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Atlas Brown’s Cummins CMI Stock Holding History

Atlas Brown’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 		$2.26M Sell
3,169
-1,995
-39% -$1.31M 0.61% 42
2026
Q1 		$2.78M Sell
5,164
-78
-1% -$44.1K 0.84% 30
2025
Q4 		$2.68M Buy
5,242
+7
+0.1% +$3.27K 0.8% 29
2025
Q3 		$2.21M Buy
5,235
+9
+0.2% +$3.45K 0.65% 42
2025
Q2 		$1.71M Buy
5,226
+21
+0.4% +$6.5K 0.55% 51
2025
Q1 		$1.63M Sell
5,205
-3
-0.1% -$1.06K 0.57% 49
2024
Q4 		$1.82M Buy
5,208
+3,103
+147% +$1.09M 0.62% 42
2024
Q3 		$682K Buy
2,105
+1
+0% +$296 0.24% 100
2024
Q2 		$583K Buy
2,104
+104
+5% +$29.7K 0.21% 111
2024
Q1 		$589K Hold
2,000
– – 0.21% 104
2023
Q4 		$479K Hold
2,000
– – 0.2% 115
2023
Q3 		$457K Buy
2,000
+100
+5% +$24.1K 0.21% 109
2023
Q2 		$466K Buy
1,900
+200
+12% +$45.3K 0.2% 116
2023
Q1 		$406K Buy
1,700
+100
+6% +$24.4K 0.19% 125
2022
Q4 		$388K Hold
1,600
– – 0.19% 126
2022
Q3 		$326K Hold
1,600
– – 0.17% 131
2022
Q2 		$310K Hold
1,600
– – 0.15% 138
2022
Q1 		$328K Hold
1,600
– – 0.13% 140
2021
Q4 		$349K Buy
1,600
+100
+7% +$22.8K 0.14% 141
2021
Q3 		$337K Hold
1,500
– – 0.15% 140
2021
Q2 		$366K Hold
1,500
– – 0.16% 136
2021
Q1 		$389K Hold
1,500
– – 0.18% 129
2020
Q4 		$341K Hold
1,500
– – 0.18% 130
2020
Q3 		$317K Hold
1,500
– – 0.19% 122
2020
Q2 		$260K Hold
1,500
– – 0.16% 129
2020
Q1 		$203K Buy
1,500
+100
+7% +$15.6K 0.16% 131
2019
Q4 		$251K Hold
1,400
– – 0.16% 134
2019
Q3 		$228K Buy
1,400
+100
+8% +$16K 0.16% 134
2019
Q2 		$223K Hold
1,300
– – 0.15% 142
2019
Q1 		$205K Buy
+1,300
New +$195K 0.15% 143
2015
Q2 		– Sell
-1,013
Closed -$140K – 112
2015
Q1 		$140K Sell
1,013
-125
-11% -$17.6K 0.04% 107
2014
Q4 		$164K Buy
+1,138
New +$161K 0.04% 102

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Atlas Brown's CMI Position: Q2 2026 in Review

Atlas Brown reduced its Cummins (CMI) stake by 39% in Q2 2026, selling an estimated $1.31M and leaving 3,169 shares worth $2.26M. The position accounts for 0.61% of the portfolio, ranked #42.

Atlas Brown first reported a position in CMI in Q4 2014 and has held it in 32 quarters since. The position peaked at $2.78M in Q1 2026. 643 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Atlas Brown held 3,169 shares of Cummins worth $2.26M as of Q2 2026.
  • Atlas Brown sold 1,995 Cummins shares in Q2 2026, an estimated $1.31M.
  • Cummins made up 0.61% of Atlas Brown's portfolio in Q2 2026, its #42 holding.
  • Atlas Brown first reported a position in Cummins in Q4 2014 and has held it in 32 quarters since.
  • Atlas Brown's Cummins position peaked at $2.78M in Q1 2026.
  • 643 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.