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Aprio Wealth Management’s Cummins CMI Stock Holding History

Aprio 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 		$1.02M Buy
1,426
+11
+0.8% +$7.25K 0.05% 231
2026
Q1 		$761K Buy
1,415
+232
+20% +$131K 0.04% 249
2025
Q4 		$711K Buy
1,183
+540
+84% +$252K 0.04% 249
2025
Q3 		$272K Buy
+643
New +$247K 0.03% 349

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

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

Aprio Wealth Management increased its Cummins (CMI) stake by 0.78% in Q2 2026, buying an estimated $7.25K and bringing the position to 1,426 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #231.

Aprio Wealth Management first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Aprio Wealth Management held 1,426 shares of Cummins worth $1.02M as of Q2 2026.
  • Aprio Wealth Management bought 11 Cummins shares in Q2 2026, an estimated $7.25K.
  • Cummins made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Aprio Wealth Management first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.