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Fortune Financial Advisors’s Cummins CMI Stock Holding History

Fortune Financial 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 		$639K Hold
897
– – 0.27% 84
2026
Q1 		$482K Hold
897
– – 0.25% 88
2025
Q4 		$458K Hold
897
– – 0.31% 67
2025
Q3 		$379K Hold
897
– – 0.28% 75
2025
Q2 		$294K Hold
897
– – 0.24% 80
2025
Q1 		$281K Hold
897
– – 0.24% 80
2024
Q4 		$313K Hold
897
– – 0.28% 73
2024
Q3 		$290K Hold
897
– – 0.26% 74
2024
Q2 		$248K Hold
897
– – 0.15% 119
2024
Q1 		$264K Hold
897
– – 0.17% 121
2023
Q4 		$215K Buy
897
+2
+0.2% +$455 0.15% 120
2023
Q3 		$204K Buy
895
+2
+0.2% +$483 0.16% 114
2023
Q2 		$219K Buy
+893
New +$202K 0.16% 114

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fortune Financial Advisors's CMI Position: Q2 2026 in Review

Fortune Financial Advisors held its Cummins (CMI) position steady in Q2 2026 at 897 shares worth $639K. The position accounts for 0.27% of the portfolio, ranked #84.

Fortune Financial Advisors first reported a position in CMI in Q2 2023 and has held it in 13 quarters since. 951 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Fortune Financial Advisors held 897 shares of Cummins worth $639K as of Q2 2026.
  • Fortune Financial Advisors left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.27% of Fortune Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Fortune Financial Advisors first reported a position in Cummins in Q2 2023 and has held it in 13 quarters since.
  • 951 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.