FFO
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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
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

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

Fortitude Family Office's CMI Position: Q2 2026 in Review

Fortitude Family Office increased its Cummins (CMI) stake by 5.8% in Q2 2026, buying an estimated $4.61K and bringing the position to 127 shares worth $90.6K. The position accounts for 0.02% of the portfolio, ranked #192.

Fortitude Family Office first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Fortitude Family Office held 127 shares of Cummins worth $90.6K as of Q2 2026.
  • Fortitude Family Office bought 7 Cummins shares in Q2 2026, an estimated $4.61K.
  • Cummins made up 0.02% of Fortitude Family Office's portfolio in Q2 2026, its #192 holding.
  • Fortitude Family Office first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.