DWM
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Drive Wealth Management’s Cummins CMI Stock Holding History

Drive Wealth Management’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 		$449K Buy
629
+80
+15% +$52.7K 0.08% 211
2026
Q1 		$296K Buy
549
+13
+2% +$7.36K 0.06% 257
2025
Q4 		$274K Buy
+536
New +$251K 0.05% 273

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

Drive Wealth Management's CMI Position: Q2 2026 in Review

Drive Wealth Management increased its Cummins (CMI) stake by 15% in Q2 2026, buying an estimated $52.7K and bringing the position to 629 shares worth $449K. The position accounts for 0.08% of the portfolio, ranked #211.

Drive Wealth Management first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Drive Wealth Management held 629 shares of Cummins worth $449K as of Q2 2026.
  • Drive Wealth Management bought 80 Cummins shares in Q2 2026, an estimated $52.7K.
  • Cummins made up 0.08% of Drive Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Drive Wealth Management first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.