Cummins shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Cummins (CMI) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Cummins
Tip: Access up to 7 years of quarterly data
All positions including Cummins held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Cummins by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 800 | 422.37 |
| 2025-06-30 | $262k | 800 | 327.50 |
| 2025-03-31 | $282k | 900 | 313.44 |
| 2024-12-31 | $314k | 900 | 348.60 |
| 2024-09-30 | $291k | 900 | 323.79 |
| 2024-06-30 | $249k | 900 | 276.93 |
| 2024-03-31 | $280k | 950 | 294.65 |
| 2023-12-31 | $228k | 950 | 239.57 |
| 2023-09-30 | $217k | 950 | 228.46 |
| 2023-06-30 | $233k | 950 | 245.16 |
| 2023-03-31 | $227k | 950 | 238.88 |
| 2022-12-31 | $206k | 850 | 242.29 |
| 2022-09-30 | $173k | 850 | 203.53 |
| 2022-06-30 | $165k | 850 | 194.12 |
| 2022-03-31 | $174k | 850 | 204.71 |
| 2021-12-31 | $185k | 850 | 217.65 |
| 2021-09-30 | $232k | 950 | 244.21 |
| 2021-06-30 | $232k | 950 | 244.21 |
| 2021-03-31 | $304k | 1.2k | 258.72 |
| 2020-12-31 | $267k | 1.2k | 227.23 |
| 2020-09-30 | $285k | 1.4k | 210.80 |
| 2020-06-30 | $226k | 1.3k | 173.58 |
| 2020-03-31 | $257k | 1.9k | 135.12 |
| 2019-12-31 | $358k | 2.0k | 178.82 |
| 2019-09-30 | $326k | 2.0k | 162.84 |
| 2019-06-30 | $270k | 1.6k | 171.43 |
| 2019-03-31 | $249k | 1.6k | 158.10 |
| 2018-12-31 | $210k | 1.6k | 133.33 |
| 2018-09-30 | $252k | 1.7k | 146.09 |
| 2018-06-30 | $229k | 1.7k | 132.75 |
| 2018-03-31 | $280k | 1.7k | 162.32 |
| 2017-12-31 | $305k | 1.7k | 176.81 |
| 2017-09-30 | $235k | 1.4k | 167.86 |
| 2017-06-30 | $227k | 1.4k | 162.14 |
| 2015-03-31 | $169k | 1.2k | 138.52 |
| 2014-12-31 | $176k | 1.2k | 144.26 |
| 2014-09-30 | $99k | 750 | 132.00 |
| 2014-06-30 | $254k | 1.7k | 149.15 |
| 2014-03-31 | $254k | 1.7k | 149.15 |
| 2013-12-31 | $198k | 1.4k | 141.13 |
| 2013-09-30 | $186k | 1.4k | 132.57 |
More positions owned by Optimum Investment Advisors
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