Harbour Trust & Investment Management’s Cummins CMI Stock Holding History

Harbour Trust & Investment 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	$3.77M	Sell	5,284 -5	-0.1%	-$3.29K	0.36%	56
2026 Q1	$2.85M	Sell	5,289 -165	-3%	-$93.4K	0.3%	59
2025 Q4	$2.78M	Sell	5,454 -75	-1%	-$35.1K	0.28%	61
2025 Q3	$2.34M	Sell	5,529 -44	-0.8%	-$16.9K	0.24%	68
2025 Q2	$1.83M	Sell	5,573 -25	-0.4%	-$7.74K	0.2%	71
2025 Q1	$1.75M	Sell	5,598 -60	-1%	-$21.1K	0.21%	72
2024 Q4	$1.97M	Sell	5,658 -45	-0.8%	-$15.8K	0.22%	73
2024 Q3	$1.85M	Sell	5,703 -42	-0.7%	-$12.4K	0.21%	74
2024 Q2	$1.59M	Sell	5,745 -43	-0.7%	-$12.3K	0.19%	77
2024 Q1	$1.71M	Sell	5,788 -218	-4%	-$56.2K	0.21%	76
2023 Q4	$1.44M	Buy	+6,006	New	+$1.37M	0.2%	81

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Harbour Trust & Investment Management's CMI Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its Cummins (CMI) stake by 0.09% in Q2 2026, selling an estimated $3.29K and leaving 5,284 shares worth $3.77M. The position accounts for 0.36% of the portfolio, ranked #56.

Harbour Trust & Investment Management first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 949 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Harbour Trust & Investment Management held 5,284 shares of Cummins worth $3.77M as of Q2 2026.
Harbour Trust & Investment Management sold 5 Cummins shares in Q2 2026, an estimated $3.29K.
Cummins made up 0.36% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #56 holding.
Harbour Trust & Investment Management first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
949 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.