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Cornerstone Wealth Management’s Cummins CMI Stock Holding History

Cornerstone Wealth Management’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 		$3.04M Buy
4,268
+164
+4% +$108K 0.13% 156
2026
Q1 		$2.21M Sell
4,104
-21
-0.5% -$11.9K 0.11% 175
2025
Q4 		$2.11M Buy
4,125
+73
+2% +$34.1K 0.11% 177
2025
Q3 		$1.71M Buy
4,052
+338
+9% +$130K 0.09% 188
2025
Q2 		$1.22M Buy
3,714
+149
+4% +$46.1K 0.07% 226
2025
Q1 		$1.12M Buy
3,565
+259
+8% +$91.2K 0.08% 220
2024
Q4 		$1.15M Sell
3,306
-46
-1% -$16.2K 0.08% 209
2024
Q3 		$1.09M Sell
3,352
-15
-0.4% -$4.44K 0.08% 205
2024
Q2 		$933K Buy
3,367
+62
+2% +$17.7K 0.07% 216
2024
Q1 		$974K Sell
3,305
-907
-22% -$234K 0.08% 208
2023
Q4 		$1.01M Sell
4,212
-159
-4% -$36.1K 0.09% 196
2023
Q3 		$1M Buy
4,371
+33
+0.8% +$7.97K 0.09% 179
2023
Q2 		$1.06M Buy
4,338
+165
+4% +$37.4K 0.1% 173
2023
Q1 		$997K Buy
+4,173
New +$1.02M 0.1% 176
2022
Q3 		$727K Buy
3,573
+1,455
+69% +$310K 0.08% 198
2022
Q2 		$410K Buy
2,118
+74
+4% +$14.8K 0.05% 300
2022
Q1 		$419K Buy
+2,044
New +$442K 0.04% 306
2019
Q2 		– Sell
-1,150
Closed -$274K – 389
2019
Q1 		$274K Buy
+1,150
New +$173K 0.03% 407
2018
Q4 		– Sell
-65,153
Closed -$379K – 478
2018
Q3 		$379K Sell
65,153
-90,709
-58% -$12.8M ﹤0.01% 998
2018
Q2 		$1.18M Buy
+155,862
New +$23.3M 0.01% 709

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

Cornerstone Wealth Management's CMI Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Cummins (CMI) stake by 4% in Q2 2026, buying an estimated $108K and bringing the position to 4,268 shares worth $3.04M. The position accounts for 0.13% of the portfolio, ranked #156.

Cornerstone Wealth Management first reported a position in CMI in Q2 2018 and has held it in 20 quarters since. 536 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cornerstone Wealth Management held 4,268 shares of Cummins worth $3.04M as of Q2 2026.
  • Cornerstone Wealth Management bought 164 Cummins shares in Q2 2026, an estimated $108K.
  • Cummins made up 0.13% of Cornerstone Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Cornerstone Wealth Management first reported a position in Cummins in Q2 2018 and has held it in 20 quarters since.
  • 536 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.