Atticus Wealth Management
CMI icon

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
Q3 		$764K Buy
1,480
+49
+3% +$29.6K 0.17% 79
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Atticus Wealth Management's CMI Position: Q3 2026 in Review

Atticus Wealth Management increased its Cummins (CMI) stake by 3.4% in Q3 2026, buying an estimated $29.6K and bringing the position to 1,480 shares worth $764K. The position accounts for 0.17% of the portfolio, ranked #79.

Atticus Wealth Management first reported a position in CMI in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q2 2026. 994 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Atticus Wealth Management held 1,480 shares of Cummins worth $764K as of Q3 2026.
  • Atticus Wealth Management bought 49 Cummins shares in Q3 2026, an estimated $29.6K.
  • Cummins made up 0.17% of Atticus Wealth Management's portfolio in Q3 2026, its #79 holding.
  • Atticus Wealth Management first reported a position in Cummins in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Cummins position peaked at $1.02M in Q2 2026.
  • 994 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.