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Cascade Investment Advisors’s Cummins CMI Stock Holding History

Cascade Investment 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 		$3.88M Sell
5,444
-495
-8% -$326K 2.12% 8
2026
Q1 		$3.2M Sell
5,939
-178
-3% -$101K 1.89% 9
2025
Q4 		$3.12M Sell
6,117
-542
-8% -$253K 1.84% 10
2025
Q3 		$2.81M Sell
6,659
-225
-3% -$86.3K 1.7% 11
2025
Q2 		$2.25M Sell
6,884
-20
-0.3% -$6.19K 1.45% 16
2025
Q1 		$2.16M Sell
6,904
-195
-3% -$68.7K 1.46% 13
2024
Q4 		$2.47M Sell
7,099
-65
-0.9% -$22.8K 1.59% 12
2024
Q3 		$2.32M Buy
7,164
+25
+0.4% +$7.41K 1.48% 13
2024
Q2 		$1.98M Sell
7,139
-30
-0.4% -$8.57K 1.33% 21
2024
Q1 		$2.11M Sell
7,169
-154
-2% -$39.7K 1.38% 17
2023
Q4 		$1.75M Buy
7,323
+190
+3% +$43.2K 1.25% 23
2023
Q3 		$1.63M Buy
7,133
+98
+1% +$23.7K 1.29% 20
2023
Q2 		$1.72M Buy
7,035
+335
+5% +$75.9K 1.29% 17
2023
Q1 		$1.6M Buy
6,700
+160
+2% +$39.1K 1.27% 16
2022
Q4 		$1.58M Sell
6,540
-10
-0.2% -$2.38K 1.32% 17
2022
Q3 		$1.6M Sell
6,550
-55
-0.8% -$11.7K 1.38% 15
2022
Q2 		$1.28M Buy
+6,605
New +$1.32M 1% 40
2017
Q3 		– Sell
-5,415
Closed -$878K – 176
2017
Q2 		$878K Sell
5,415
-25
-0.5% -$3.88K 0.75% 65
2017
Q1 		$823K Sell
5,440
-540
-9% -$79.9K 0.72% 68
2016
Q4 		$817K Buy
+5,980
New +$801K 0.7% 67
2016
Q2 		$648K Buy
+5,765
New +$653K 0.62% 66

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

Cascade Investment Advisors's CMI Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Cummins (CMI) stake by 8.3% in Q2 2026, selling an estimated $326K and leaving 5,444 shares worth $3.88M. The position accounts for 2.12% of the portfolio, ranked #8.

Cascade Investment Advisors first reported a position in CMI in Q2 2016 and has held it in 21 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cascade Investment Advisors held 5,444 shares of Cummins worth $3.88M as of Q2 2026.
  • Cascade Investment Advisors sold 495 Cummins shares in Q2 2026, an estimated $326K.
  • Cummins made up 2.12% of Cascade Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Cascade Investment Advisors first reported a position in Cummins in Q2 2016 and has held it in 21 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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