Sigma Planning Corp’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $700K | Sell |
1,301
-13
| -1% | -$7.36K | 0.02% | 709 |
|
|
2025
Q4 | $927K | Sell |
1,314
-26
| -2% | -$12.2K | 0.03% | 558 |
|
|
2025
Q3 | $566K | Sell |
1,340
-350
| -21% | -$134K | 0.02% | 769 |
|
|
2025
Q2 | $554K | Sell |
1,690
-361
| -18% | -$112K | 0.02% | 741 |
|
|
2025
Q1 | $643K | Buy |
2,051
+32
| +2% | +$11.3K | 0.02% | 632 |
|
|
2024
Q4 | $704K | Buy |
2,019
+184
| +10% | +$64.6K | 0.02% | 604 |
|
|
2024
Q3 | $594K | Buy |
1,835
+21
| +1% | +$6.22K | 0.02% | 683 |
|
|
2024
Q2 | $502K | Sell |
1,814
-689
| -28% | -$197K | 0.02% | 721 |
|
|
2024
Q1 | $738K | Sell |
2,503
-23
| -0.9% | -$5.93K | 0.02% | 609 |
|
|
2023
Q4 | $605K | Sell |
2,526
-3,881
| -61% | -$882K | 0.05% | 400 |
|
|
2023
Q3 | $1.46M | Buy |
6,407
+314
| +5% | +$75.8K | 0.05% | 348 |
|
|
2023
Q2 | $1.49M | Sell |
6,093
-536
| -8% | -$121K | 0.05% | 348 |
|
|
2023
Q1 | $1.58M | Buy |
6,629
+32
| +0.5% | +$7.81K | 0.05% | 361 |
|
|
2022
Q4 | $1.6M | Sell |
6,597
-257
| -4% | -$61.1K | 0.06% | 338 |
|
|
2022
Q3 | $1.4M | Buy |
6,854
+3,455
| +102% | +$735K | 0.05% | 348 |
|
|
2022
Q2 | $658K | Sell |
3,399
-2,556
| -43% | -$511K | 0.02% | 636 |
|
|
2022
Q1 | $1.22M | Buy |
5,955
+295
| +5% | +$63.8K | 0.04% | 459 |
|
|
2021
Q4 | $1.24M | Buy |
5,660
+230
| +4% | +$52.4K | 0.03% | 465 |
|
|
2021
Q3 | $1.22M | Buy |
5,430
+367
| +7% | +$86K | 0.04% | 480 |
|
|
2021
Q2 | $1.24M | Sell |
5,063
-14,572
| -74% | -$3.73M | 0.04% | 478 |
|
|
2021
Q1 | $5.09M | Buy |
19,635
+216
| +1% | +$54K | 0.16% | 148 |
|
|
2020
Q4 | $4.41M | Buy |
19,419
+11,834
| +156% | +$2.66M | 0.15% | 149 |
|
|
2020
Q3 | $1.6M | Sell |
7,585
-268
| -3% | -$53.4K | 0.06% | 286 |
|
|
2020
Q2 | $1.36M | Buy |
7,853
+361
| +5% | +$57.7K | 0.06% | 313 |
|
|
2020
Q1 | $1.01M | Sell |
7,492
-2,062
| -22% | -$322K | 0.06% | 311 |
|
|
2019
Q4 | $1.71M | Buy |
9,554
+398
| +4% | +$70.1K | 0.07% | 283 |
|
|
2019
Q3 | $1.49M | Sell |
9,156
-273
| -3% | -$43.7K | 0.07% | 282 |
|
|
2019
Q2 | $1.62M | Buy |
9,429
+240
| +3% | +$39.3K | 0.08% | 254 |
|
|
2019
Q1 | $1.45M | Buy |
9,189
+2,813
| +44% | +$422K | 0.08% | 251 |
|
|
2018
Q4 | $852K | Buy |
6,376
+292
| +5% | +$41.2K | 0.06% | 286 |
|
|
2018
Q3 | $889K | Buy |
6,084
+1,048
| +21% | +$148K | 0.05% | 322 |
|
|
2018
Q2 | $670K | Buy |
5,036
+902
| +22% | +$135K | 0.04% | 382 |
|
|
2018
Q1 | $670K | Buy |
4,134
+82
| +2% | +$14.1K | 0.05% | 354 |
|
|
2017
Q4 | $716K | Buy |
4,052
+921
| +29% | +$157K | 0.06% | 335 |
|
|
2017
Q3 | $526K | Hold |
3,131
| – | – | 0.04% | 409 |
|
|
2017
Q2 | $508K | Buy |
3,131
+109
| +4% | +$16.9K | 0.05% | 405 |
|
|
2017
Q1 | $457K | Sell |
3,022
-186
| -6% | -$27.5K | 0.04% | 425 |
|
|
2016
Q4 | $439K | Buy |
3,208
+253
| +9% | +$33.9K | 0.05% | 387 |
|
|
2016
Q3 | $379K | Buy |
2,955
+603
| +26% | +$73.2K | 0.04% | 430 |
|
|
2016
Q2 | $264K | Buy |
+2,352
| New | +$266K | 0.03% | 522 |
|
|
2015
Q3 | – | Sell |
-1,989
| Closed | -$261K | – | 687 |
|
|
2015
Q2 | $261K | Sell |
1,989
-333
| -14% | -$45.8K | 0.04% | 529 |
|
|
2015
Q1 | $322K | Buy |
2,322
+518
| +29% | +$73K | 0.04% | 499 |
|
|
2014
Q4 | $260K | Buy |
+1,804
| New | +$255K | 0.03% | 553 |
|
Other funds holding CMI
VCM
VPM
Sigma Planning Corp's CMI Position: Q1 2026 in Review
Sigma Planning Corp reduced its Cummins (CMI) stake by 0.99% in Q1 2026, selling an estimated $7.36K and leaving 1,301 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #709.
Sigma Planning Corp first reported a position in CMI in Q4 2014 and has held it in 43 quarters since. The position peaked at $5.09M in Q1 2021. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.
- Sigma Planning Corp held 1,301 shares of Cummins worth $700K as of Q1 2026.
- Sigma Planning Corp sold 13 Cummins shares in Q1 2026, an estimated $7.36K.
- Cummins made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #709 holding.
- Sigma Planning Corp first reported a position in Cummins in Q4 2014 and has held it in 43 quarters since.
- Sigma Planning Corp's Cummins position peaked at $5.09M in Q1 2021.
- 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.