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VisionPoint Advisory Group’s Cummins CMI Stock Holding History

VisionPoint Advisory Group’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
Q3 		$223K Sell
432
-142
-25% -$85.7K 0.04% 417
2026
Q2 		$409K Buy
574
+79
+16% +$52.1K 0.07% 289
2026
Q1 		$266K Hold
495
– – 0.05% 358
2025
Q4 		$253K Sell
495
-47
-9% -$22K 0.05% 336
2025
Q3 		$229K Buy
+542
New +$208K 0.05% 361
2025
Q2 		– Sell
-903
Closed -$283K – 363
2025
Q1 		$283K Sell
903
-3,127
-78% -$1.1M 0.1% 171
2024
Q4 		$1.4M Sell
4,030
-45
-1% -$15.8K 0.48% 63
2024
Q3 		$1.32M Buy
4,075
+1,036
+34% +$307K 0.45% 67
2024
Q2 		$842K Buy
3,039
+827
+37% +$236K 0.3% 84
2024
Q1 		$652K Buy
2,212
+910
+70% +$235K 0.24% 100
2023
Q4 		$312K Buy
1,302
+790
+154% +$180K 0.12% 126
2023
Q3 		$117K Buy
512
+118
+30% +$28.5K 0.05% 175
2023
Q2 		$96.6K Buy
+394
New +$89.2K 0.04% 174
2021
Q1 		– Sell
-1,704
Closed -$387K – 116
2020
Q4 		$387K Sell
1,704
-11,190
-87% -$2.51M 0.2% 96
2020
Q3 		$2.72M Sell
12,894
-3,114
-19% -$620K 1.18% 14
2020
Q2 		$3.01M Sell
16,008
-573
-3% -$91.6K 1.22% 17
2020
Q1 		$2.24M Buy
+16,581
New +$2.59M 1.05% 25
2019
Q1 		– Sell
-5,525
Closed -$738K – 138
2018
Q4 		$738K Buy
+5,525
New +$780K 0.24% 52

Other funds holding CMI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

VisionPoint Advisory Group's CMI Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Cummins (CMI) stake by 25% in Q3 2026, selling an estimated $85.7K and leaving 432 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #417.

VisionPoint Advisory Group first reported a position in CMI in Q4 2018 and has held it in 18 quarters since. The position peaked at $3.01M in Q2 2020. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • VisionPoint Advisory Group held 432 shares of Cummins worth $223K as of Q3 2026.
  • VisionPoint Advisory Group sold 142 Cummins shares in Q3 2026, an estimated $85.7K.
  • Cummins made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #417 holding.
  • VisionPoint Advisory Group first reported a position in Cummins in Q4 2018 and has held it in 18 quarters since.
  • VisionPoint Advisory Group's Cummins position peaked at $3.01M in Q2 2020.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.