Summit Securities Group’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 | $12.4K | Sell |
23
-183
| -89% | -$104K | ﹤0.01% | 624 |
|
|
2025
Q4 | $105K | Sell |
206
-30
| -13% | -$14K | 0.01% | 465 |
|
|
2025
Q3 | $99.7K | Buy |
236
+143
| +154% | +$54.8K | 0.02% | 396 |
|
|
2025
Q2 | $30.5K | Buy |
+93
| New | +$28.8K | 0.01% | 632 |
|
|
2025
Q1 | – | Sell |
-4
| Closed | -$1.39K | – | 843 |
|
|
2024
Q4 | $1.39K | Buy |
+4
| New | +$1.41K | ﹤0.01% | 548 |
|
|
2024
Q1 | – | Sell |
-98
| Closed | -$23K | – | 530 |
|
|
2023
Q4 | $23K | Buy |
+98
| New | +$22.3K | ﹤0.01% | 462 |
|
|
2023
Q3 | – | Sell |
-184
| Closed | -$45K | – | 640 |
|
|
2023
Q2 | $45K | Sell |
184
-92
| -33% | -$20.8K | 0.01% | 436 |
|
|
2023
Q1 | $66K | Sell |
276
-267
| -49% | -$65.2K | 0.01% | 368 |
|
|
2022
Q4 | $132K | Sell |
543
-1,657
| -75% | -$394K | 0.01% | 545 |
|
|
2022
Q3 | $448K | Buy |
2,200
+1,907
| +651% | +$406K | 0.03% | 274 |
|
|
2022
Q2 | $57K | Buy |
293
+235
| +405% | +$47K | 0.01% | 520 |
|
|
2022
Q1 | $12K | Buy |
+58
| New | +$12.5K | ﹤0.01% | 805 |
|
|
2021
Q4 | – | Sell |
-1,200
| Closed | -$269K | – | 819 |
|
|
2021
Q3 | $269K | Buy |
1,200
+109
| +10% | +$25.5K | 0.02% | 557 |
|
|
2021
Q2 | $266K | Buy |
+1,091
| New | +$279K | 0.02% | 561 |
|
|
2021
Q1 | – | Sell |
-1,800
| Closed | -$409K | – | 590 |
|
|
2020
Q4 | $409K | Buy |
1,800
+400
| +29% | +$89.8K | 0.03% | 395 |
|
|
2020
Q3 | $296K | Sell |
1,400
-2,000
| -59% | -$398K | 0.03% | 282 |
|
|
2020
Q2 | $589K | Buy |
+3,400
| New | +$543K | 0.07% | 213 |
|
|
2020
Q1 | – | Sell |
-4,300
| Closed | -$770K | – | 319 |
|
|
2019
Q4 | $770K | Buy |
+4,300
| New | +$757K | 0.06% | 238 |
|
|
2019
Q2 | – | Sell |
-1,700
| Closed | -$268K | – | 331 |
|
|
2019
Q1 | $268K | Buy |
+1,700
| New | +$255K | 0.05% | 164 |
|
|
2018
Q1 | – | Sell |
-3,700
| Closed | -$654K | – | 165 |
|
|
2017
Q4 | $654K | Sell |
3,700
-300
| -8% | -$51.3K | 0.08% | 81 |
|
|
2017
Q3 | $672K | Buy |
+4,000
| New | +$647K | 0.11% | 85 |
|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$273K | – | 306 |
|
|
2016
Q4 | $273K | Buy |
+2,000
| New | +$268K | 0.06% | 210 |
|
|
2016
Q1 | – | Sell |
-3,886
| Closed | -$342K | – | 178 |
|
|
2015
Q4 | $342K | Buy |
+3,886
| New | +$388K | 0.11% | 130 |
|
|
2015
Q1 | – | Sell |
-1,200
| Closed | -$173K | – | 418 |
|
|
2014
Q4 | $173K | Sell |
1,200
-1,300
| -52% | -$184K | 0.05% | 209 |
|
|
2014
Q3 | $330K | Buy |
2,500
+100
| +4% | +$14.4K | 0.1% | 154 |
|
|
2014
Q2 | $370K | Buy |
2,400
+400
| +20% | +$60.5K | 0.13% | 108 |
|
|
2014
Q1 | $298K | Sell |
2,000
-3,900
| -66% | -$542K | 0.18% | 70 |
|
|
2013
Q4 | $832K | Buy |
5,900
+5,600
| +1,867% | +$743K | 0.14% | 79 |
|
|
2013
Q3 | $40K | Buy |
+300
| New | +$37K | 0.01% | 196 |
|
Other funds holding CMI
VCM
VPM
Summit Securities Group's CMI Position: Q1 2026 in Review
Summit Securities Group reduced its Cummins (CMI) stake by 89% in Q1 2026, selling an estimated $104K and leaving 23 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #624.
Summit Securities Group first reported a position in CMI in Q3 2013 and has held it in 29 quarters since. The position peaked at $832K in Q4 2013. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.
- Summit Securities Group held 23 shares of Cummins worth $12.4K as of Q1 2026.
- Summit Securities Group sold 183 Cummins shares in Q1 2026, an estimated $104K.
- Cummins made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #624 holding.
- Summit Securities Group first reported a position in Cummins in Q3 2013 and has held it in 29 quarters since.
- Summit Securities Group's Cummins position peaked at $832K in Q4 2013.
- 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.