TCI Wealth Advisors’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $271K | Buy |
380
+5
| +1% | +$3.29K | 0.01% | 223 |
|
|
2026
Q1 | $202K | Buy |
+375
| New | +$212K | 0.01% | 242 |
|
|
2023
Q2 | – | Sell |
-376
| Closed | -$89.8K | – | 603 |
|
|
2023
Q1 | $89.8K | Hold |
376
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $91.1K | Buy |
376
+2
| +0.5% | +$476 | 0.01% | 281 |
|
|
2022
Q3 | $76K | Buy |
374
+5
| +1% | +$1.06K | 0.01% | 284 |
|
|
2022
Q2 | $71K | Buy |
369
+1
| +0.3% | +$200 | 0.01% | 301 |
|
|
2022
Q1 | $76K | Sell |
368
-46
| -11% | -$9.95K | 0.01% | 309 |
|
|
2021
Q4 | $90K | Sell |
414
-25
| -6% | -$5.7K | 0.01% | 288 |
|
|
2021
Q3 | $99K | Buy |
439
+7
| +2% | +$1.64K | 0.02% | 286 |
|
|
2021
Q2 | $105K | Buy |
432
+17
| +4% | +$4.35K | 0.02% | 265 |
|
|
2021
Q1 | $108K | Buy |
415
+47
| +13% | +$11.7K | 0.05% | 226 |
|
|
2020
Q4 | $84K | Hold |
368
| – | – | 0.04% | 250 |
|
|
2020
Q3 | $78K | Buy |
368
+300
| +441% | +$59.8K | 0.03% | 242 |
|
|
2020
Q2 | $12K | Hold |
68
| – | – | 0.01% | 530 |
|
|
2020
Q1 | $9K | Sell |
68
-184
| -73% | -$28.7K | ﹤0.01% | 585 |
|
|
2019
Q4 | $45K | Buy |
252
+10
| +4% | +$1.76K | 0.02% | 404 |
|
|
2019
Q3 | $39K | Hold |
242
| – | – | 0.02% | 368 |
|
|
2019
Q2 | $41K | Hold |
242
| – | – | 0.02% | 347 |
|
|
2019
Q1 | $38K | Hold |
242
| – | – | 0.02% | 391 |
|
|
2018
Q4 | $32K | Buy |
242
+18
| +8% | +$2.54K | 0.02% | 389 |
|
|
2018
Q3 | $33K | Hold |
224
| – | – | 0.01% | 403 |
|
|
2018
Q2 | $30K | Hold |
224
| – | – | 0.01% | 405 |
|
|
2018
Q1 | $36K | Hold |
224
| – | – | 0.02% | 376 |
|
|
2017
Q4 | $40K | Hold |
224
| – | – | 0.02% | 374 |
|
|
2017
Q3 | $38K | Hold |
224
| – | – | 0.02% | 349 |
|
|
2017
Q2 | $36K | Hold |
224
| – | – | 0.02% | 363 |
|
|
2017
Q1 | $34K | Sell |
224
-40
| -15% | -$5.92K | 0.02% | 353 |
|
|
2016
Q4 | $36K | Hold |
264
| – | – | 0.02% | 376 |
|
|
2016
Q3 | $34K | Hold |
264
| – | – | 0.02% | 349 |
|
|
2016
Q2 | $30K | Sell |
264
-125
| -32% | -$14.2K | 0.02% | 361 |
|
|
2016
Q1 | $43K | Buy |
389
+169
| +77% | +$16.3K | 0.02% | 319 |
|
|
2015
Q4 | $19K | Sell |
220
-15
| -6% | -$1.5K | 0.01% | 447 |
|
|
2015
Q3 | $26K | Hold |
235
| – | – | 0.02% | 359 |
|
|
2015
Q2 | $31K | Hold |
235
| – | – | 0.02% | 333 |
|
|
2015
Q1 | $33K | Hold |
235
| – | – | 0.02% | 280 |
|
|
2014
Q4 | $34K | Hold |
235
| – | – | 0.02% | 289 |
|
|
2014
Q3 | $31K | Hold |
235
| – | – | 0.02% | 277 |
|
|
2014
Q2 | $36K | Hold |
235
| – | – | 0.02% | 273 |
|
|
2014
Q1 | $35K | Sell |
235
-175
| -43% | -$24.3K | 0.02% | 260 |
|
|
2013
Q4 | $58K | Hold |
410
| – | – | 0.04% | 231 |
|
|
2013
Q3 | $54K | Hold |
410
| – | – | 0.04% | 205 |
|
|
2013
Q2 | $44K | Buy |
+410
| New | +$46.5K | 0.03% | 231 |
|
Other funds holding CMI
TCI Wealth Advisors's CMI Position: Q2 2026 in Review
TCI Wealth Advisors increased its Cummins (CMI) stake by 1.3% in Q2 2026, buying an estimated $3.29K and bringing the position to 380 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #223.
TCI Wealth Advisors first reported a position in CMI in Q2 2013 and has held it in 42 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- TCI Wealth Advisors held 380 shares of Cummins worth $271K as of Q2 2026.
- TCI Wealth Advisors bought 5 Cummins shares in Q2 2026, an estimated $3.29K.
- Cummins made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #223 holding.
- TCI Wealth Advisors first reported a position in Cummins in Q2 2013 and has held it in 42 quarters since.
- 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.