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GHP Investment Advisors’s Cummins CMI Stock Holding History

GHP Investment 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 		$13.6M Sell
19,081
-97
-0.5% -$63.9K 0.5% 69
2026
Q1 		$10.3M Buy
19,178
+34
+0.2% +$19.2K 0.42% 81
2025
Q4 		$9.77M Sell
19,144
-100
-0.5% -$46.7K 0.4% 78
2025
Q3 		$8.13M Buy
19,244
+407
+2% +$156K 0.34% 102
2025
Q2 		$6.17M Buy
18,837
+241
+1% +$74.6K 0.27% 134
2025
Q1 		$5.83M Buy
18,596
+445
+2% +$157K 0.28% 133
2024
Q4 		$6.33M Buy
18,151
+303
+2% +$106K 0.3% 124
2024
Q3 		$5.78M Buy
17,848
+299
+2% +$88.6K 0.26% 137
2024
Q2 		$4.86M Buy
17,549
+768
+5% +$219K 0.24% 143
2024
Q1 		$4.94M Buy
16,781
+989
+6% +$255K 0.25% 146
2023
Q4 		$3.78M Buy
15,792
+651
+4% +$148K 0.2% 160
2023
Q3 		$3.45M Buy
15,141
+811
+6% +$196K 0.21% 157
2023
Q2 		$3.42M Buy
14,330
+2,083
+17% +$472K 0.2% 165
2023
Q1 		$2.93M Buy
12,247
+584
+5% +$143K 0.19% 171
2022
Q4 		$2.83M Buy
11,663
+721
+7% +$172K 0.19% 176
2022
Q3 		$2.23M Buy
10,942
+369
+3% +$78.5K 0.17% 188
2022
Q2 		$2.05M Sell
10,573
-453
-4% -$90.6K 0.15% 204
2022
Q1 		$2.26M Buy
11,026
+1,274
+13% +$276K 0.15% 201
2021
Q4 		$2.13M Buy
9,752
+1,544
+19% +$352K 0.15% 183
2021
Q3 		$1.84M Buy
8,208
+1,408
+21% +$330K 0.15% 175
2021
Q2 		$1.66M Buy
6,800
+28
+0.4% +$7.16K 0.13% 179
2021
Q1 		$1.75M Buy
6,772
+346
+5% +$86.4K 0.15% 170
2020
Q4 		$1.46M Buy
6,426
+1,307
+26% +$294K 0.14% 171
2020
Q3 		$1.08M Buy
5,119
+165
+3% +$32.9K 0.12% 174
2020
Q2 		$858K Buy
4,954
+629
+15% +$101K 0.11% 185
2020
Q1 		$585K Sell
4,325
-375
-8% -$58.5K 0.09% 204
2019
Q4 		$841K Buy
4,700
+1,448
+45% +$255K 0.09% 205
2019
Q3 		$529K Buy
3,252
+663
+26% +$106K 0.07% 227
2019
Q2 		$444K Buy
2,589
+753
+41% +$123K 0.05% 238
2019
Q1 		$290K Buy
+1,836
New +$275K 0.04% 277

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

GHP Investment Advisors's CMI Position: Q2 2026 in Review

GHP Investment Advisors reduced its Cummins (CMI) stake by 0.51% in Q2 2026, selling an estimated $63.9K and leaving 19,081 shares worth $13.6M. The position accounts for 0.5% of the portfolio, ranked #69.

GHP Investment Advisors first reported a position in CMI in Q1 2019 and has held it in 30 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • GHP Investment Advisors held 19,081 shares of Cummins worth $13.6M as of Q2 2026.
  • GHP Investment Advisors sold 97 Cummins shares in Q2 2026, an estimated $63.9K.
  • Cummins made up 0.5% of GHP Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • GHP Investment Advisors first reported a position in Cummins in Q1 2019 and has held it in 30 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.