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Cannon Advisors’s Cummins CMI Stock Holding History

Cannon 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 		$2.8M Sell
4,151
-4,780
-54% -$3.15M 1.71% 19
2026
Q1 		$4.81M Buy
8,931
+33
+0.4% +$18.7K 3.56% 8
2025
Q4 		$5.03M Sell
8,898
-818
-8% -$382K 3.55% 7
2025
Q3 		$4.06M Sell
9,716
-427
-4% -$164K 2.73% 10
2025
Q2 		$3.32M Sell
10,143
-286
-3% -$88.5K 2.67% 13
2025
Q1 		$3.27M Sell
10,429
-521
-5% -$184K 3.01% 9
2024
Q4 		$3.82M Sell
10,950
-350
-3% -$123K 3.24% 9
2024
Q3 		$3.69M Buy
+11,300
New +$3.35M 3.02% 11

Other funds holding CMI

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
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cannon Advisors's CMI Position: Q2 2026 in Review

Cannon Advisors reduced its Cummins (CMI) stake by 54% in Q2 2026, selling an estimated $3.15M and leaving 4,151 shares worth $2.8M. The position accounts for 1.71% of the portfolio, ranked #19.

Cannon Advisors first reported a position in CMI in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.03M in Q4 2025. 342 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cannon Advisors held 4,151 shares of Cummins worth $2.8M as of Q2 2026.
  • Cannon Advisors sold 4,780 Cummins shares in Q2 2026, an estimated $3.15M.
  • Cummins made up 1.71% of Cannon Advisors's portfolio in Q2 2026, its #19 holding.
  • Cannon Advisors first reported a position in Cummins in Q3 2024 and has held it in 8 quarters since.
  • Cannon Advisors's Cummins position peaked at $5.03M in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.