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CRA Financial Services’s Cummins CMI Stock Holding History

CRA 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 		$551K Sell
773
-27
-3% -$17.8K 0.06% 187
2026
Q1 		$430K Buy
800
+93
+13% +$52.6K 0.06% 199
2025
Q4 		$361K Buy
707
+27
+4% +$12.6K 0.05% 216
2025
Q3 		$287K Buy
680
+9
+1% +$3.45K 0.04% 235
2025
Q2 		$220K Sell
671
-14
-2% -$4.33K 0.03% 265
2025
Q1 		$215K Hold
685
– – 0.04% 250
2024
Q4 		$239K Hold
685
– – 0.04% 227
2024
Q3 		$222K Buy
+685
New +$203K 0.04% 243
2024
Q2 		– Sell
-685
Closed -$202K – 252
2024
Q1 		$202K Buy
+685
New +$177K 0.04% 233

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

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

CRA Financial Services reduced its Cummins (CMI) stake by 3.4% in Q2 2026, selling an estimated $17.8K and leaving 773 shares worth $551K. The position accounts for 0.06% of the portfolio, ranked #187.

CRA Financial Services first reported a position in CMI in Q1 2024 and has held it in 9 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • CRA Financial Services held 773 shares of Cummins worth $551K as of Q2 2026.
  • CRA Financial Services sold 27 Cummins shares in Q2 2026, an estimated $17.8K.
  • Cummins made up 0.06% of CRA Financial Services's portfolio in Q2 2026, its #187 holding.
  • CRA Financial Services first reported a position in Cummins in Q1 2024 and has held it in 9 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.