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Armis Advisers’s Cummins CMI Stock Holding History

Armis Advisers’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 		$731K Buy
1,078
+15
+1% +$9.88K 0.07% 207
2026
Q1 		$754K Buy
1,063
+13
+1% +$7.36K 0.07% 187
2025
Q4 		$560K Buy
1,050
+221
+27% +$103K 0.06% 211
2025
Q3 		$363K Buy
829
+181
+28% +$69.4K 0.03% 225
2025
Q2 		$220K Buy
+648
New +$201K 0.02% 428

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

Armis Advisers's CMI Position: Q2 2026 in Review

Armis Advisers increased its Cummins (CMI) stake by 1.4% in Q2 2026, buying an estimated $9.88K and bringing the position to 1,078 shares worth $731K. The position accounts for 0.07% of the portfolio, ranked #207.

Armis Advisers first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $754K in Q1 2026. 401 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Armis Advisers held 1,078 shares of Cummins worth $731K as of Q2 2026.
  • Armis Advisers bought 15 Cummins shares in Q2 2026, an estimated $9.88K.
  • Cummins made up 0.07% of Armis Advisers's portfolio in Q2 2026, its #207 holding.
  • Armis Advisers first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • Armis Advisers's Cummins position peaked at $754K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.