Daymark Wealth Partners
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Daymark Wealth Partners’s Cummins CMI Stock Holding History

Daymark Wealth Partners’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 		$3.54M Buy
6,847
+28
+0.4% +$16.9K 0.08% 179
2026
Q2 		$4.86M Sell
6,819
-423
-6% -$279K 0.12% 140
2026
Q1 		$3.9M Buy
7,242
+67
+0.9% +$37.9K 0.12% 143
2025
Q4 		$3.66M Sell
7,175
-480
-6% -$224K 0.12% 137
2025
Q3 		$3.23M Buy
7,655
+269
+4% +$103K 0.11% 150
2025
Q2 		$2.42M Sell
7,386
-295
-4% -$91.3K 0.09% 166
2025
Q1 		$2.41M Buy
7,681
+787
+11% +$277K 0.1% 151
2024
Q4 		$2.4M Sell
6,894
-167
-2% -$58.7K 0.1% 152
2024
Q3 		$2.29M Buy
7,061
+1,149
+19% +$340K 0.1% 157
2024
Q2 		$1.64M Buy
5,912
+18
+0.3% +$5.14K 0.08% 176
2024
Q1 		$1.74M Sell
5,894
-35
-0.6% -$9.02K 0.09% 141
2023
Q4 		$1.42M Buy
5,929
+3,082
+108% +$701K 0.09% 153
2023
Q3 		$650K Buy
2,847
+707
+33% +$171K 0.04% 215
2023
Q2 		$525K Buy
2,140
+145
+7% +$32.8K 0.04% 231
2023
Q1 		$477K Hold
1,995
– – 0.06% 190
2022
Q4 		$483K Buy
+1,995
New +$475K 0.09% 151

Other funds holding CMI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Daymark Wealth Partners's CMI Position: Q3 2026 in Review

Daymark Wealth Partners increased its Cummins (CMI) stake by 0.41% in Q3 2026, buying an estimated $16.9K and bringing the position to 6,847 shares worth $3.54M. The position accounts for 0.08% of the portfolio, ranked #179.

Daymark Wealth Partners first reported a position in CMI in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.86M in Q2 2026. 1,043 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Daymark Wealth Partners held 6,847 shares of Cummins worth $3.54M as of Q3 2026.
  • Daymark Wealth Partners bought 28 Cummins shares in Q3 2026, an estimated $16.9K.
  • Cummins made up 0.08% of Daymark Wealth Partners's portfolio in Q3 2026, its #179 holding.
  • Daymark Wealth Partners first reported a position in Cummins in Q4 2022 and has held it in 16 quarters since.
  • Daymark Wealth Partners's Cummins position peaked at $4.86M in Q2 2026.
  • 1,043 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.