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Canopy Partners’s Cummins CMI Stock Holding History

Canopy Partners’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 		$430K Sell
603
-6
-1% -$3.95K 0.13% 140
2026
Q1 		$328K Buy
609
+11
+2% +$6.22K 0.11% 154
2025
Q4 		$305K Sell
598
-9
-1% -$4.21K 0.1% 163
2025
Q3 		$256K Buy
+607
New +$233K 0.09% 179

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

Canopy Partners's CMI Position: Q2 2026 in Review

Canopy Partners reduced its Cummins (CMI) stake by 0.99% in Q2 2026, selling an estimated $3.95K and leaving 603 shares worth $430K. The position accounts for 0.13% of the portfolio, ranked #140.

Canopy Partners first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Canopy Partners held 603 shares of Cummins worth $430K as of Q2 2026.
  • Canopy Partners sold 6 Cummins shares in Q2 2026, an estimated $3.95K.
  • Cummins made up 0.13% of Canopy Partners's portfolio in Q2 2026, its #140 holding.
  • Canopy Partners first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.