Summit Financial Wealth Advisors, LLC Cummins Inc Transaction History

Summit Financial Wealth Advisors, LLC

$609 Million
Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Cummins Inc stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 32,707 shares of CMI stock, worth $14.2 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

32,707

Previous 32,837 0.4%

Holding current value

$14.2 Million

Previous $10.8 Million 28.45%

% of portfolio

2.27%

Previous 1.99%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	SELL	$327.85 - $426.39 $42,620 - $55,430	-130 Reduced 0.4%	32,707 $13.8 Million
Q2 2025 Sep 29, 2025	SELL	$267.12 - $336.65 $319,475 - $402,633	-1,196 Reduced 3.51%	32,837 $10.8 Million
Q1 2025 May 14, 2025	SELL	$312.92 - $386.07 $76,352 - $94,201	-244 Reduced 0.71%	34,033 $10.7 Million
Q4 2024 Feb 13, 2025	BUY	$324.93 - $383.42 $28,593 - $33,740	88 Added 0.26%	34,277 $11.9 Million
Q3 2024 Nov 13, 2024	SELL	$266.63 - $326.4 $21,330 - $26,112	-80 Reduced 0.23%	34,189 $11.1 Million
Q2 2024 Aug 12, 2024	SELL	$266.48 - $302.86 $247,826 - $281,659	-930 Reduced 2.64%	34,269 $9.49 Million
Q1 2024 May 02, 2024	BUY	$229.21 - $294.69 $74,264 - $95,479	324 Added 0.93%	35,199 $10.4 Million
Q4 2023 Jan 19, 2024	SELL	$215.24 - $248.27 $24,752 - $28,551	-115 Reduced 0.33%	34,875 $8.36 Million
Q3 2023 Nov 13, 2023	SELL	$228.46 - $264.99 $694,518 - $805,569	-3,040 Reduced 7.99%	34,990 $7.99 Million
Q2 2023 Jul 12, 2023	SELL	$204.41 - $245.16 $83,808 - $100,515	-410 Reduced 1.07%	38,030 $9.32 Million
Q1 2023 Apr 10, 2023	BUY	$223.9 - $258.06 $94,709 - $109,159	423 Added 1.11%	38,440 $9.18 Million
Q4 2022 Jan 17, 2023	SELL	$209.59 - $251.44 $19,282 - $23,132	-92 Reduced 0.24%	38,017 $0
Q3 2022 Oct 28, 2022	BUY	$194.08 - $232.4 $7.4 Million - $8.86 Million	38,109 New	38,109 $9.11 Million
Q4 2019 Jan 28, 2020	SELL	$153.14 - $186.44 $193,262 - $235,287	-1,262 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$142.02 - $175.37 $2,414 - $2,981	17 Added 1.37%	1,262 $205,000
Q1 2019 May 01, 2019	BUY	$130.74 - $160.55 $162,771 - $199,884	1,245 New	1,245 $201,000
Q2 2018 Jul 06, 2018	SELL	$132.32 - $170.83 $191,864 - $247,703	-1,450 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	$155.42 - $192.5 $225,358 - $279,125	1,450 New	1,450 $235,000
Q1 2018 Apr 06, 2018	SELL	$155.42 - $192.5 $229,710 - $284,515	-1,478 Closed	0 $0
Q4 2017 Feb 05, 2018	SELL	$159.41 - $180.35 $223,492 - $252,850	-1,402 Reduced 48.68%	1,478 $261,000
Q3 2017 Nov 06, 2017	SELL	$150.79 - $168.35 $82,331 - $91,919	-546 Reduced 15.94%	2,880 $484,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,426	3,426 $556,000

Others Institutions Holding CMI

# of Institutions

1,783

Shares Held

117M

Call Options Held

509K

Put Options Held

428K

View Full List

About CUMMINS INC

Ticker CMI
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 140,992,000
Market Cap $61.2B
Description
Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and New Power. The company offers diesel and natural gas-powered engines under the Cummins and other c...

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Summit Financial Wealth Advisors, LLC Cummins Inc Transaction History