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FSM Wealth Advisors’s Cummins CMI Stock Holding History

FSM Wealth 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 		$343K Buy
481
+11
+2% +$7.25K 0.04% 238
2026
Q1 		$253K Buy
470
+31
+7% +$17.5K 0.03% 263
2025
Q4 		$224K Buy
+439
New +$205K 0.03% 288
2025
Q1 		– Sell
-576
Closed -$211K – 213
2024
Q4 		$211K Sell
576
-53
-8% -$18.6K 0.05% 184
2024
Q3 		$204K Buy
+629
New +$186K 0.05% 186

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

FSM Wealth Advisors's CMI Position: Q2 2026 in Review

FSM Wealth Advisors increased its Cummins (CMI) stake by 2.3% in Q2 2026, buying an estimated $7.25K and bringing the position to 481 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #238.

FSM Wealth Advisors first reported a position in CMI in Q3 2024 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • FSM Wealth Advisors held 481 shares of Cummins worth $343K as of Q2 2026.
  • FSM Wealth Advisors bought 11 Cummins shares in Q2 2026, an estimated $7.25K.
  • Cummins made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #238 holding.
  • FSM Wealth Advisors first reported a position in Cummins in Q3 2024 and has held it in 5 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.