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SGL Investment Advisors’s Cummins CMI Stock Holding History

SGL 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 		$6.75M Sell
9,603
-1,794
-16% -$1.02M 2.53% 6
2025
Q4 		$6.16M Sell
11,397
-3,058
-21% -$1.43M 2.46% 13
2025
Q3 		$6.33M Sell
14,455
-30
-0.2% -$11.5K 2.64% 9
2025
Q2 		$4.79M Buy
14,485
+39
+0.3% +$12.1K 2.28% 16
2025
Q1 		$4.43M Sell
14,446
-99
-0.7% -$34.9K 2.29% 14
2024
Q4 		$5.3M Sell
14,545
-4,200
-22% -$1.48M 2.67% 10
2024
Q3 		$6.82M Buy
+18,745
New +$5.55M 3.5% 4

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

SGL Investment Advisors's CMI Position: Q1 2026 in Review

SGL Investment Advisors reduced its Cummins (CMI) stake by 16% in Q1 2026, selling an estimated $1.02M and leaving 9,603 shares worth $6.75M. The position accounts for 2.53% of the portfolio, ranked #6.

SGL Investment Advisors first reported a position in CMI in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.82M in Q3 2024. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • SGL Investment Advisors held 9,603 shares of Cummins worth $6.75M as of Q1 2026.
  • SGL Investment Advisors sold 1,794 Cummins shares in Q1 2026, an estimated $1.02M.
  • Cummins made up 2.53% of SGL Investment Advisors's portfolio in Q1 2026, its #6 holding.
  • SGL Investment Advisors first reported a position in Cummins in Q3 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's Cummins position peaked at $6.82M in Q3 2024.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.