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Aaron Wealth Advisors’s Cummins CMI Stock Holding History

Aaron 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 		$3.03M Sell
4,248
-51
-1% -$33.6K 0.15% 84
2026
Q1 		$2.31M Sell
4,299
-3
-0.1% -$1.7K 0.13% 93
2025
Q4 		$2.2M Buy
4,302
+144
+3% +$67.3K 0.12% 115
2025
Q3 		$1.76M Buy
4,158
+2,538
+157% +$973K 0.1% 127
2025
Q2 		$531K Buy
1,620
+373
+30% +$115K 0.05% 220
2025
Q1 		$391K Sell
1,247
-79
-6% -$27.8K 0.04% 267
2024
Q4 		$462K Buy
1,326
+272
+26% +$95.6K 0.05% 219
2024
Q3 		$341K Buy
1,054
+230
+28% +$68.1K 0.04% 269
2024
Q2 		$228K Sell
824
-1
-0.1% -$286 0.03% 286
2024
Q1 		$243K Sell
825
-93
-10% -$24K 0.03% 256
2023
Q4 		$220K Buy
918
+3
+0.3% +$682 0.04% 232
2023
Q3 		$209K Buy
915
+42
+5% +$10.1K 0.03% 244
2023
Q2 		$214K Sell
873
-72
-8% -$16.3K 0.03% 240
2023
Q1 		$226K Buy
945
+53
+6% +$12.9K 0.03% 230
2022
Q4 		$216K Buy
+892
New +$212K 0.03% 227
2022
Q2 		– Sell
-106,452
Closed -$519K – 320
2022
Q1 		$519K Buy
+106,452
New +$23M 0.01% 501

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Aaron Wealth Advisors reduced its Cummins (CMI) stake by 1.2% in Q2 2026, selling an estimated $33.6K and leaving 4,248 shares worth $3.03M. The position accounts for 0.15% of the portfolio, ranked #84.

Aaron Wealth Advisors first reported a position in CMI in Q1 2022 and has held it in 16 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Aaron Wealth Advisors held 4,248 shares of Cummins worth $3.03M as of Q2 2026.
  • Aaron Wealth Advisors sold 51 Cummins shares in Q2 2026, an estimated $33.6K.
  • Cummins made up 0.15% of Aaron Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Aaron Wealth Advisors first reported a position in Cummins in Q1 2022 and has held it in 16 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.