Golden State Wealth Management’s Cummins CMI Stock Holding History

Golden State Wealth Management’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	$698K	Buy	979 +1	+0.1%	+$659	0.06%	237
2026 Q1	$526K	Buy	978 +1	+0.1%	+$566	0.06%	244
2025 Q4	$499K	Hold	977	–	–	0.05%	254
2025 Q3	$413K	Buy	977 +61	+7%	+$23.4K	0.05%	271
2025 Q2	$300K	Sell	916 -100	-10%	-$31K	0.04%	301
2025 Q1	$319K	Sell	1,016 -2	-0.2%	-$705	0.05%	282
2024 Q4	$355K	Buy	+1,018	New	+$358K	0.05%	250
2020 Q2	–	Sell	-42	Closed	-$6K	–	310
2020 Q1	$6K	Buy	+42	New	+$6.55K	﹤0.01%	702
2019 Q4	–	Sell	-42	Closed	-$7K	–	205
2019 Q3	$7K	Hold	42	–	–	﹤0.01%	803
2019 Q2	$7K	Hold	42	–	–	﹤0.01%	807
2019 Q1	$7K	Buy	+42	New	+$6.3K	﹤0.01%	833

Other funds holding CMI

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 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) 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

Golden State Wealth Management's CMI Position: Q2 2026 in Review

Golden State Wealth Management increased its Cummins (CMI) stake by 0.1% in Q2 2026, buying an estimated $659 and bringing the position to 979 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #237.

Golden State Wealth Management first reported a position in CMI in Q1 2019 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Golden State Wealth Management held 979 shares of Cummins worth $698K as of Q2 2026.
Golden State Wealth Management bought 1 Cummins share in Q2 2026, an estimated $659.
Cummins made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #237 holding.
Golden State Wealth Management first reported a position in Cummins in Q1 2019 and has held it in 11 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.