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CX Institutional’s Cummins CMI Stock Holding History

CX Institutional’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 		$3.24M Sell
4,537
-144
-3% -$94.9K 0.09% 197
2026
Q1 		$2.52M Sell
4,681
-82
-2% -$46.4K 0.08% 226
2025
Q4 		$2.43M Sell
4,763
-656
-12% -$307K 0.07% 184
2025
Q3 		$2.29M Buy
5,419
+3,441
+174% +$1.32M 0.07% 194
2025
Q2 		$648K Buy
1,978
+190
+11% +$58.8K 0.02% 323
2025
Q1 		$560K Sell
1,788
-14
-0.8% -$4.93K 0.02% 340
2024
Q4 		$628K Buy
1,802
+198
+12% +$69.6K 0.02% 312
2024
Q3 		$519K Sell
1,604
-9,992
-86% -$2.96M 0.02% 362
2024
Q2 		$3.21M Sell
11,596
-434
-4% -$124K 0.15% 155
2024
Q1 		$3.54M Buy
12,030
+10,315
+601% +$2.66M 0.17% 144
2023
Q4 		$411K Buy
1,715
+136
+9% +$30.9K 0.02% 349
2023
Q3 		$361K Sell
1,579
-146
-8% -$35.3K 0.02% 368
2023
Q2 		$423K Buy
1,725
+146
+9% +$33.1K 0.02% 367
2023
Q1 		$377K Sell
1,579
-6,573
-81% -$1.6M 0.02% 379
2022
Q4 		$1.98M Buy
8,152
+577
+8% +$137K 0.12% 196
2022
Q3 		$1.54M Buy
7,575
+1,430
+23% +$304K 0.11% 218
2022
Q2 		$1.19M Buy
6,145
+3,766
+158% +$753K 0.09% 226
2022
Q1 		$488K Buy
+2,379
New +$514K 0.04% 274
2021
Q4 		– Sell
-355
Closed -$80K – 431
2021
Q3 		$80K Sell
355
-42
-11% -$9.84K 0.01% 486
2021
Q2 		$97K Sell
397
-85
-18% -$21.7K 0.01% 439
2021
Q1 		$125K Sell
482
-11,141
-96% -$2.78M 0.01% 351
2020
Q4 		$2.64M Sell
11,623
-3,278
-22% -$736K 0.25% 116
2020
Q3 		$3.15M Buy
14,901
+14,669
+6,323% +$2.92M 0.34% 77
2020
Q2 		$40K Sell
232
-10,232
-98% -$1.64M 0.01% 359
2020
Q1 		$1.42M Buy
10,464
+10,419
+23,153% +$1.62M 0.23% 103
2019
Q4 		$8K Sell
45
-6,206
-99% -$1.09M ﹤0.01% 454
2019
Q3 		$1.02M Sell
6,251
-692
-10% -$111K 0.16% 128
2019
Q2 		$1.19M Sell
6,943
-6,161
-47% -$1.01M 0.19% 109
2019
Q1 		$2.07M Buy
+13,104
New +$1.97M 0.36% 78

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
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

CX Institutional's CMI Position: Q2 2026 in Review

CX Institutional reduced its Cummins (CMI) stake by 3.1% in Q2 2026, selling an estimated $94.9K and leaving 4,537 shares worth $3.24M. The position accounts for 0.09% of the portfolio, ranked #197.

CX Institutional first reported a position in CMI in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.54M in Q1 2024. 457 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • CX Institutional held 4,537 shares of Cummins worth $3.24M as of Q2 2026.
  • CX Institutional sold 144 Cummins shares in Q2 2026, an estimated $94.9K.
  • Cummins made up 0.09% of CX Institutional's portfolio in Q2 2026, its #197 holding.
  • CX Institutional first reported a position in Cummins in Q1 2019 and has held it in 29 quarters since.
  • CX Institutional's Cummins position peaked at $3.54M in Q1 2024.
  • 457 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.