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Amplius Wealth Advisors’s Cummins CMI Stock Holding History

Amplius 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 		$243K Buy
+341
New +$225K 0.02% 185
2022
Q1 		– Sell
-77
Closed -$16K – 301
2021
Q4 		$16K Buy
+77
New +$17.5K ﹤0.01% 502

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

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

Amplius Wealth Advisors opened a new position in Cummins (CMI) in Q2 2026: 341 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in CMI as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in CMI in Q4 2021 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Amplius Wealth Advisors held 341 shares of Cummins worth $243K as of Q2 2026.
  • Cummins was a new Amplius Wealth Advisors position in Q2 2026.
  • Cummins made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • Amplius Wealth Advisors first reported a position in Cummins in Q4 2021 and has held it in 2 quarters since.
  • 629 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.