Fortitude Family Office’s Cummins CMI Stock Holding History

Fortitude Family Office’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 Q3	$61.5K	Sell	119 -8	-6%	-$4.83K	0.01%	379
2026 Q2	$90.6K	Buy	127 +7	+6%	+$4.61K	0.02%	192
2026 Q1	$64.6K	Buy	120 +23	+24%	+$13K	0.01%	202
2025 Q4	$49.5K	Hold	97	–	–	0.01%	248
2025 Q3	$41K	Hold	97	–	–	0.01%	265
2025 Q2	$31.8K	Sell	97 -9	-8%	-$2.79K	0.01%	306
2025 Q1	$33.2K	Hold	106	–	–	0.01%	294
2024 Q4	$37K	Hold	106	–	–	0.01%	320
2024 Q3	$34.3K	Buy	106 +10	+10%	+$2.96K	0.01%	306
2024 Q2	$26.6K	Hold	96	–	–	0.02%	260
2024 Q1	$28.3K	Hold	96	–	–	0.02%	230
2023 Q4	$23K	Buy	+96	New	+$21.8K	0.02%	276

Other funds holding CMI

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FAS

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

Fortitude Family Office's CMI Position: Q3 2026 in Review

Fortitude Family Office reduced its Cummins (CMI) stake by 6.3% in Q3 2026, selling an estimated $4.83K and leaving 119 shares worth $61.5K. The position accounts for 0.01% of the portfolio, ranked #379.

Fortitude Family Office first reported a position in CMI in Q4 2023 and has held it in 12 quarters since. The position peaked at $90.6K in Q2 2026. 272 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Fortitude Family Office held 119 shares of Cummins worth $61.5K as of Q3 2026.
Fortitude Family Office sold 8 Cummins shares in Q3 2026, an estimated $4.83K.
Cummins made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #379 holding.
Fortitude Family Office first reported a position in Cummins in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Cummins position peaked at $90.6K in Q2 2026.
272 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.