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Compass Wealth Management (Georgia)’s Cummins CMI Stock Holding History

Compass Wealth Management (Georgia)’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 		$314K Hold
440
– – 0.13% 59
2026
Q1 		$237K Hold
440
– – 0.1% 65
2025
Q4 		$225K Buy
+440
New +$206K 0.09% 62

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

Compass Wealth Management (Georgia)'s CMI Position: Q2 2026 in Review

Compass Wealth Management (Georgia) held its Cummins (CMI) position steady in Q2 2026 at 440 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #59.

Compass Wealth Management (Georgia) first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Compass Wealth Management (Georgia) held 440 shares of Cummins worth $314K as of Q2 2026.
  • Compass Wealth Management (Georgia) left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.13% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #59 holding.
  • Compass Wealth Management (Georgia) first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.