Winch Advisory Services’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $59.8K | Hold |
84
| – | – | 0.01% | 183 |
|
|
2026
Q1 | $45K | Buy |
84
+1
| +1% | +$566 | 0.01% | 185 |
|
|
2025
Q4 | $42.5K | Hold |
83
| – | – | 0.01% | 186 |
|
|
2025
Q3 | $35K | Hold |
83
| – | – | 0.01% | 193 |
|
|
2025
Q2 | $27K | Buy |
83
+1
| +1% | +$310 | 0.01% | 210 |
|
|
2025
Q1 | $25.7K | Hold |
82
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $28.5K | Buy |
82
+1
| +1% | +$351 | 0.01% | 201 |
|
|
2024
Q3 | $26.3K | Hold |
81
| – | – | 0.01% | 197 |
|
|
2024
Q2 | $22.4K | Buy |
81
+1
| +1% | +$286 | 0.01% | 202 |
|
|
2024
Q1 | $23.7K | Hold |
80
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $19.1K | Buy |
80
+1
| +1% | +$227 | 0.01% | 207 |
|
|
2023
Q3 | $18K | Hold |
79
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $19K | Buy |
79
+1
| +1% | +$226 | 0.01% | 198 |
|
|
2023
Q1 | $19K | Hold |
78
| – | – | 0.01% | 194 |
|
|
2022
Q4 | $19K | Buy |
78
+1
| +1% | +$238 | 0.01% | 187 |
|
|
2022
Q3 | $16K | Hold |
77
| – | – | 0.01% | 185 |
|
|
2022
Q2 | $15K | Buy |
77
+1
| +1% | +$200 | 0.01% | 202 |
|
|
2022
Q1 | $16K | Hold |
76
| – | – | 0.01% | 220 |
|
|
2021
Q4 | $17K | Buy |
76
+1
| +1% | +$228 | 0.01% | 223 |
|
|
2021
Q3 | $17K | Hold |
75
| – | – | 0.01% | 224 |
|
|
2021
Q2 | $18K | Buy |
75
+1
| +1% | +$256 | 0.01% | 214 |
|
|
2021
Q1 | $19K | Hold |
74
| – | – | 0.01% | 186 |
|
|
2020
Q4 | $17K | Hold |
74
| – | – | 0.01% | 169 |
|
|
2020
Q3 | $16K | Buy |
74
+1
| +1% | +$199 | 0.01% | 162 |
|
|
2020
Q2 | $13K | Hold |
73
| – | – | 0.01% | 172 |
|
|
2020
Q1 | $10K | Buy |
73
+1
| +1% | +$156 | 0.01% | 168 |
|
|
2019
Q4 | $13K | Buy |
72
+1
| +1% | +$176 | 0.01% | 186 |
|
|
2019
Q3 | $12K | Hold |
71
| – | – | 0.01% | 177 |
|
|
2019
Q2 | $12K | Buy |
71
+1
| +1% | +$164 | 0.01% | 182 |
|
|
2019
Q1 | $11K | Hold |
70
| – | – | 0.01% | 189 |
|
|
2018
Q4 | $9K | Buy |
70
+1
| +1% | +$141 | 0.01% | 182 |
|
|
2018
Q3 | $10K | Hold |
69
| – | – | 0.01% | 178 |
|
|
2018
Q2 | $9K | Sell |
69
-5,384
| -99% | -$806K | ﹤0.01% | 197 |
|
|
2018
Q1 | $884K | Sell |
5,453
-5,909
| -52% | -$1.02M | 0.52% | 44 |
|
|
2017
Q4 | $2.01M | Buy |
11,362
+510
| +5% | +$87.2K | 1.21% | 26 |
|
|
2017
Q3 | $1.82M | Buy |
10,852
+224
| +2% | +$36.2K | 1.19% | 27 |
|
|
2017
Q2 | $1.72M | Buy |
10,628
+195
| +2% | +$30.3K | 1.08% | 28 |
|
|
2017
Q1 | $1.58M | Buy |
+10,433
| New | +$1.54M | 1% | 29 |
|
|
2015
Q3 | – | Sell |
-71
| Closed | -$9K | – | 240 |
|
|
2015
Q2 | $9K | Hold |
71
| – | – | ﹤0.01% | 183 |
|
|
2015
Q1 | $10K | Buy |
+71
| New | +$10K | 0.01% | 149 |
|
|
2014
Q4 | – | Sell |
-70
| Closed | -$9K | – | 62 |
|
|
2014
Q3 | $9K | Sell |
70
-11,582
| -99% | -$1.67M | 0.01% | 141 |
|
|
2014
Q2 | $1.8M | Buy |
11,652
+7,323
| +169% | +$1.11M | 1.06% | 30 |
|
|
2014
Q1 | $645K | Buy |
+4,329
| New | +$602K | 0.41% | 52 |
|
Other funds holding CMI
Winch Advisory Services's CMI Position: Q2 2026 in Review
Winch Advisory Services held its Cummins (CMI) position steady in Q2 2026 at 84 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #183.
Winch Advisory Services first reported a position in CMI in Q1 2014 and has held it in 43 quarters since. The position peaked at $2.01M in Q4 2017. 2,092 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- Winch Advisory Services held 84 shares of Cummins worth $59.8K as of Q2 2026.
- Winch Advisory Services left its Cummins share count unchanged in Q2 2026.
- Cummins made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #183 holding.
- Winch Advisory Services first reported a position in Cummins in Q1 2014 and has held it in 43 quarters since.
- Winch Advisory Services's Cummins position peaked at $2.01M in Q4 2017.
- 2,092 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.