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Everhart Financial Group’s Cummins CMI Stock Holding History

Everhart Financial 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 		$325K Sell
456
-40
-8% -$26.4K 0.02% 344
2026
Q1 		$267K Buy
496
+87
+21% +$49.2K 0.02% 381
2025
Q4 		$209K Buy
+409
New +$191K 0.02% 404

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

Everhart Financial Group's CMI Position: Q2 2026 in Review

Everhart Financial Group reduced its Cummins (CMI) stake by 8.1% in Q2 2026, selling an estimated $26.4K and leaving 456 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #344.

Everhart Financial Group 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.

  • Everhart Financial Group held 456 shares of Cummins worth $325K as of Q2 2026.
  • Everhart Financial Group sold 40 Cummins shares in Q2 2026, an estimated $26.4K.
  • Cummins made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #344 holding.
  • Everhart Financial Group 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 Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.