CPCM
CMI icon

Cardinal Point Capital Management’s Cummins CMI Stock Holding History

Cardinal Point Capital 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 		$713K Hold
1,000
– – 0.04% 152
2026
Q1 		$538K Sell
1,000
-1,412
-59% -$799K 0.03% 172
2025
Q4 		$1.23M Buy
2,412
+1,412
+141% +$660K 0.08% 108
2025
Q3 		$422K Hold
1,000
– – 0.03% 172
2025
Q2 		$328K Buy
+1,000
New +$310K 0.03% 175

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

Cardinal Point Capital Management's CMI Position: Q2 2026 in Review

Cardinal Point Capital Management held its Cummins (CMI) position steady in Q2 2026 at 1,000 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #152.

Cardinal Point Capital Management first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.23M in Q4 2025. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cardinal Point Capital Management held 1,000 shares of Cummins worth $713K as of Q2 2026.
  • Cardinal Point Capital Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #152 holding.
  • Cardinal Point Capital Management first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
  • Cardinal Point Capital Management's Cummins position peaked at $1.23M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.