UBS 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 | $8.27M | Buy |
15,366
+5,500
| +56% | +$3.11M | ﹤0.01% | 3553 |
|
|
2025
Q4 | $5.04M | Hold |
9,866
| – | – | ﹤0.01% | 4023 |
|
|
2025
Q3 | $4.17M | Hold |
9,866
| – | – | ﹤0.01% | 4232 |
|
|
2025
Q2 | $3.23M | Sell |
9,866
-8,700
| -47% | -$2.69M | ﹤0.01% | 4321 |
|
|
2025
Q1 | $5.82M | Sell |
18,566
-29,300
| -61% | -$10.3M | ﹤0.01% | 3628 |
|
|
2024
Q4 | $16.7M | Buy |
47,866
+4,700
| +11% | +$1.65M | ﹤0.01% | 2525 |
|
|
2024
Q3 | $14M | Hold |
43,166
| – | – | ﹤0.01% | 2095 |
|
|
2024
Q2 | $12M | Buy |
43,166
+7,966
| +23% | +$2.28M | ﹤0.01% | 2078 |
|
|
2024
Q1 | $10.4M | Sell |
35,200
-103,900
| -75% | -$26.8M | ﹤0.01% | 2242 |
|
|
2023
Q4 | $33.3M | Buy |
139,100
+32,200
| +30% | +$7.32M | 0.01% | 1235 |
|
|
2023
Q3 | $24.4M | Buy |
106,900
+4,000
| +4% | +$966K | 0.01% | 1331 |
|
|
2023
Q2 | $25.2M | Buy |
102,900
+1,300
| +1% | +$294K | 0.01% | 1273 |
|
|
2023
Q1 | $24.3M | Sell |
101,600
-29,900
| -23% | -$7.3M | 0.01% | 1239 |
|
|
2022
Q4 | $31.9M | Buy |
131,500
+36,600
| +39% | +$8.71M | 0.01% | 1090 |
|
|
2022
Q3 | $19.3M | Buy |
94,900
+30,400
| +47% | +$6.47M | 0.01% | 1299 |
|
|
2022
Q2 | $12.5M | Sell |
64,500
-14,800
| -19% | -$2.96M | 0.01% | 1651 |
|
|
2022
Q1 | $16.3M | Sell |
79,300
-16,500
| -17% | -$3.57M | 0.01% | 1589 |
|
|
2021
Q4 | $20.9M | Buy |
95,800
+55,365
| +137% | +$12.6M | 0.01% | 1545 |
|
|
2021
Q3 | $9.08M | Buy |
40,435
+8,000
| +25% | +$1.87M | ﹤0.01% | 2105 |
|
|
2021
Q2 | $7.91M | Sell |
32,435
-3,600
| -10% | -$921K | ﹤0.01% | 2236 |
|
|
2021
Q1 | $9.34M | Buy |
36,035
+435
| +1% | +$109K | ﹤0.01% | 2012 |
|
|
2020
Q4 | $8.09M | Buy |
35,600
+35,200
| +8,800% | +$7.9M | ﹤0.01% | 2012 |
|
|
2020
Q3 | $84K | Buy |
+400
| New | +$79.7K | ﹤0.01% | 5282 |
|
|
2020
Q1 | – | Sell |
-5,100
| Closed | -$913K | – | 8005 |
|
|
2019
Q4 | $913K | Hold |
5,100
| – | – | ﹤0.01% | 4308 |
|
|
2019
Q3 | $830K | Hold |
5,100
| – | – | ﹤0.01% | 4127 |
|
|
2019
Q2 | $874K | Buy |
+5,100
| New | +$835K | ﹤0.01% | 3856 |
|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$160K | – | 8004 |
|
|
2018
Q2 | $160K | Buy |
+1,200
| New | +$180K | ﹤0.01% | 5107 |
|
|
2018
Q1 | – | Sell |
-300
| Closed | -$53K | – | 7845 |
|
|
2017
Q4 | $53K | Hold |
300
| – | – | ﹤0.01% | 5797 |
|
|
2017
Q3 | $50K | Buy |
+300
| New | +$48.5K | ﹤0.01% | 5787 |
|
|
2016
Q3 | – | Sell |
-50,000
| Closed | -$5.62M | – | 7692 |
|
|
2016
Q2 | $5.62M | Sell |
50,000
-20,800
| -29% | -$2.36M | ﹤0.01% | 1844 |
|
|
2016
Q1 | $7.78M | Buy |
70,800
+70,700
| +70,700% | +$6.84M | 0.01% | 1502 |
|
|
2015
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 7350 |
|
|
2015
Q3 | $11K | Sell |
100
-200
| -67% | -$24.7K | ﹤0.01% | 7195 |
|
|
2015
Q2 | $39K | Sell |
300
-2,200
| -88% | -$303K | ﹤0.01% | 6216 |
|
|
2015
Q1 | $347K | Sell |
2,500
-11,000
| -81% | -$1.55M | ﹤0.01% | 4426 |
|
|
2014
Q4 | $1.95M | Buy |
+13,500
| New | +$1.91M | ﹤0.01% | 2930 |
|
Other funds holding CMI
VCM
VPM
UBS Group's CMI Position: Q1 2026 in Review
UBS Group reduced its Cummins (CMI) stake by 10% in Q1 2026, selling an estimated $36.7M and leaving 576,430 shares worth $310M. The position accounts for 0.05% of the portfolio, ranked #414.
UBS Group first reported a position in CMI in Q4 2014 and has held it in 46 quarters since. The position peaked at $327M in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.
- UBS Group held 576,430 shares of Cummins worth $310M as of Q1 2026.
- UBS Group sold 64,789 Cummins shares in Q1 2026, an estimated $36.7M.
- Cummins made up 0.05% of UBS Group's portfolio in Q1 2026, its #414 holding.
- UBS Group first reported a position in Cummins in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Cummins position peaked at $327M in Q4 2025.
- 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.