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Accurate Wealth Management’s Cummins CMI Stock Holding History

Accurate Wealth Management’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 		$1.26M Buy
1,860
+339
+22% +$223K 0.12% 188
2026
Q1 		$937K Buy
1,521
+207
+16% +$117K 0.11% 205
2025
Q4 		$725K Buy
1,314
+138
+12% +$64.5K 0.09% 227
2025
Q3 		$490K Buy
1,176
+68
+6% +$26.1K 0.07% 295
2025
Q2 		$377K Buy
1,108
+52
+5% +$16.1K 0.06% 316
2025
Q1 		$302K Buy
+1,056
New +$372K 0.06% 284
2023
Q1 		– Sell
-97
Closed -$24K – 470
2022
Q4 		$24K Buy
+97
New +$23.1K 0.01% 628

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

Accurate Wealth Management's CMI Position: Q2 2026 in Review

Accurate Wealth Management increased its Cummins (CMI) stake by 22% in Q2 2026, buying an estimated $223K and bringing the position to 1,860 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #188.

Accurate Wealth Management first reported a position in CMI in Q4 2022 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Accurate Wealth Management held 1,860 shares of Cummins worth $1.26M as of Q2 2026.
  • Accurate Wealth Management bought 339 Cummins shares in Q2 2026, an estimated $223K.
  • Cummins made up 0.12% of Accurate Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Accurate Wealth Management first reported a position in Cummins in Q4 2022 and has held it in 7 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.