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Fortem Financial Group’s Cummins CMI Stock Holding History

Fortem 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 		$5.4M Sell
7,572
-92
-1% -$60.6K 1.1% 26
2026
Q1 		$4.12M Buy
7,664
+630
+9% +$357K 1.03% 29
2025
Q4 		$3.59M Buy
7,034
+404
+6% +$189K 0.96% 29
2025
Q3 		$2.8M Buy
6,630
+552
+9% +$212K 0.8% 37
2025
Q2 		$1.99M Buy
6,078
+1,677
+38% +$519K 0.64% 47
2025
Q1 		$1.38M Buy
4,401
+1,290
+41% +$454K 0.54% 55
2024
Q4 		$1.08M Sell
3,111
-64
-2% -$22.5K 0.42% 68
2024
Q3 		$1.03M Buy
3,175
+2,266
+249% +$671K 0.42% 77
2024
Q2 		$252K Sell
909
-218
-19% -$62.3K 0.11% 146
2024
Q1 		$332K Buy
1,127
+62
+6% +$16K 0.15% 138
2023
Q4 		$255K Sell
1,065
-199
-16% -$45.2K 0.13% 147
2023
Q3 		$289K Buy
1,264
+198
+19% +$47.8K 0.17% 135
2023
Q2 		$261K Buy
1,066
+163
+18% +$36.9K 0.15% 136
2023
Q1 		$216K Buy
903
+76
+9% +$18.6K 0.14% 136
2022
Q4 		$200K Buy
+827
New +$197K 0.12% 152
2022
Q2 		– Sell
-1,561
Closed -$320K – 173
2022
Q1 		$320K Sell
1,561
-589
-27% -$127K 0.14% 134
2021
Q4 		$469K Sell
2,150
-327
-13% -$74.5K 0.21% 117
2021
Q3 		$556K Sell
2,477
-16
-0.6% -$3.75K 0.28% 105
2021
Q2 		$608K Buy
2,493
+76
+3% +$19.4K 0.31% 102
2021
Q1 		$626K Buy
2,417
+173
+8% +$43.2K 0.36% 89
2020
Q4 		$510K Sell
2,244
-100
-4% -$22.5K 0.31% 93
2020
Q3 		$495K Sell
2,344
-3,700
-61% -$737K 0.36% 90
2020
Q2 		$1.05M Buy
6,044
+113
+2% +$18.1K 0.81% 44
2020
Q1 		$803K Sell
5,931
-977
-14% -$152K 0.73% 48
2019
Q4 		$1.24M Buy
6,908
+289
+4% +$50.9K 0.92% 45
2019
Q3 		$1.08M Buy
6,619
+5,096
+335% +$815K 0.92% 49
2019
Q2 		$261K Buy
1,523
+219
+17% +$35.9K 0.26% 83
2019
Q1 		$206K Buy
+1,304
New +$196K 0.21% 115

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

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

Fortem Financial Group reduced its Cummins (CMI) stake by 1.2% in Q2 2026, selling an estimated $60.6K and leaving 7,572 shares worth $5.4M. The position accounts for 1.1% of the portfolio, ranked #26.

Fortem Financial Group first reported a position in CMI in Q1 2019 and has held it in 28 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Fortem Financial Group held 7,572 shares of Cummins worth $5.4M as of Q2 2026.
  • Fortem Financial Group sold 92 Cummins shares in Q2 2026, an estimated $60.6K.
  • Cummins made up 1.1% of Fortem Financial Group's portfolio in Q2 2026, its #26 holding.
  • Fortem Financial Group first reported a position in Cummins in Q1 2019 and has held it in 28 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.