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Everpar Advisors’s Cummins CMI Stock Holding History

Everpar Advisors’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 		$617K Buy
865
+28
+3% +$18.4K 0.18% 121
2026
Q1 		$450K Buy
837
+41
+5% +$23.2K 0.16% 141
2025
Q4 		$406K Buy
796
+261
+49% +$122K 0.15% 152
2025
Q3 		$226K Buy
+535
New +$205K 0.09% 253
2024
Q1 		– Sell
-1,040
Closed -$249K – 239
2023
Q4 		$249K Buy
+1,040
New +$236K 0.12% 241

Other funds holding CMI

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
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Everpar Advisors's CMI Position: Q2 2026 in Review

Everpar Advisors increased its Cummins (CMI) stake by 3.3% in Q2 2026, buying an estimated $18.4K and bringing the position to 865 shares worth $617K. The position accounts for 0.18% of the portfolio, ranked #121.

Everpar Advisors first reported a position in CMI in Q4 2023 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Everpar Advisors held 865 shares of Cummins worth $617K as of Q2 2026.
  • Everpar Advisors bought 28 Cummins shares in Q2 2026, an estimated $18.4K.
  • Cummins made up 0.18% of Everpar Advisors's portfolio in Q2 2026, its #121 holding.
  • Everpar Advisors first reported a position in Cummins in Q4 2023 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.