180 Wealth Advisors’s Cummins CMI Stock Holding History

180 Wealth Advisors’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 Q2	$227K	Buy	+318	New	+$210K	0.02%	439
2024 Q1	–	Sell	-1,741	Closed	-$420K	–	407
2023 Q4	$420K	Buy	1,741 +122	+8%	+$27.7K	0.08%	225
2023 Q3	$370K	Buy	+1,619	New	+$391K	0.08%	232
2023 Q2	–	Sell	-1,846	Closed	-$441K	–	372
2023 Q1	$441K	Buy	+1,846	New	+$451K	0.1%	204
2019 Q3	–	Sell	-2,297	Closed	-$367K	–	259
2019 Q2	$367K	Sell	2,297 -30	-1%	-$4.91K	0.17%	153
2019 Q1	$385K	Buy	2,327 +595	+34%	+$89.3K	0.17%	147
2018 Q4	$253K	Hold	1,732	–	–	0.12%	205
2018 Q3	$253K	Buy	+1,732	New	+$244K	0.12%	206
2018 Q1	–	Sell	-2,304	Closed	-$407K	–	233
2017 Q4	$407K	Buy	+2,304	New	+$394K	0.21%	129

Other funds holding CMI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

180 Wealth Advisors's CMI Position: Q2 2026 in Review

180 Wealth Advisors opened a new position in Cummins (CMI) in Q2 2026: 318 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #439 among its holdings. This is a return to the name: 180 Wealth Advisors previously reported a position in CMI as recently as Q4 2023.

180 Wealth Advisors first reported a position in CMI in Q4 2017 and has held it in 9 quarters since. The position peaked at $441K in Q1 2023. 396 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

180 Wealth Advisors held 318 shares of Cummins worth $227K as of Q2 2026.
Cummins was a new 180 Wealth Advisors position in Q2 2026.
Cummins made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #439 holding.
180 Wealth Advisors first reported a position in Cummins in Q4 2017 and has held it in 9 quarters since.
180 Wealth Advisors's Cummins position peaked at $441K in Q1 2023.
396 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.