BRWA
CMI icon

B. Riley Wealth Advisors’s Cummins CMI Stock Holding History

B. Riley Wealth Advisors’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 		$1.21M Sell
1,758
-338
-16% -$223K 0.07% 267
2026
Q1 		$1.07M Sell
2,096
-357
-15% -$202K 0.07% 275
2025
Q4 		$1.25M Buy
2,453
+382
+18% +$179K 0.06% 303
2025
Q3 		$875K Sell
2,071
-1,565
-43% -$600K 0.04% 371
2025
Q2 		$1.19M Buy
+3,636
New +$1.13M 0.06% 312
2024
Q4 		$1.52M Sell
4,354
-489
-10% -$172K 0.05% 333
2024
Q3 		$1.57M Sell
4,843
-42
-0.9% -$12.4K 0.04% 383
2024
Q2 		$1.35M Sell
4,885
-2,369
-33% -$677K 0.03% 443
2024
Q1 		$1.66M Buy
7,254
+966
+15% +$249K 0.04% 403
2023
Q4 		$1.51M Sell
6,288
-966
-13% -$220K 0.04% 424
2023
Q3 		$1.66M Sell
7,254
-9,576
-57% -$2.31M 0.04% 403
2023
Q2 		$4.13M Buy
16,830
+8,480
+102% +$1.92M 0.09% 222
2023
Q1 		$1.99M Sell
8,350
-640
-7% -$156K 0.05% 344
2022
Q4 		$2.18M Sell
8,990
-71
-0.8% -$16.9K 0.06% 312
2022
Q3 		$1.84M Buy
9,061
+3,575
+65% +$761K 0.06% 329
2022
Q2 		$1.06M Sell
5,486
-1,463
-21% -$292K 0.04% 401
2022
Q1 		$1.43M Sell
6,949
-608
-8% -$131K 0.05% 378
2021
Q4 		$1.65M Buy
7,557
+5
+0.1% +$1.14K 0.05% 391
2021
Q3 		$1.7M Sell
7,552
-1,705
-18% -$400K 0.05% 380
2021
Q2 		$2.26M Buy
9,257
+2,714
+41% +$694K 0.07% 308
2021
Q1 		$1.69M Buy
6,543
+3,041
+87% +$760K 0.06% 350
2020
Q4 		$795K Buy
3,502
+41
+1% +$9.21K 0.04% 393
2020
Q3 		$721K Buy
3,461
+222
+7% +$44.2K 0.04% 404
2020
Q2 		$562K Sell
3,239
-735
-18% -$117K 0.04% 415
2020
Q1 		$539K Sell
3,974
-6,810
-63% -$1.06M 0.05% 365
2019
Q4 		$1.93M Buy
10,784
+4,202
+64% +$740K 0.16% 141
2019
Q3 		$1.07M Buy
6,582
+3,470
+112% +$555K 0.11% 215
2019
Q2 		$532K Sell
3,112
-400
-11% -$65.5K 0.06% 353
2019
Q1 		$554K Buy
3,512
+467
+15% +$70.1K 0.07% 303
2018
Q4 		$408K Buy
3,045
+605
+25% +$85.4K 0.06% 357
2018
Q3 		$357K Buy
2,440
+716
+42% +$101K 0.04% 440
2018
Q2 		$230K Sell
1,724
-1,300
-43% -$195K 0.03% 565
2018
Q1 		$491K Sell
3,024
-367
-11% -$63.1K 0.07% 318
2017
Q4 		$600K Buy
3,391
+2,028
+149% +$347K 0.08% 268
2017
Q3 		$230K Buy
+1,363
New +$221K 0.04% 458
2016
Q4 		– Sell
-1,939
Closed -$249K – 548
2016
Q3 		$249K Sell
1,939
-575
-23% -$69.8K 0.05% 462
2016
Q2 		$283K Sell
2,514
-383
-13% -$43.4K 0.06% 411
2016
Q1 		$318K Buy
2,897
+308
+12% +$29.8K 0.07% 333
2015
Q4 		$228K Buy
2,589
+252
+11% +$25.2K 0.05% 449
2015
Q3 		$255K Buy
2,337
+524
+29% +$64.7K 0.06% 403
2015
Q2 		$238K Sell
1,813
-669
-27% -$92K 0.06% 394
2015
Q1 		$344K Sell
2,482
-420
-14% -$59.2K 0.08% 316
2014
Q4 		$3.29K Buy
2,902
+906
+45% +$128K 0.07% 353
2014
Q3 		$263K Sell
1,996
-1,003
-33% -$145K 0.07% 406
2014
Q2 		$226K Buy
2,999
+1,495
+99% +$226K 0.05% 408
2014
Q1 		$224K Hold
1,504
– – 0.07% 345
2013
Q4 		$212K Buy
1,504
+190
+14% +$25.2K 0.07% 325
2013
Q3 		$175K Buy
+1,314
New +$162K 0.06% 382

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

B. Riley Wealth Advisors's CMI Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Cummins (CMI) stake by 16% in Q2 2026, selling an estimated $223K and leaving 1,758 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #267.

B. Riley Wealth Advisors first reported a position in CMI in Q3 2013 and has held it in 48 quarters since. The position peaked at $4.13M in Q2 2023. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • B. Riley Wealth Advisors held 1,758 shares of Cummins worth $1.21M as of Q2 2026.
  • B. Riley Wealth Advisors sold 338 Cummins shares in Q2 2026, an estimated $223K.
  • Cummins made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #267 holding.
  • B. Riley Wealth Advisors first reported a position in Cummins in Q3 2013 and has held it in 48 quarters since.
  • B. Riley Wealth Advisors's Cummins position peaked at $4.13M in Q2 2023.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.