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Empirical Wealth Management’s Cummins CMI Stock Holding History

Empirical 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 		$23.8M Sell
33,334
-784
-2% -$517K 0.35% 55
2026
Q1 		$18.4M Sell
34,118
-40
-0.1% -$22.6K 0.32% 57
2025
Q4 		$17.4M Sell
34,158
-1,114
-3% -$521K 0.31% 57
2025
Q3 		$14.9M Sell
35,272
-590
-2% -$226K 0.3% 67
2025
Q2 		$11.7M Buy
35,862
+3,286
+10% +$1.02M 0.27% 74
2025
Q1 		$10.2M Buy
32,576
+30,854
+1,792% +$10.9M 0.26% 82
2024
Q4 		$600K Buy
1,722
+149
+9% +$52.3K 0.02% 356
2024
Q3 		$509K Hold
1,573
– – 0.01% 367
2024
Q2 		$436K Sell
1,573
-145
-8% -$41.4K 0.01% 391
2024
Q1 		$506K Sell
1,718
-44
-2% -$11.3K 0.02% 341
2023
Q4 		$422K Buy
1,762
+22
+1% +$5K 0.01% 347
2023
Q3 		$398K Sell
1,740
-43
-2% -$10.4K 0.02% 335
2023
Q2 		$437K Sell
1,783
-593
-25% -$134K 0.02% 332
2023
Q1 		$567K Buy
2,376
+33
+1% +$8.06K 0.02% 308
2022
Q4 		$568K Buy
2,343
+203
+9% +$48.3K 0.03% 289
2022
Q3 		$436K Buy
2,140
+11
+0.5% +$2.34K 0.02% 323
2022
Q2 		$412K Sell
2,129
-401
-16% -$80.2K 0.02% 331
2022
Q1 		$519K Sell
2,530
-1,025
-29% -$222K 0.03% 325
2021
Q4 		$775K Sell
3,555
-1,082
-23% -$247K 0.04% 262
2021
Q3 		$1.04M Buy
4,637
+423
+10% +$99.1K 0.06% 183
2021
Q2 		$1.03M Buy
4,214
+990
+31% +$253K 0.06% 184
2021
Q1 		$835K Sell
3,224
-999
-24% -$250K 0.07% 182
2020
Q4 		$959K Buy
4,223
+457
+12% +$103K 0.07% 156
2020
Q3 		$795K Sell
3,766
-109
-3% -$21.7K 0.07% 160
2020
Q2 		$671K Buy
3,875
+885
+30% +$141K 0.06% 171
2020
Q1 		$405K Buy
2,990
+676
+29% +$105K 0.04% 213
2019
Q4 		$414K Buy
2,314
+407
+21% +$71.6K 0.05% 214
2019
Q3 		$310K Buy
1,907
+480
+34% +$76.8K 0.04% 229
2019
Q2 		$245K Sell
1,427
-33
-2% -$5.4K 0.03% 225
2019
Q1 		$230K Buy
+1,460
New +$219K 0.03% 216

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

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

Empirical Wealth Management reduced its Cummins (CMI) stake by 2.3% in Q2 2026, selling an estimated $517K and leaving 33,334 shares worth $23.8M. The position accounts for 0.35% of the portfolio, ranked #55.

Empirical Wealth Management first reported a position in CMI in Q1 2019 and has held it in 30 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Empirical Wealth Management held 33,334 shares of Cummins worth $23.8M as of Q2 2026.
  • Empirical Wealth Management sold 784 Cummins shares in Q2 2026, an estimated $517K.
  • Cummins made up 0.35% of Empirical Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Empirical Wealth Management first reported a position in Cummins in Q1 2019 and has held it in 30 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.