Atlantic Edge Private Wealth Management’s Cummins CMI Stock Holding History

Atlantic Edge Private 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	$4.01M	Buy	5,622 +164	+3%	+$108K	0.82%	32
2026 Q1	$2.94M	Sell	5,458 -89	-2%	-$50.4K	0.72%	33
2025 Q4	$2.83M	Sell	5,547 -10	-0.2%	-$4.67K	0.7%	36
2025 Q3	$2.35M	Buy	5,557 +96	+2%	+$36.8K	0.6%	44
2025 Q2	$1.79M	Sell	5,461 -67	-1%	-$20.7K	0.49%	51
2025 Q1	$1.73M	Buy	5,528 +45	+0.8%	+$15.9K	0.53%	48
2024 Q4	$1.91M	Sell	5,483 -20	-0.4%	-$7.03K	0.59%	45
2024 Q3	$1.78M	Buy	5,503 +130	+2%	+$38.5K	0.54%	46
2024 Q2	$1.49M	Buy	5,373 +35	+0.7%	+$10K	0.5%	52
2024 Q1	$1.57M	Buy	5,338 +373	+8%	+$96.1K	0.54%	44
2023 Q4	$1.19M	Buy	+4,965	New	+$1.13M	0.48%	55

Other funds holding CMI

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 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) 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

Atlantic Edge Private Wealth Management's CMI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Cummins (CMI) stake by 3% in Q2 2026, buying an estimated $108K and bringing the position to 5,622 shares worth $4.01M. The position accounts for 0.82% of the portfolio, ranked #32.

Atlantic Edge Private Wealth Management first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Atlantic Edge Private Wealth Management held 5,622 shares of Cummins worth $4.01M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 164 Cummins shares in Q2 2026, an estimated $108K.
Cummins made up 0.82% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #32 holding.
Atlantic Edge Private Wealth Management first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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