$2.4K ﹤0.01% 383

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Semmax Financial Advisors's CMI Position: Q4 2024 in Review

Semmax Financial Advisors sold out of Cummins (CMI) in Q4 2024, closing a stake of 1 share — an estimated $365 sold.

Semmax Financial Advisors first reported a position in CMI in Q1 2019 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 1,551 funds tracked by Wall St. Rank hold CMI as of Q4 2024.

  • Semmax Financial Advisors reported no remaining Cummins position as of Q4 2024 after selling out during the quarter.
  • Semmax Financial Advisors sold 1 Cummins share in Q4 2024, an estimated $365.
  • Semmax Financial Advisors first reported a position in Cummins in Q1 2019 and held it in 6 quarters.
  • Semmax Financial Advisors's Cummins position peaked at $3K in Q1 2019.
  • 1,551 funds tracked by Wall St. Rank held Cummins as of Q4 2024.

Based on Semmax Financial Advisors's 13F filing for Q4 2024, filed 14 May 2025.