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Graves Light Lenhart Wealth’s Cummins CMI Stock Holding History

Graves Light Lenhart Wealth’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 		$456K Hold
640
– – 0.04% 128
2026
Q1 		$344K Sell
640
-23
-3% -$13K 0.04% 138
2025
Q4 		$338K Hold
663
– – 0.04% 135
2025
Q3 		$280K Hold
663
– – 0.03% 153
2025
Q2 		$217K Hold
663
– – 0.03% 179
2025
Q1 		$208K Buy
663
+3
+0.5% +$1.06K 0.03% 177
2024
Q4 		$230K Hold
660
– – 0.03% 165
2024
Q3 		$214K Buy
+660
New +$196K 0.03% 172
2022
Q3 		– Sell
-660
Closed -$128K – 244
2022
Q2 		$128K Sell
660
-34
-5% -$6.8K 0.02% 208
2022
Q1 		$142K Hold
694
– – 0.02% 213
2021
Q4 		$151K Sell
694
-138
-17% -$31.4K 0.02% 226
2021
Q3 		$187K Hold
832
– – 0.03% 184
2021
Q2 		$203K Hold
832
– – 0.03% 177
2021
Q1 		$216K Hold
832
– – 0.04% 173
2020
Q4 		$189K Buy
+832
New +$187K 0.04% 172

Other funds holding CMI

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
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
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

Graves Light Lenhart Wealth's CMI Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Cummins (CMI) position steady in Q2 2026 at 640 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #128.

Graves Light Lenhart Wealth first reported a position in CMI in Q4 2020 and has held it in 15 quarters since. 342 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Graves Light Lenhart Wealth held 640 shares of Cummins worth $456K as of Q2 2026.
  • Graves Light Lenhart Wealth left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.04% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #128 holding.
  • Graves Light Lenhart Wealth first reported a position in Cummins in Q4 2020 and has held it in 15 quarters since.
  • 342 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.