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BCS Wealth Management’s Cummins CMI Stock Holding History

BCS 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 		$233K Buy
+326
New +$215K 0.04% 253
2026
Q1 		– Sell
-628
Closed -$321K – 265
2025
Q4 		$321K Buy
+628
New +$294K 0.03% 281

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

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

BCS Wealth Management opened a new position in Cummins (CMI) in Q2 2026: 326 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #253 among its holdings. This is a return to the name: BCS Wealth Management previously reported a position in CMI as recently as Q4 2025.

BCS Wealth Management first reported a position in CMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $321K in Q4 2025. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • BCS Wealth Management held 326 shares of Cummins worth $233K as of Q2 2026.
  • Cummins was a new BCS Wealth Management position in Q2 2026.
  • Cummins made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #253 holding.
  • BCS Wealth Management first reported a position in Cummins in Q4 2025 and has held it in 2 quarters since.
  • BCS Wealth Management's Cummins position peaked at $321K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.