Grant Private Wealth Management’s Cummins CMI Stock Holding History

Grant Private 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	$200K	Buy	+281	New	+$185K	0.08%	161

Other funds holding CMI

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Grant Private Wealth Management's CMI Position: Q2 2026 in Review

Grant Private Wealth Management opened a new position in Cummins (CMI) in Q2 2026: 281 shares worth $200K. The stake represents 0.08% of the portfolio and ranks #161 among its holdings.

342 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Grant Private Wealth Management held 281 shares of Cummins worth $200K as of Q2 2026.
Cummins was a new Grant Private Wealth Management position in Q2 2026.
Cummins made up 0.08% of Grant Private Wealth Management's portfolio in Q2 2026, its #161 holding.
342 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.