Certified Advisory Corp’s Cummins CMI Stock Holding History

Certified Advisory Corp’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	$2.42M	Sell	3,399 -493	-13%	-$325K	0.2%	113
2026 Q1	$2.09M	Sell	3,892 -285	-7%	-$161K	0.19%	117
2025 Q4	$2.13M	Sell	4,177 -217	-5%	-$101K	0.19%	118
2025 Q3	$1.86M	Sell	4,394 -37	-0.8%	-$14.2K	0.18%	117
2025 Q2	$1.45M	Buy	4,431 +4	+0.1%	+$1.24K	0.15%	129
2025 Q1	$1.39M	Sell	4,427 -244	-5%	-$86K	0.16%	123
2024 Q4	$1.63M	Sell	4,671 -138	-3%	-$48.5K	0.18%	115
2024 Q3	$1.56M	Sell	4,809 -128	-3%	-$37.9K	0.17%	119
2024 Q2	$1.37M	Buy	4,937 +7	+0.1%	+$2K	0.17%	118
2024 Q1	$1.45M	Sell	4,930 -94	-2%	-$24.2K	0.2%	108
2023 Q4	$1.2M	Buy	5,024 +7	+0.1%	+$1.59K	0.18%	116
2023 Q3	$1.15M	Sell	5,017 -293	-6%	-$70.7K	0.21%	104
2023 Q2	$1.3M	Sell	5,310 -396	-7%	-$89.7K	0.24%	98
2023 Q1	$1.36M	Sell	5,706 -43	-0.7%	-$10.5K	0.24%	101
2022 Q4	$1.39M	Sell	5,749 -94	-2%	-$22.4K	0.28%	95
2022 Q3	$1.19M	Sell	5,843 -94	-2%	-$20K	0.27%	94
2022 Q2	$1.15M	Sell	5,937 -252	-4%	-$50.4K	0.26%	98
2022 Q1	$1.27M	Buy	6,189 +1,303	+27%	+$282K	0.27%	93
2021 Q4	$1.07M	Buy	4,886 +1,711	+54%	+$390K	0.24%	102
2021 Q3	$713K	Buy	3,175 +1,477	+87%	+$346K	0.17%	125
2021 Q2	$414K	Buy	1,698 +1	+0.1%	+$256	0.1%	159
2021 Q1	$440K	Buy	+1,697	New	+$424K	0.11%	145
2020 Q2	$311K	Buy	1,794 +1	+0.1%	+$160	0.1%	151
2020 Q1	$243K	Sell	1,793 -125	-7%	-$19.5K	0.1%	155
2019 Q4	$343K	Buy	1,918 +2	+0.1%	+$352	0.11%	153
2019 Q3	$312K	Buy	1,916 +2	+0.1%	+$320	0.11%	154
2019 Q2	$328K	Buy	1,914 +2	+0.1%	+$327	0.12%	138
2019 Q1	$302K	Sell	1,912 -33	-2%	-$4.95K	0.13%	129
2018 Q4	$260K	Buy	1,945 +37	+2%	+$5.22K	0.13%	121
2018 Q3	$279K	Buy	1,908 +3	+0.2%	+$422	0.13%	128
2018 Q2	$253K	Buy	1,905 +79	+4%	+$11.8K	0.14%	124
2018 Q1	$296K	Buy	1,826 +1,763	+2,798%	+$303K	0.18%	115
2017 Q4	$11K	Buy	+63	New	+$10.8K	0.01%	457

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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) 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

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Certified Advisory Corp's CMI Position: Q2 2026 in Review

Certified Advisory Corp reduced its Cummins (CMI) stake by 13% in Q2 2026, selling an estimated $325K and leaving 3,399 shares worth $2.42M. The position accounts for 0.2% of the portfolio, ranked #113.

Certified Advisory Corp first reported a position in CMI in Q4 2017 and has held it in 33 quarters since. 704 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Certified Advisory Corp held 3,399 shares of Cummins worth $2.42M as of Q2 2026.
Certified Advisory Corp sold 493 Cummins shares in Q2 2026, an estimated $325K.
Cummins made up 0.2% of Certified Advisory Corp's portfolio in Q2 2026, its #113 holding.
Certified Advisory Corp first reported a position in Cummins in Q4 2017 and has held it in 33 quarters since.
704 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.