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Great Diamond Partners’s Cummins CMI Stock Holding History

Great Diamond Partners’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 		$3.23M Sell
4,523
-26
-0.6% -$17.1K 0.55% 49
2026
Q1 		$2.45M Buy
+4,549
New +$2.57M 0.47% 70
2020
Q1 		– Sell
-125
Closed -$22K – 215
2019
Q4 		$22K Buy
+125
New +$22K 0.01% 445

Other funds holding CMI

Robeco Institutional Asset Management
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
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)
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

Great Diamond Partners's CMI Position: Q2 2026 in Review

Great Diamond Partners reduced its Cummins (CMI) stake by 0.57% in Q2 2026, selling an estimated $17.1K and leaving 4,523 shares worth $3.23M. The position accounts for 0.55% of the portfolio, ranked #49.

Great Diamond Partners first reported a position in CMI in Q4 2019 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Great Diamond Partners held 4,523 shares of Cummins worth $3.23M as of Q2 2026.
  • Great Diamond Partners sold 26 Cummins shares in Q2 2026, an estimated $17.1K.
  • Cummins made up 0.55% of Great Diamond Partners's portfolio in Q2 2026, its #49 holding.
  • Great Diamond Partners first reported a position in Cummins in Q4 2019 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.