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Apella Capital’s Cummins CMI Stock Holding History

Apella Capital’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 		$941K Buy
1,426
+36
+3% +$23.7K 0.01% 378
2026
Q1 		$871K Buy
1,390
+173
+14% +$97.9K 0.01% 383
2025
Q4 		$621K Buy
1,217
+13
+1% +$6.08K 0.01% 328
2025
Q3 		$509K Sell
1,204
-45
-4% -$17.3K 0.01% 324
2025
Q2 		$410K Sell
1,249
-17
-1% -$5.26K 0.01% 318
2025
Q1 		$375K Buy
+1,266
New +$446K 0.01% 279

Other funds holding CMI

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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Apella Capital's CMI Position: Q2 2026 in Review

Apella Capital increased its Cummins (CMI) stake by 2.6% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,426 shares worth $941K. The position accounts for 0.01% of the portfolio, ranked #378.

Apella Capital first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Apella Capital held 1,426 shares of Cummins worth $941K as of Q2 2026.
  • Apella Capital bought 36 Cummins shares in Q2 2026, an estimated $23.7K.
  • Cummins made up 0.01% of Apella Capital's portfolio in Q2 2026, its #378 holding.
  • Apella Capital first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 396 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.