Tucker Asset Management’s Cummins CMI Stock Holding History

Tucker Asset Management’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 Q1	–	Sell	-5	Closed	-$2.55K	–	498
2025 Q4	$2.55K	Buy	+5	New	+$2.34K	﹤0.01%	809
2024 Q4	–	Sell	-23	Closed	-$8.08K	–	1551
2024 Q3	$7.29K	Sell	23 -4	-15%	-$1.19K	﹤0.01%	797
2024 Q2	$7.58K	Hold	27	–	–	﹤0.01%	927
2024 Q1	$8.03K	Hold	27	–	–	﹤0.01%	938
2023 Q4	$6.5K	Sell	27 -27	-50%	-$6.14K	﹤0.01%	814
2023 Q3	$12.3K	Hold	54	–	–	﹤0.01%	608
2023 Q2	$13.2K	Hold	54	–	–	﹤0.01%	456
2023 Q1	$12.8K	Hold	54	–	–	﹤0.01%	501
2022 Q4	$13K	Hold	54	–	–	﹤0.01%	301
2022 Q3	$13.1K	Buy	54 +1	+2%	+$213	﹤0.01%	284
2022 Q2	$10.3K	Sell	53 -10	-16%	-$2K	﹤0.01%	244
2022 Q1	$13K	Sell	63 -22	-26%	-$4.76K	﹤0.01%	201
2021 Q4	$18.5K	Buy	85 +18	+27%	+$4.1K	0.01%	158
2021 Q3	$16.1K	Hold	67	–	–	0.01%	157
2021 Q2	$16.3K	Hold	67	–	–	0.01%	142
2021 Q1	$17.4K	Hold	67	–	–	0.01%	146
2020 Q4	$15.2K	Buy	+67	New	+$15K	0.01%	167

Other funds holding CMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tucker Asset Management's CMI Position: Q1 2026 in Review

Tucker Asset Management sold out of Cummins (CMI) in Q1 2026, closing a stake of 5 shares — an estimated $2.55K sold.

Tucker Asset Management first reported a position in CMI in Q4 2020 and held it in 17 quarters. The position peaked at $18.5K in Q4 2021. 1,967 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Tucker Asset Management reported no remaining Cummins position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 5 Cummins shares in Q1 2026, an estimated $2.55K.
Tucker Asset Management first reported a position in Cummins in Q4 2020 and held it in 17 quarters.
Tucker Asset Management's Cummins position peaked at $18.5K in Q4 2021.
1,967 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.