Rothwell Investment Advisors, LLC’s Cummins CMI Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$351K	Buy	+680	New	+$410K	0.19%	108

Other funds holding CMI

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CMI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Cummins (CMI) in Q3 2026: 680 shares worth $351K. The stake represents 0.19% of the portfolio and ranks #108 among its holdings.

1,115 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Rothwell Investment Advisors, LLC held 680 shares of Cummins worth $351K as of Q3 2026.
Cummins was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Cummins made up 0.19% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #108 holding.
1,115 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.