CX Institutional
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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
Q3 		$2.38M Buy
4,614
+77
+2% +$46.5K 0.06% 234
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% -$9.8K 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 $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CX Institutional's CMI Position: Q3 2026 in Review

CX Institutional increased its Cummins (CMI) stake by 1.7% in Q3 2026, buying an estimated $46.5K and bringing the position to 4,614 shares worth $2.38M. The position accounts for 0.06% of the portfolio, ranked #234.

CX Institutional first reported a position in CMI in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.54M in Q1 2024. 388 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • CX Institutional held 4,614 shares of Cummins worth $2.38M as of Q3 2026.
  • CX Institutional bought 77 Cummins shares in Q3 2026, an estimated $46.5K.
  • Cummins made up 0.06% of CX Institutional's portfolio in Q3 2026, its #234 holding.
  • CX Institutional first reported a position in Cummins in Q1 2019 and has held it in 30 quarters since.
  • CX Institutional's Cummins position peaked at $3.54M in Q1 2024.
  • 388 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.