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Atticus Wealth Management’s Cummins CMI Stock Holding History

Atticus 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
1,431
+1
+0.1% +$659 0.24% 67
2026
Q1 		$770K Buy
1,430
+1
+0.1% +$566 0.21% 76
2025
Q4 		$729K Sell
1,429
-2
-0.1% -$935 0.18% 84
2025
Q3 		$604K Buy
1,431
+61
+4% +$23.4K 0.15% 97
2025
Q2 		$449K Buy
1,370
+107
+8% +$33.1K 0.12% 95
2025
Q1 		$396K Hold
1,263
– – 0.13% 83
2024
Q4 		$440K Hold
1,263
– – 0.14% 77
2024
Q3 		$409K Hold
1,263
– – 0.13% 78
2024
Q2 		$350K Hold
1,263
– – 0.11% 82
2024
Q1 		$372K Hold
1,263
– – 0.12% 82
2023
Q4 		$303K Hold
1,263
– – 0.11% 97
2023
Q3 		$289K Hold
1,263
– – 0.11% 105
2023
Q2 		$310K Hold
1,263
– – 0.11% 102
2023
Q1 		$302K Hold
1,263
– – 0.12% 101
2022
Q4 		$306K Sell
1,263
-21
-2% -$5K 0.13% 101
2022
Q3 		$248K Hold
1,284
– – 0.12% 104
2022
Q2 		$248K Hold
1,284
– – 0.1% 119
2022
Q1 		$263K Buy
1,284
+21
+2% +$4.54K 0.1% 126
2021
Q4 		$276K Hold
1,263
– – 0.11% 110
2021
Q3 		$284K Hold
1,263
– – 0.12% 87
2021
Q2 		$308K Hold
1,263
– – 0.13% 89
2021
Q1 		$327K Hold
1,263
– – 0.16% 81
2020
Q4 		$287K Hold
1,263
– – 0.14% 83
2020
Q3 		$267K Hold
1,263
– – 0.16% 73
2020
Q2 		$219K Sell
1,263
-1,150
-48% -$184K 0.14% 84
2020
Q1 		$327K Hold
2,413
– – 0.26% 58
2019
Q4 		$432K Buy
+2,413
New +$425K 0.28% 55

Other funds holding CMI

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Atticus Wealth Management increased its Cummins (CMI) stake by 0.07% in Q2 2026, buying an estimated $659 and bringing the position to 1,431 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #67.

Atticus Wealth Management first reported a position in CMI in Q4 2019 and has held it in 27 quarters since. 337 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Atticus Wealth Management held 1,431 shares of Cummins worth $1.02M as of Q2 2026.
  • Atticus Wealth Management bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.24% of Atticus Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Atticus Wealth Management first reported a position in Cummins in Q4 2019 and has held it in 27 quarters since.
  • 337 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.