AWM
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Avior Wealth Management’s Cummins CMI Stock Holding History

Avior 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 		$311K Buy
436
+36
+9% +$23.7K 0.01% 651
2026
Q1 		$215K Buy
+400
New +$226K 0.01% 783
2025
Q1 		– Sell
-347
Closed -$121K – 1041
2024
Q4 		$121K Buy
347
+5
+1% +$1.76K ﹤0.01% 841
2024
Q3 		$111K Buy
342
+106
+45% +$31.4K ﹤0.01% 854
2024
Q2 		$65.4K Sell
236
-92
-28% -$26.3K ﹤0.01% 1001
2024
Q1 		$96.6K Buy
328
+313
+2,087% +$80.7K ﹤0.01% 978
2023
Q4 		$3.59K Hold
15
– – ﹤0.01% 1237
2023
Q3 		$3.43K Hold
15
– – ﹤0.01% 1301
2023
Q2 		$3.68K Hold
15
– – ﹤0.01% 1260
2023
Q1 		$3.58K Buy
+15
New +$3.66K ﹤0.01% 1295
2022
Q2 		– Sell
-66
Closed -$13K – 1081
2022
Q1 		$13K Buy
+66
New +$14.3K ﹤0.01% 789
2019
Q1 		– Sell
-842
Closed -$112K – 655
2018
Q4 		$112K Sell
842
-620
-42% -$87.5K 0.03% 420
2018
Q3 		$214K Hold
1,462
– – 0.05% 325
2018
Q2 		$194K Sell
1,462
-5
-0.3% -$748 0.04% 331
2018
Q1 		$238K Sell
1,467
-128
-8% -$22K 0.06% 273
2017
Q4 		$282K Buy
+1,595
New +$273K 0.06% 256
2014
Q2 		– Sell
-179
Closed -$27K – 327
2014
Q1 		$27K Buy
+179
New +$24.9K 0.02% 172

Other funds holding CMI

Robeco Institutional Asset Management
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
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

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

Avior Wealth Management increased its Cummins (CMI) stake by 9% in Q2 2026, buying an estimated $23.7K and bringing the position to 436 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #651.

Avior Wealth Management first reported a position in CMI in Q1 2014 and has held it in 17 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Avior Wealth Management held 436 shares of Cummins worth $311K as of Q2 2026.
  • Avior Wealth Management bought 36 Cummins shares in Q2 2026, an estimated $23.7K.
  • Cummins made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #651 holding.
  • Avior Wealth Management first reported a position in Cummins in Q1 2014 and has held it in 17 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.