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Castleview Partners’s Cummins CMI Stock Holding History

Castleview 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 		– Sell
-929
Closed -$500K – 230
2026
Q1 		$500K Sell
929
-440
-32% -$249K 0.26% 89
2025
Q4 		$699K Sell
1,369
-541
-28% -$253K 0.35% 62
2025
Q3 		$807K Sell
1,910
-129
-6% -$49.5K 0.44% 45
2025
Q2 		$668K Sell
2,039
-6
-0.3% -$1.86K 0.43% 52
2025
Q1 		$641K Sell
2,045
-293
-13% -$103K 0.43% 59
2024
Q4 		$813K Buy
2,338
+33
+1% +$11.6K 0.44% 53
2024
Q3 		$746K Buy
2,305
+72
+3% +$21.3K 0.43% 54
2024
Q2 		$618K Buy
2,233
+94
+4% +$26.9K 0.35% 65
2024
Q1 		$630K Buy
2,139
+41
+2% +$10.6K 0.35% 66
2023
Q4 		$503K Buy
2,098
+82
+4% +$18.6K 0.35% 62
2023
Q3 		$461K Buy
2,016
+96
+5% +$23.2K 0.43% 48
2023
Q2 		$471K Buy
1,920
+204
+12% +$46.2K 0.42% 48
2023
Q1 		$410K Sell
1,716
-35
-2% -$8.54K 0.36% 64
2022
Q4 		$424K Buy
1,751
+67
+4% +$15.9K 0.41% 58
2022
Q3 		$343K Buy
1,684
+134
+9% +$28.5K 0.33% 71
2022
Q2 		$7.83K Sell
1,550
-739
-32% -$148K 0.01% 486
2022
Q1 		$469K Sell
2,289
-480,672
-100% -$104M 0.29% 68
2021
Q4 		$2.21K Buy
+482,961
New +$110M 0.02% 266
2021
Q2 		$495K Buy
+2,032
New +$520K 0.22% 99

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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

Castleview Partners's CMI Position: Q2 2026 in Review

Castleview Partners sold out of Cummins (CMI) in Q2 2026, closing a stake of 929 shares — an estimated $500K sold.

Castleview Partners first reported a position in CMI in Q2 2021 and held it in 19 quarters. The position peaked at $813K in Q4 2024. 391 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Castleview Partners reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Castleview Partners sold 929 Cummins shares in Q2 2026, an estimated $500K.
  • Castleview Partners first reported a position in Cummins in Q2 2021 and held it in 19 quarters.
  • Castleview Partners's Cummins position peaked at $813K in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.