Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Cummins CMI Stock Holding History

Cambridge Investment Research 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 		$24.2M Sell
33,978
-2,477
-7% -$1.63M 0.06% 349
2026
Q1 		$19.6M Buy
36,455
+433
+1% +$245K 0.05% 383
2025
Q4 		$18.4M Sell
36,022
-296
-0.8% -$138K 0.05% 390
2025
Q3 		$15.3M Buy
36,318
+1,314
+4% +$504K 0.04% 435
2025
Q2 		$11.5M Buy
35,004
+1,017
+3% +$315K 0.03% 494
2025
Q1 		$10.7M Buy
33,987
+1,678
+5% +$591K 0.04% 483
2024
Q4 		$11.3M Sell
32,309
-5,465
-14% -$1.92M 0.04% 445
2024
Q3 		$12.2M Sell
37,774
-2,670
-7% -$791K 0.04% 430
2024
Q2 		$11.2M Buy
40,444
+10,638
+36% +$3.04M 0.04% 418
2024
Q1 		$8.78M Sell
29,806
-6,049
-17% -$1.56M 0.03% 504
2023
Q4 		$8.59M Buy
35,855
+2,651
+8% +$603K 0.04% 465
2023
Q3 		$7.59M Buy
33,204
+1,501
+5% +$362K 0.04% 470
2023
Q2 		$7.77M Buy
31,703
+1,461
+5% +$331K 0.04% 470
2023
Q1 		$7.22M Sell
30,242
-3,312
-10% -$809K 0.04% 469
2022
Q4 		$8.13M Buy
33,554
+102
+0.3% +$24.3K 0.04% 420
2022
Q3 		$6.81M Buy
33,452
+752
+2% +$160K 0.04% 439
2022
Q2 		$6.33M Buy
32,700
+2,046
+7% +$409K 0.03% 485
2022
Q1 		$6.29M Sell
30,654
-1,495
-5% -$323K 0.03% 540
2021
Q4 		$7.01M Buy
32,149
+1,328
+4% +$303K 0.03% 509
2021
Q3 		$6.92M Sell
30,821
-1,810
-6% -$424K 0.03% 481
2021
Q2 		$7.96M Buy
32,631
+4,570
+16% +$1.17M 0.04% 444
2021
Q1 		$7.27M Sell
28,061
-1,145
-4% -$286K 0.04% 432
2020
Q4 		$6.63M Buy
29,206
+1,501
+5% +$337K 0.04% 420
2020
Q3 		$5.85M Sell
27,705
-574
-2% -$114K 0.04% 414
2020
Q2 		$4.9M Sell
28,279
-4,311
-13% -$689K 0.04% 447
2020
Q1 		$4.41M Sell
32,590
-26,084
-44% -$4.07M 0.04% 400
2019
Q4 		$10.5M Buy
58,674
+2,714
+5% +$478K 0.08% 242
2019
Q3 		$9.1M Buy
55,960
+3,725
+7% +$596K 0.08% 250
2019
Q2 		$8.95M Sell
52,235
-4,343
-8% -$711K 0.08% 244
2019
Q1 		$8.93M Buy
56,578
+25,835
+84% +$3.88M 0.09% 229
2018
Q4 		$4.11M Sell
30,743
-4,100
-12% -$579K 0.05% 384
2018
Q3 		$5.09M Sell
34,843
-3,072
-8% -$433K 0.05% 365
2018
Q2 		$5.04M Buy
37,915
+2,395
+7% +$358K 0.05% 328
2018
Q1 		$5.76M Buy
35,520
+6,301
+22% +$1.08M 0.06% 283
2017
Q4 		$5.16M Sell
29,219
-1,424
-5% -$244K 0.06% 302
2017
Q3 		$5.15M Buy
30,643
+4,982
+19% +$806K 0.07% 275
2017
Q2 		$4.16M Sell
25,661
-688
-3% -$107K 0.06% 303
2017
Q1 		$3.98M Sell
26,349
-14,249
-35% -$2.11M 0.07% 271
2016
Q4 		$5.55M Buy
40,598
+3,031
+8% +$406K 0.1% 183
2016
Q3 		$4.81M Buy
37,567
+5,488
+17% +$666K 0.09% 211
2016
Q2 		$3.61M Buy
32,079
+5,544
+21% +$628K 0.08% 251
2016
Q1 		$2.92M Buy
26,535
+6,792
+34% +$657K 0.07% 281
2015
Q4 		$1.74M Buy
19,743
+2,732
+16% +$273K 0.04% 382
2015
Q3 		$1.85M Buy
17,011
+1,657
+11% +$205K 0.05% 328
2015
Q2 		$2.01M Buy
15,354
+2,784
+22% +$383K 0.06% 311
2015
Q1 		$1.74M Buy
12,570
+2,250
+22% +$317K 0.05% 338
2014
Q4 		$1.49M Buy
10,320
+1,003
+11% +$142K 0.05% 365
2014
Q3 		$1.23M Buy
9,317
+1,068
+13% +$154K 0.04% 447
2014
Q2 		$1.27M Buy
8,249
+522
+7% +$79K 0.04% 385
2014
Q1 		$1.15M Buy
7,727
+1,207
+19% +$168K 0.04% 391
2013
Q4 		$919K Buy
6,520
+3,134
+93% +$416K 0.04% 421
2013
Q3 		$450K Buy
3,386
+303
+10% +$37.4K 0.02% 673
2013
Q2 		$334K Buy
+3,083
New +$350K 0.02% 712

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Cambridge Investment Research Advisors's CMI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Cummins (CMI) stake by 6.8% in Q2 2026, selling an estimated $1.63M and leaving 33,978 shares worth $24.2M. The position accounts for 0.06% of the portfolio, ranked #349.

Cambridge Investment Research Advisors first reported a position in CMI in Q2 2013 and has held it in 53 quarters since. 775 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cambridge Investment Research Advisors held 33,978 shares of Cummins worth $24.2M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,477 Cummins shares in Q2 2026, an estimated $1.63M.
  • Cummins made up 0.06% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #349 holding.
  • Cambridge Investment Research Advisors first reported a position in Cummins in Q2 2013 and has held it in 53 quarters since.
  • 775 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.