Edge Wealth Management’s Cummins CMI Stock Holding History

Edge 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	$357K	Hold	500	–	–	0.06%	60
2026 Q1	$269K	Hold	500	–	–	0.05%	70
2025 Q4	$255K	Hold	500	–	–	0.05%	69
2025 Q3	$211K	Buy	+500	New	+$192K	0.04%	81
2022 Q1	–	Sell	-513	Closed	-$112K	–	176
2021 Q4	$112K	Hold	513	–	–	0.02%	127
2021 Q3	$115K	Buy	513 +13	+3%	+$3.05K	0.02%	119
2021 Q2	$121K	Hold	500	–	–	0.02%	121
2021 Q1	$130K	Hold	500	–	–	0.03%	113
2020 Q4	$113K	Hold	500	–	–	0.03%	118
2020 Q3	$106K	Hold	500	–	–	0.02%	142
2020 Q2	$87K	Hold	500	–	–	0.02%	213
2020 Q1	$69K	Hold	500	–	–	0.02%	206
2019 Q4	$89K	Hold	500	–	–	0.02%	207
2019 Q3	$81K	Buy	+500	New	+$80K	0.02%	205
2018 Q4	–	Sell	-700	Closed	-$102K	–	575
2018 Q3	$102K	Buy	+700	New	+$98.6K	0.02%	197
2015 Q3	–	Sell	-626	Closed	-$82K	–	472
2015 Q2	$82K	Hold	626	–	–	0.03%	156
2015 Q1	$87K	Hold	626	–	–	0.03%	145
2014 Q4	$91K	Hold	626	–	–	0.03%	149
2014 Q3	$83K	Hold	626	–	–	0.03%	148
2014 Q2	$96K	Hold	626	–	–	0.04%	136
2014 Q1	$93K	Hold	626	–	–	0.04%	135
2013 Q4	$88K	Hold	626	–	–	0.04%	131
2013 Q3	$83K	Hold	626	–	–	0.05%	109
2013 Q2	$69K	Buy	+626	New	+$71K	0.05%	107

Other funds holding CMI

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 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) 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

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

Edge Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 500 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #60.

Edge Wealth Management first reported a position in CMI in Q2 2013 and has held it in 24 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Edge Wealth Management held 500 shares of Cummins worth $357K as of Q2 2026.
Edge Wealth Management left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.06% of Edge Wealth Management's portfolio in Q2 2026, its #60 holding.
Edge Wealth Management first reported a position in Cummins in Q2 2013 and has held it in 24 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.