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Commonwealth Financial Services’s Cummins CMI Stock Holding History

Commonwealth Financial Services’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 		$303K Buy
425
+5
+1% +$3.29K 0.04% 212
2026
Q1 		$226K Buy
420
+7
+2% +$3.96K 0.04% 240
2025
Q4 		$211K Buy
+413
New +$193K 0.03% 219
2024
Q2 		– Sell
-835
Closed -$200K – 193
2024
Q1 		$200K Hold
835
– – 0.05% 177
2023
Q4 		$200K Sell
835
-71
-8% -$16.1K 0.05% 177
2023
Q3 		$207K Buy
+906
New +$219K 0.06% 176
2017
Q1 		$10K Buy
+68
New +$10.1K 0.01% 195

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

Commonwealth Financial Services's CMI Position: Q2 2026 in Review

Commonwealth Financial Services increased its Cummins (CMI) stake by 1.2% in Q2 2026, buying an estimated $3.29K and bringing the position to 425 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #212.

Commonwealth Financial Services first reported a position in CMI in Q1 2017 and has held it in 7 quarters since. 396 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Commonwealth Financial Services held 425 shares of Cummins worth $303K as of Q2 2026.
  • Commonwealth Financial Services bought 5 Cummins shares in Q2 2026, an estimated $3.29K.
  • Cummins made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #212 holding.
  • Commonwealth Financial Services first reported a position in Cummins in Q1 2017 and has held it in 7 quarters since.
  • 396 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.