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 | $1.35M | Sell |
2,513
-100
| -4% | -$56.6K | ﹤0.01% | 5304 |
|
|
2025
Q4 | $1.33M | Buy |
2,613
+62
| +2% | +$29K | ﹤0.01% | 5326 |
|
|
2025
Q3 | $1.08M | Hold |
2,551
| – | – | ﹤0.01% | 5513 |
|
|
2025
Q2 | $835K | Sell |
2,551
-30,200
| -92% | -$9.35M | ﹤0.01% | 5595 |
|
|
2025
Q1 | $10.3M | Sell |
32,751
-29,800
| -48% | -$10.5M | ﹤0.01% | 3009 |
|
|
2024
Q4 | $21.8M | Buy |
62,551
+100
| +0.2% | +$35.1K | ﹤0.01% | 2231 |
|
|
2024
Q3 | $20.2M | Hold |
62,451
| – | – | ﹤0.01% | 1817 |
|
|
2024
Q2 | $17.3M | Buy |
62,451
+19,600
| +46% | +$5.6M | ﹤0.01% | 1808 |
|
|
2024
Q1 | $12.6M | Sell |
42,851
-73,149
| -63% | -$18.9M | ﹤0.01% | 2074 |
|
|
2023
Q4 | $27.8M | Sell |
116,000
-2,600
| -2% | -$591K | 0.01% | 1361 |
|
|
2023
Q3 | $27.1M | Sell |
118,600
-31,800
| -21% | -$7.68M | 0.01% | 1259 |
|
|
2023
Q2 | $36.9M | Sell |
150,400
-14,400
| -9% | -$3.26M | 0.01% | 995 |
|
|
2023
Q1 | $39.4M | Sell |
164,800
-89,800
| -35% | -$21.9M | 0.01% | 917 |
|
|
2022
Q4 | $61.7M | Buy |
254,600
+25,600
| +11% | +$6.09M | 0.02% | 700 |
|
|
2022
Q3 | $46.6M | Buy |
229,000
+89,300
| +64% | +$19M | 0.02% | 731 |
|
|
2022
Q2 | $27M | Sell |
139,700
-11,300
| -7% | -$2.26M | 0.01% | 1121 |
|
|
2022
Q1 | $31M | Sell |
151,000
-21,300
| -12% | -$4.61M | 0.01% | 1125 |
|
|
2021
Q4 | $37.6M | Buy |
172,300
+72,794
| +73% | +$16.6M | 0.01% | 1137 |
|
|
2021
Q3 | $22.3M | Buy |
99,506
+8,000
| +9% | +$1.87M | 0.01% | 1423 |
|
|
2021
Q2 | $22.3M | Sell |
91,506
-18,700
| -17% | -$4.78M | 0.01% | 1416 |
|
|
2021
Q1 | $28.6M | Sell |
110,206
-13,694
| -11% | -$3.42M | 0.01% | 1196 |
|
|
2020
Q4 | $28.1M | Buy |
123,900
+77,000
| +164% | +$17.3M | 0.01% | 1126 |
|
|
2020
Q3 | $9.9M | Buy |
46,900
+800
| +2% | +$159K | ﹤0.01% | 1650 |
|
|
2020
Q2 | $7.99M | Hold |
46,100
| – | – | ﹤0.01% | 1691 |
|
|
2020
Q1 | $6.24M | Sell |
46,100
-38,700
| -46% | -$6.03M | ﹤0.01% | 1749 |
|
|
2019
Q4 | $15.2M | Hold |
84,800
| – | – | 0.01% | 1586 |
|
|
2019
Q3 | $13.8M | Sell |
84,800
-6,500
| -7% | -$1.04M | 0.01% | 1508 |
|
|
2019
Q2 | $15.6M | Buy |
91,300
+80,800
| +770% | +$13.2M | 0.01% | 1392 |
|
|
2019
Q1 | $1.66M | Sell |
10,500
-4,500
| -30% | -$675K | ﹤0.01% | 3155 |
|
|
2018
Q4 | $2M | Buy |
15,000
+1,200
| +9% | +$169K | ﹤0.01% | 3034 |
|
|
2018
Q3 | $2.02M | Buy |
13,800
+2,500
| +22% | +$352K | ﹤0.01% | 3215 |
|
|
2018
Q2 | $1.5M | Buy |
11,300
+400
| +4% | +$59.9K | ﹤0.01% | 3425 |
|
|
2018
Q1 | $1.77M | Sell |
10,900
-14,100
| -56% | -$2.42M | ﹤0.01% | 3242 |
|
|
2017
Q4 | $4.42M | Sell |
25,000
-500
| -2% | -$85.5K | ﹤0.01% | 2476 |
|
|
2017
Q3 | $4.29M | Sell |
25,500
-27,700
| -52% | -$4.48M | ﹤0.01% | 2354 |
|
|
2017
Q2 | $8.63M | Buy |
+53,200
| New | +$8.26M | ﹤0.01% | 1667 |
|
|
2017
Q1 | – | Sell |
-21,000
| Closed | -$2.87M | – | 7676 |
|
|
2016
Q4 | $2.87M | Sell |
21,000
-9,000
| -30% | -$1.2M | ﹤0.01% | 2585 |
|
|
2016
Q3 | $3.84M | Sell |
30,000
-41,000
| -58% | -$4.98M | ﹤0.01% | 2272 |
|
|
2016
Q2 | $7.98M | Sell |
71,000
-21,300
| -23% | -$2.41M | 0.01% | 1559 |
|
|
2016
Q1 | $10.1M | Sell |
92,300
-11,000
| -11% | -$1.06M | 0.01% | 1320 |
|
|
2015
Q4 | $9.09M | Buy |
103,300
+45,700
| +79% | +$4.56M | 0.01% | 1464 |
|
|
2015
Q3 | $6.25M | Sell |
57,600
-600
| -1% | -$74.1K | ﹤0.01% | 1729 |
|
|
2015
Q2 | $7.63M | Buy |
58,200
+53,000
| +1,019% | +$7.29M | 0.01% | 1688 |
|
|
2015
Q1 | $721K | Sell |
5,200
-6,400
| -55% | -$902K | ﹤0.01% | 3851 |
|
|
2014
Q4 | $1.67M | Buy |
+11,600
| New | +$1.64M | ﹤0.01% | 3070 |
|
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.