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Crewe Advisors’s Cummins CMI Stock Holding History

Crewe Advisors’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 		$482K Buy
676
+1
+0.1% +$659 0.03% 148
2026
Q1 		$363K Buy
675
+25
+4% +$14.1K 0.03% 156
2025
Q4 		$332K Buy
650
+10
+2% +$4.67K 0.03% 158
2025
Q3 		$270K Buy
640
+115
+22% +$44.1K 0.03% 176
2025
Q2 		$172K Sell
525
-15
-3% -$4.64K 0.02% 171
2025
Q1 		$169K Hold
540
– – 0.02% 153
2024
Q4 		$188K Sell
540
-32
-6% -$11.2K 0.03% 148
2024
Q3 		$185K Buy
572
+2
+0.4% +$592 0.02% 153
2024
Q2 		$158K Hold
570
– – 0.02% 200
2024
Q1 		$168K Buy
+570
New +$147K 0.02% 192
2023
Q3 		– Sell
-629
Closed -$154K – 652
2023
Q2 		$154K Sell
629
-42
-6% -$9.51K 0.02% 160
2023
Q1 		$160K Sell
671
-19
-3% -$4.64K 0.02% 176
2022
Q4 		$167K Buy
690
+484
+235% +$115K 0.03% 173
2022
Q3 		$42K Buy
206
+29
+16% +$6.17K 0.01% 333
2022
Q2 		$34K Buy
177
+77
+77% +$15.4K 0.01% 343
2022
Q1 		$21K Hold
100
– – ﹤0.01% 293
2021
Q4 		$22K Buy
100
+90
+900% +$20.5K ﹤0.01% 252
2021
Q3 		$2K Hold
10
– – ﹤0.01% 349
2021
Q2 		$2K Sell
10
-2
-17% -$511 ﹤0.01% 396
2021
Q1 		$3K Sell
12
-14
-54% -$3.5K ﹤0.01% 391
2020
Q4 		$6K Sell
26
-15
-37% -$3.37K ﹤0.01% 324
2020
Q3 		$9K Buy
+41
New +$8.17K ﹤0.01% 262
2019
Q3 		– Sell
-40
Closed -$7K – 232
2019
Q2 		$7K Buy
+40
New +$6.55K ﹤0.01% 227
2018
Q2 		– Sell
-194
Closed -$31K – 260
2018
Q1 		$31K Buy
194
+40
+26% +$6.88K 0.03% 149
2017
Q4 		$27K Buy
+154
New +$26.3K 0.03% 168

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

Crewe Advisors's CMI Position: Q2 2026 in Review

Crewe Advisors increased its Cummins (CMI) stake by 0.15% in Q2 2026, buying an estimated $659 and bringing the position to 676 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #148.

Crewe Advisors first reported a position in CMI in Q4 2017 and has held it in 25 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Crewe Advisors held 676 shares of Cummins worth $482K as of Q2 2026.
  • Crewe Advisors bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.03% of Crewe Advisors's portfolio in Q2 2026, its #148 holding.
  • Crewe Advisors first reported a position in Cummins in Q4 2017 and has held it in 25 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.