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TCM Advisors’s Cummins CMI Stock Holding History

TCM 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
Q2 		– Hold
0
– – – 13
2026
Q1 		– Hold
0
– – – 13
2025
Q4 		– Hold
0
– – – 10
2025
Q3 		– Hold
0
– – – 13
2025
Q2 		– Hold
0
– – – 15
2025
Q1 		– Hold
0
– – – 21
2024
Q4 		– Hold
0
– – – 12
2024
Q3 		– Hold
0
– – – 18
2024
Q2 		– Hold
0
– – – 17
2024
Q1 		– Hold
0
– – – 12
2023
Q4 		– Hold
0
– – – 16
2023
Q3 		– Hold
0
– – – 14
2023
Q2 		– Hold
0
– – – 22
2023
Q1 		– Hold
0
– – – 18
2022
Q4 		– Hold
0
– – – 16
2022
Q3 		– Hold
0
– – – 20
2022
Q2 		– Hold
0
– – – 30
2022
Q1 		– Sell
-5,400
Closed -$1.17M – 35
2021
Q4 		$1.18M Buy
+5,400
New +$1.23M 1.05% 32

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

TCM Advisors's CMI Position: Q2 2026 in Review

TCM Advisors held its Cummins (CMI) position steady in Q2 2026 at 0 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #13.

TCM Advisors first reported a position in CMI in Q4 2021 and has held it in 1 quarter since. The position peaked at $1.18M in Q4 2021. 2,102 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • TCM Advisors held 0 shares of Cummins worth $1.36M as of Q2 2026.
  • TCM Advisors left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.1% of TCM Advisors's portfolio in Q2 2026, its #13 holding.
  • TCM Advisors first reported a position in Cummins in Q4 2021 and has held it in 1 quarter since.
  • TCM Advisors's Cummins position peaked at $1.18M in Q4 2021.
  • 2,102 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on TCM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.