CMI CUMMINS INC

Ownership history in Advisory Resource Group  ·  11 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in CUMMINS INC (CMI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.15% (2025 Q4)
Avg. % of fund
0.97%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,801 -1,153 -8.3% 1.15% $6.5M $508.74
2025 Q3 REDUCED 13,954 -1,750 -11.1% 1.06% $5.9M $419.14
2025 Q2 ADDED 15,704 +1,023 +7.0% 0.99% $5.1M $323.35
2025 Q1 ADDED 14,681 +698 +5.0% 0.94% $4.6M $307.72
2024 Q4 REDUCED 13,983 -1,345 -8.8% 1.03% $4.9M $340.62
2024 Q3 ADDED 15,328 +155 +1.0% 1.06% $5.0M $314.81
2024 Q2 ADDED 15,173 +485 +3.3% 0.95% $4.2M $267.65
2024 Q1 ADDED 14,688 +839 +6.1% 0.99% $4.3M $283.11
2023 Q4 ADDED 13,849 +545 +4.1% 0.83% $3.3M $228.72
2023 Q3 ADDED 13,304 +524 +4.1% 0.82% $3.0M $216.47
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% of Fund (quarterly)    CMI price (monthly, adj. close)
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