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
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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Tucker Asset Management's CMI Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Cummins (CMI) in Q4 2025: 5 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in CMI as recently as Q3 2024.

Tucker Asset Management first reported a position in CMI in Q4 2020 and has held it in 17 quarters since. The position peaked at $18.5K in Q4 2021. 1,874 funds tracked by Wall St. Rank hold CMI as of Q4 2025.

Tucker Asset Management held 5 shares of Cummins worth $2.55K as of Q4 2025.
Cummins was a new Tucker Asset Management position in Q4 2025.
Cummins made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #809 holding.
Tucker Asset Management first reported a position in Cummins in Q4 2020 and has held it in 17 quarters since.
Tucker Asset Management's Cummins position peaked at $18.5K in Q4 2021.
1,874 funds tracked by Wall St. Rank held Cummins as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.