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Cypress Advisory Group’s Cummins CMI Stock Holding History

Cypress Advisory Group’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 		$3.73M Sell
5,223
-3,207
-38% -$2.11M 2.89% 7
2026
Q1 		$4.54M Sell
8,430
-270
-3% -$153K 3.46% 6
2025
Q4 		$4.44M Hold
8,700
– – 3.26% 6
2025
Q3 		$3.67M Hold
8,700
– – 2.72% 8
2025
Q2 		$2.85M Sell
8,700
-70
-0.8% -$21.7K 2.21% 12
2025
Q1 		$2.75M Hold
8,770
– – 2.51% 9
2024
Q4 		$3.06M Buy
+8,770
New +$3.08M 2.81% 8

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

Cypress Advisory Group's CMI Position: Q2 2026 in Review

Cypress Advisory Group reduced its Cummins (CMI) stake by 38% in Q2 2026, selling an estimated $2.11M and leaving 5,223 shares worth $3.73M. The position accounts for 2.89% of the portfolio, ranked #7.

Cypress Advisory Group first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.54M in Q1 2026. 442 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Cypress Advisory Group held 5,223 shares of Cummins worth $3.73M as of Q2 2026.
  • Cypress Advisory Group sold 3,207 Cummins shares in Q2 2026, an estimated $2.11M.
  • Cummins made up 2.89% of Cypress Advisory Group's portfolio in Q2 2026, its #7 holding.
  • Cypress Advisory Group first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • Cypress Advisory Group's Cummins position peaked at $4.54M in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.