United Capital Financial Advisors’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 | $2.99M | Buy |
5,549
+423
| +8% | +$239K | 0.02% | 468 |
|
|
2025
Q4 | $2.62M | Sell |
5,126
-47
| -0.9% | -$22K | 0.02% | 471 |
|
|
2025
Q3 | $2.19M | Buy |
5,173
+1,968
| +61% | +$755K | 0.02% | 450 |
|
|
2025
Q2 | $1.05M | Sell |
3,205
-101
| -3% | -$31.3K | 0.01% | 585 |
|
|
2025
Q1 | $1.04M | Buy |
3,306
+452
| +16% | +$159K | 0.01% | 559 |
|
|
2024
Q4 | $995K | Sell |
2,854
-10
| -0.3% | -$3.51K | 0.01% | 549 |
|
|
2024
Q3 | $927K | Buy |
2,864
+35
| +1% | +$10.4K | 0.01% | 560 |
|
|
2024
Q2 | $783K | Buy |
2,829
+136
| +5% | +$38.9K | 0.01% | 590 |
|
|
2024
Q1 | $793K | Sell |
2,693
-2,117
| -44% | -$546K | 0.01% | 621 |
|
|
2023
Q4 | $1.15M | Buy |
4,810
+1,610
| +50% | +$366K | 0.01% | 522 |
|
|
2023
Q3 | $731K | Sell |
3,200
-1,355
| -30% | -$327K | ﹤0.01% | 569 |
|
|
2023
Q2 | $1.12M | Sell |
4,555
-192
| -4% | -$43.5K | 0.01% | 527 |
|
|
2023
Q1 | $1.13M | Sell |
4,747
-15
| -0.3% | -$3.66K | 0.01% | 548 |
|
|
2022
Q4 | $1.15M | Sell |
4,762
-923
| -16% | -$220K | 0.01% | 579 |
|
|
2022
Q3 | $1.16M | Buy |
5,685
+41
| +0.7% | +$8.72K | 0.01% | 582 |
|
|
2022
Q2 | $1.09M | Buy |
5,644
+25
| +0.4% | +$5K | 0.01% | 623 |
|
|
2022
Q1 | $1.15M | Sell |
5,619
-461
| -8% | -$99.7K | 0.01% | 632 |
|
|
2021
Q4 | $1.33M | Sell |
6,080
-603
| -9% | -$137K | 0.01% | 623 |
|
|
2021
Q3 | $1.5M | Sell |
6,683
-1,417
| -17% | -$332K | 0.01% | 580 |
|
|
2021
Q2 | $1.98M | Buy |
8,100
+626
| +8% | +$160K | 0.01% | 541 |
|
|
2021
Q1 | $1.94M | Sell |
7,474
-1,381
| -16% | -$345K | 0.01% | 514 |
|
|
2020
Q4 | $2.01M | Sell |
8,855
-449
| -5% | -$101K | 0.01% | 505 |
|
|
2020
Q3 | $1.97M | Sell |
9,304
-815
| -8% | -$162K | 0.01% | 498 |
|
|
2020
Q2 | $1.75M | Buy |
10,119
+784
| +8% | +$125K | 0.01% | 545 |
|
|
2020
Q1 | $1.26M | Sell |
9,335
-1,652
| -15% | -$258K | 0.01% | 581 |
|
|
2019
Q4 | $1.97M | Buy |
10,987
+1,981
| +22% | +$349K | 0.01% | 612 |
|
|
2019
Q3 | $1.47M | Sell |
9,006
-31,288
| -78% | -$5.01M | 0.01% | 648 |
|
|
2019
Q2 | $6.9M | Sell |
40,294
-1,561
| -4% | -$256K | 0.05% | 359 |
|
|
2019
Q1 | $6.61M | Buy |
41,855
+2,541
| +6% | +$381K | 0.05% | 358 |
|
|
2018
Q4 | $5.25M | Sell |
39,314
-18,605
| -32% | -$2.63M | 0.04% | 361 |
|
|
2018
Q3 | $8.46M | Buy |
57,919
+39,973
| +223% | +$5.63M | 0.06% | 334 |
|
|
2018
Q2 | $2.39M | Buy |
17,946
+55
| +0.3% | +$8.23K | 0.02% | 555 |
|
|
2018
Q1 | $2.9M | Buy |
17,891
+400
| +2% | +$68.7K | 0.02% | 503 |
|
|
2017
Q4 | $3.1M | Sell |
17,491
-54
| -0.3% | -$9.23K | 0.02% | 493 |
|
|
2017
Q3 | $2.95M | Buy |
17,545
+9,678
| +123% | +$1.57M | 0.03% | 492 |
|
|
2017
Q2 | $1.28M | Buy |
7,867
+1,581
| +25% | +$245K | 0.01% | 698 |
|
|
2017
Q1 | $950K | Sell |
6,286
-84
| -1% | -$12.4K | 0.01% | 760 |
|
|
2016
Q4 | $871K | Sell |
6,370
-2,057
| -24% | -$275K | 0.01% | 783 |
|
|
2016
Q3 | $1.08M | Buy |
8,427
+3,831
| +83% | +$465K | 0.01% | 752 |
|
|
2016
Q2 | $515K | Sell |
4,596
-1,193
| -21% | -$135K | 0.01% | 908 |
|
|
2016
Q1 | $636K | Sell |
5,789
-149
| -3% | -$14.4K | 0.01% | 811 |
|
|
2015
Q4 | $523K | Buy |
5,938
+1,118
| +23% | +$112K | 0.01% | 871 |
|
|
2015
Q3 | $523K | Buy |
4,820
+387
| +9% | +$47.8K | 0.01% | 882 |
|
|
2015
Q2 | $582K | Buy |
4,433
+664
| +18% | +$91.3K | 0.01% | 863 |
|
|
2015
Q1 | $521K | Buy |
3,769
+800
| +27% | +$113K | 0.01% | 882 |
|
|
2014
Q4 | $428K | Sell |
2,969
-247
| -8% | -$34.9K | 0.01% | 867 |
|
|
2014
Q3 | $424K | Buy |
+3,216
| New | +$464K | 0.01% | 832 |
|
|
2014
Q2 | – | Sell |
-3,250
| Closed | -$484K | – | 813 |
|
|
2014
Q1 | $484K | Buy |
+3,250
| New | +$452K | 0.01% | 640 |
|
|
2013
Q4 | – | Sell |
-1,634
| Closed | -$217K | – | 657 |
|
|
2013
Q3 | $217K | Buy |
+1,634
| New | +$202K | 0.01% | 618 |
|
Other funds holding CMI
VCM
VPM
United Capital Financial Advisors's CMI Position: Q1 2026 in Review
United Capital Financial Advisors increased its Cummins (CMI) stake by 8.3% in Q1 2026, buying an estimated $239K and bringing the position to 5,549 shares worth $2.99M. The position accounts for 0.02% of the portfolio, ranked #468.
United Capital Financial Advisors first reported a position in CMI in Q3 2013 and has held it in 49 quarters since. The position peaked at $8.46M in Q3 2018. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.
- United Capital Financial Advisors held 5,549 shares of Cummins worth $2.99M as of Q1 2026.
- United Capital Financial Advisors bought 423 Cummins shares in Q1 2026, an estimated $239K.
- Cummins made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #468 holding.
- United Capital Financial Advisors first reported a position in Cummins in Q3 2013 and has held it in 49 quarters since.
- United Capital Financial Advisors's Cummins position peaked at $8.46M in Q3 2018.
- 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.