Sonora Investment Management Group’s Cummins CMI Stock Holding History

Sonora Investment Management Group’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 Q3	$692K	Sell	1,639 -58	-3%	-$22.2K	0.05%	145
2025 Q2	$556K	Buy	1,697 +5	+0.3%	+$1.55K	0.04%	161
2025 Q1	$530K	Hold	1,692	–	–	0.04%	163
2024 Q4	$590K	Hold	1,692	–	–	0.05%	155
2024 Q3	$548K	Buy	1,692 +3	+0.2%	+$889	0.04%	165
2024 Q2	$498K	Hold	1,689	–	–	0.04%	174
2024 Q1	$498K	Hold	1,689	–	–	0.04%	174
2023 Q4	$405K	Sell	1,689 -229	-12%	-$52.1K	0.03%	179
2023 Q3	$438K	Buy	1,918 +87	+5%	+$21K	0.04%	169
2023 Q2	$449K	Buy	1,831 +57	+3%	+$12.9K	0.04%	166
2023 Q1	$424K	Hold	1,774	–	–	0.04%	173
2022 Q4	$430K	Hold	1,774	–	–	0.04%	170
2022 Q3	$343K	Hold	1,774	–	–	0.04%	143
2022 Q2	$343K	Sell	1,774 -50	-3%	-$10K	0.03%	176
2022 Q1	$374K	Sell	1,824 -65	-3%	-$14.1K	0.04%	153
2021 Q4	$412K	Buy	+1,889	New	+$430K	0.05%	146

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sonora Investment Management Group's CMI Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Cummins (CMI) stake by 3.4% in Q3 2025, selling an estimated $22.2K and leaving 1,639 shares worth $692K. The position accounts for 0.05% of the portfolio, ranked #145.

Sonora Investment Management Group first reported a position in CMI in Q4 2021 and has held it in 16 quarters since. 1,683 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

Sonora Investment Management Group held 1,639 shares of Cummins worth $692K as of Q3 2025.
Sonora Investment Management Group sold 58 Cummins shares in Q3 2025, an estimated $22.2K.
Cummins made up 0.05% of Sonora Investment Management Group's portfolio in Q3 2025, its #145 holding.
Sonora Investment Management Group first reported a position in Cummins in Q4 2021 and has held it in 16 quarters since.
1,683 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.