Global Financial Private Client’s Cummins CMI Stock Holding History

Global Financial Private Client’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	$1.4M	Buy	1,965 +428	+28%	+$282K	0.38%	80
2026 Q1	$827K	Buy	+1,537	New	+$870K	0.27%	112
2025 Q2	–	Sell	-16	Closed	-$5.01K	–	486
2025 Q1	$5.01K	Buy	16 +9	+129%	+$3.17K	﹤0.01%	681
2024 Q4	$2.44K	Buy	7 +4	+133%	+$1.41K	﹤0.01%	708
2024 Q3	$971	Hold	3	–	–	﹤0.01%	761
2024 Q2	$831	Hold	3	–	–	﹤0.01%	631
2024 Q1	$884	Hold	3	–	–	﹤0.01%	647
2023 Q4	$719	Sell	3 -18	-86%	-$4.09K	﹤0.01%	645
2023 Q3	$4.74K	Sell	21 -5,623	-100%	-$1.36M	﹤0.01%	504
2023 Q2	$1.4M	Buy	5,644 +160	+3%	+$36.2K	0.69%	34
2023 Q1	$1.31M	Buy	5,484 +440	+9%	+$107K	0.67%	33
2022 Q4	$1.22M	Buy	5,044 +1,859	+58%	+$442K	0.68%	35
2022 Q3	$668K	Buy	3,185 +3,162	+13,748%	+$673K	0.38%	66
2022 Q2	$4.46K	Hold	23	–	–	﹤0.01%	461
2022 Q1	$4.62K	Sell	23 -700	-97%	-$151K	﹤0.01%	474
2021 Q4	$158K	Buy	723 +140	+24%	+$31.9K	0.08%	155
2021 Q3	$133K	Buy	583 +196	+51%	+$45.9K	0.07%	165
2021 Q2	$93.7K	Buy	387 +315	+438%	+$80.6K	0.05%	187
2021 Q1	$18.6K	Buy	72 +49	+213%	+$12.2K	0.01%	281
2020 Q4	$5.22K	Buy	23 +3	+15%	+$674	﹤0.01%	352
2020 Q3	$4.14K	Hold	20	–	–	﹤0.01%	355
2020 Q2	$3.42K	Hold	20	–	–	﹤0.01%	409
2020 Q1	$2.61K	Hold	20	–	–	﹤0.01%	427
2019 Q4	$3.58K	Buy	+20	New	+$3.52K	﹤0.01%	432

Other funds holding CMI

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 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 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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Global Financial Private Client's CMI Position: Q2 2026 in Review

Global Financial Private Client increased its Cummins (CMI) stake by 28% in Q2 2026, buying an estimated $282K and bringing the position to 1,965 shares worth $1.4M. The position accounts for 0.38% of the portfolio, ranked #80.

Global Financial Private Client first reported a position in CMI in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.4M in Q2 2023. 951 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Global Financial Private Client held 1,965 shares of Cummins worth $1.4M as of Q2 2026.
Global Financial Private Client bought 428 Cummins shares in Q2 2026, an estimated $282K.
Cummins made up 0.38% of Global Financial Private Client's portfolio in Q2 2026, its #80 holding.
Global Financial Private Client first reported a position in Cummins in Q4 2019 and has held it in 24 quarters since.
Global Financial Private Client's Cummins position peaked at $1.4M in Q2 2023.
951 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.