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Beaird Harris Wealth Management’s Cummins CMI Stock Holding History

Beaird Harris 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 		$42.1K Hold
59
– – ﹤0.01% 273
2026
Q1 		$31.7K Hold
59
– – ﹤0.01% 285
2025
Q4 		$30.1K Sell
59
-46
-44% -$21.5K ﹤0.01% 301
2025
Q3 		$44.3K Buy
105
+1
+1% +$383 ﹤0.01% 257
2025
Q2 		$34.1K Buy
104
+6
+6% +$1.86K ﹤0.01% 290
2025
Q1 		$30.7K Hold
98
– – ﹤0.01% 268
2024
Q4 		$34.2K Buy
+98
New +$34.4K ﹤0.01% 263
2024
Q2 		– Sell
-3
Closed -$884 – 729
2024
Q1 		$884 Hold
3
– – ﹤0.01% 553
2023
Q4 		$719 Buy
+3
New +$682 ﹤0.01% 549
2023
Q1 		– Sell
-26
Closed -$6.3K – 531
2022
Q4 		$6.3K Buy
+26
New +$6.18K ﹤0.01% 381

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

Beaird Harris Wealth Management's CMI Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 59 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Beaird Harris Wealth Management first reported a position in CMI in Q4 2022 and has held it in 10 quarters since. The position peaked at $44.3K in Q3 2025. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Beaird Harris Wealth Management held 59 shares of Cummins worth $42.1K as of Q2 2026.
  • Beaird Harris Wealth Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Beaird Harris Wealth Management first reported a position in Cummins in Q4 2022 and has held it in 10 quarters since.
  • Beaird Harris Wealth Management's Cummins position peaked at $44.3K in Q3 2025.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.