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Advocate Group’s Cummins CMI Stock Holding History

Advocate Group’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 		$10.1M Sell
14,172
-3,976
-22% -$2.62M 1.52% 20
2026
Q1 		$9.76M Sell
18,148
-1,198
-6% -$678K 1.53% 22
2025
Q4 		$9.87M Sell
19,346
-2,790
-13% -$1.3M 1.6% 21
2025
Q3 		$9.35M Sell
22,136
-525
-2% -$201K 1.54% 20
2025
Q2 		$7.42M Buy
22,661
+307
+1% +$95K 1.33% 30
2025
Q1 		$7.01M Sell
22,354
-251
-1% -$88.4K 1.28% 36
2024
Q4 		$7.88M Sell
22,605
-546
-2% -$192K 1.48% 28
2024
Q3 		$7.5M Buy
23,151
+192
+0.8% +$56.9K 1.36% 31
2024
Q2 		$6.36M Buy
22,959
+185
+0.8% +$52.9K 1.28% 33
2024
Q1 		$6.71M Buy
22,774
+39
+0.2% +$10.1K 1.33% 32
2023
Q4 		$5.45M Sell
22,735
-2,708
-11% -$616K 1.17% 37
2023
Q3 		$5.81M Sell
25,443
-2,154
-8% -$520K 1.35% 29
2023
Q2 		$6.77M Sell
27,597
-608
-2% -$138K 1.49% 22
2023
Q1 		$6.74M Sell
28,205
-1,078
-4% -$263K 1.47% 24
2022
Q4 		$7.09M Buy
29,283
+1,202
+4% +$286K 1.53% 23
2022
Q3 		$5.71M Buy
28,081
+1,010
+4% +$215K 1.41% 26
2022
Q2 		$5.24M Buy
+27,071
New +$5.41M 1.22% 36

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

Advocate Group's CMI Position: Q2 2026 in Review

Advocate Group reduced its Cummins (CMI) stake by 22% in Q2 2026, selling an estimated $2.62M and leaving 14,172 shares worth $10.1M. The position accounts for 1.52% of the portfolio, ranked #20.

Advocate Group first reported a position in CMI in Q2 2022 and has held it in 17 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Advocate Group held 14,172 shares of Cummins worth $10.1M as of Q2 2026.
  • Advocate Group sold 3,976 Cummins shares in Q2 2026, an estimated $2.62M.
  • Cummins made up 1.52% of Advocate Group's portfolio in Q2 2026, its #20 holding.
  • Advocate Group first reported a position in Cummins in Q2 2022 and has held it in 17 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.