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Global Wealth Strategies & Associates’s Cummins CMI Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-153
Closed -$82.3K – 161
2026
Q1 		$82.3K Hold
153
– – 0.02% 131
2025
Q4 		$78.1K Hold
153
– – 0.02% 123
2025
Q3 		$64.6K Hold
153
– – 0.02% 127
2025
Q2 		$50.1K Sell
153
-28
-15% -$8.67K 0.01% 112
2025
Q1 		$56.7K Buy
181
+28
+18% +$9.86K 0.02% 105
2024
Q4 		$53.3K Buy
153
+25
+20% +$8.78K 0.02% 104
2024
Q3 		$41.4K Hold
128
– – 0.01% 105
2024
Q2 		$35.4K Hold
128
– – 0.01% 104
2024
Q1 		$37.7K Hold
128
– – 0.01% 103
2023
Q4 		$30.7K Hold
128
– – 0.01% 102
2023
Q3 		$29.2K Buy
+128
New +$30.9K 0.01% 98

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Global Wealth Strategies & Associates's CMI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Cummins (CMI) in Q2 2026, closing a stake of 153 shares — an estimated $82.3K sold.

Global Wealth Strategies & Associates first reported a position in CMI in Q3 2023 and held it in 11 quarters. The position peaked at $82.3K in Q1 2026. 885 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 153 Cummins shares in Q2 2026, an estimated $82.3K.
  • Global Wealth Strategies & Associates first reported a position in Cummins in Q3 2023 and held it in 11 quarters.
  • Global Wealth Strategies & Associates's Cummins position peaked at $82.3K in Q1 2026.
  • 885 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.