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Brady Martz Wealth Solutions’s Cummins CMI Stock Holding History

Brady Martz Wealth Solutions’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 		$599K Buy
840
+1
+0.1% +$659 0.09% 131
2026
Q1 		$452K Sell
839
-12
-1% -$6.79K 0.08% 136
2025
Q4 		$435K Sell
851
-176
-17% -$82.3K 0.08% 140
2025
Q3 		$434K Buy
1,027
+2
+0.2% +$767 0.08% 125
2025
Q2 		$336K Buy
1,025
+1
+0.1% +$310 0.07% 131
2025
Q1 		$321K Buy
1,024
+2
+0.2% +$705 0.07% 124
2024
Q4 		$372K Buy
+1,022
New +$359K 0.09% 119

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

Brady Martz Wealth Solutions's CMI Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Cummins (CMI) stake by 0.12% in Q2 2026, buying an estimated $659 and bringing the position to 840 shares worth $599K. The position accounts for 0.09% of the portfolio, ranked #131.

Brady Martz Wealth Solutions first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Brady Martz Wealth Solutions held 840 shares of Cummins worth $599K as of Q2 2026.
  • Brady Martz Wealth Solutions bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.09% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #131 holding.
  • Brady Martz Wealth Solutions first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.