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Apollon Wealth Management’s Cummins CMI Stock Holding History

Apollon 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 		$11.9M Buy
16,653
+470
+3% +$310K 0.14% 137
2026
Q1 		$8.71M Buy
16,183
+2,294
+17% +$1.3M 0.14% 140
2025
Q4 		$7.09M Buy
13,889
+986
+8% +$461K 0.12% 158
2025
Q3 		$5.45M Sell
12,903
-235
-2% -$90.1K 0.1% 187
2025
Q2 		$4.3M Buy
13,138
+586
+5% +$181K 0.09% 204
2025
Q1 		$3.93M Buy
12,552
+960
+8% +$338K 0.09% 210
2024
Q4 		$4.04M Buy
11,592
+732
+7% +$257K 0.09% 194
2024
Q3 		$3.52M Sell
10,860
-252
-2% -$74.6K 0.1% 182
2024
Q2 		$3.08M Buy
11,112
+1,102
+11% +$315K 0.09% 195
2024
Q1 		$2.95M Sell
10,010
-405
-4% -$104K 0.09% 202
2023
Q4 		$2.5M Buy
10,415
+769
+8% +$175K 0.09% 209
2023
Q3 		$2.2M Buy
9,646
+2,303
+31% +$556K 0.11% 171
2023
Q2 		$1.8M Buy
7,343
+4,480
+156% +$1.01M 0.09% 232
2023
Q1 		$684K Sell
2,863
-78
-3% -$19K 0.04% 438
2022
Q4 		$713K Sell
2,941
-74
-2% -$17.6K 0.05% 398
2022
Q3 		$614K Buy
3,015
+511
+20% +$109K 0.05% 391
2022
Q2 		$485K Buy
2,504
+214
+9% +$42.8K 0.04% 435
2022
Q1 		$470K Sell
2,290
-122
-5% -$26.4K 0.03% 476
2021
Q4 		$526K Buy
+2,412
New +$550K 0.04% 454
2020
Q3 		– Sell
-13
Closed -$2K – 248
2020
Q2 		$2K Buy
+13
New +$2.08K ﹤0.01% 626

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

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

Apollon Wealth Management increased its Cummins (CMI) stake by 2.9% in Q2 2026, buying an estimated $310K and bringing the position to 16,653 shares worth $11.9M. The position accounts for 0.14% of the portfolio, ranked #137.

Apollon Wealth Management first reported a position in CMI in Q2 2020 and has held it in 20 quarters since. 565 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Apollon Wealth Management held 16,653 shares of Cummins worth $11.9M as of Q2 2026.
  • Apollon Wealth Management bought 470 Cummins shares in Q2 2026, an estimated $310K.
  • Cummins made up 0.14% of Apollon Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Apollon Wealth Management first reported a position in Cummins in Q2 2020 and has held it in 20 quarters since.
  • 565 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.