Atwood & Palmer’s Cummins CMI Stock Holding History

Atwood & Palmer’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	$3.57K	Hold	5	–	–	﹤0.01%	418
2026 Q1	$2.69K	Buy	+5	New	+$2.83K	﹤0.01%	429
2024 Q1	–	Sell	-18	Closed	-$4.31K	–	418
2023 Q4	$4.31K	Hold	18	–	–	﹤0.01%	344
2023 Q3	$4.11K	Hold	18	–	–	﹤0.01%	343
2023 Q2	$4.41K	Hold	18	–	–	﹤0.01%	347
2023 Q1	$4.3K	Hold	18	–	–	﹤0.01%	333
2022 Q4	$4.36K	Hold	18	–	–	﹤0.01%	352
2022 Q3	$4K	Hold	18	–	–	﹤0.01%	339
2022 Q2	$3K	Hold	18	–	–	﹤0.01%	369
2022 Q1	$4K	Hold	18	–	–	﹤0.01%	400
2021 Q4	$4K	Hold	18	–	–	﹤0.01%	407
2021 Q3	$4K	Hold	18	–	–	﹤0.01%	385
2021 Q2	$4K	Hold	18	–	–	﹤0.01%	375
2021 Q1	$5K	Buy	+18	New	+$4.5K	﹤0.01%	382

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

Atwood & Palmer's CMI Position: Q2 2026 in Review

Atwood & Palmer held its Cummins (CMI) position steady in Q2 2026 at 5 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Atwood & Palmer first reported a position in CMI in Q1 2021 and has held it in 14 quarters since. The position peaked at $5K in Q1 2021. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Atwood & Palmer held 5 shares of Cummins worth $3.57K as of Q2 2026.
Atwood & Palmer left its Cummins share count unchanged in Q2 2026.
Cummins made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #418 holding.
Atwood & Palmer first reported a position in Cummins in Q1 2021 and has held it in 14 quarters since.
Atwood & Palmer's Cummins position peaked at $5K in Q1 2021.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.