Hamlin Capital Management’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Other funds holding CMI
VNIM
AAMU
ORIO
CCMIC
HPC
PTPFOECYE
CNB
Hamlin Capital Management's CMI Position: Q2 2026 in Review
Hamlin Capital Management reduced its Cummins (CMI) stake by 8.8% in Q2 2026, selling an estimated $24.5M and leaving 384,365 shares worth $274M. The position accounts for 6.16% of the portfolio, ranked #1.
Hamlin Capital Management first reported a position in CMI in Q4 2018 and has held it in 31 quarters since. 337 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- Hamlin Capital Management held 384,365 shares of Cummins worth $274M as of Q2 2026.
- Hamlin Capital Management sold 37,217 Cummins shares in Q2 2026, an estimated $24.5M.
- Cummins made up 6.16% of Hamlin Capital Management's portfolio in Q2 2026, its #1 holding.
- Hamlin Capital Management first reported a position in Cummins in Q4 2018 and has held it in 31 quarters since.
- 337 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on Hamlin Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.