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HHM Wealth Advisors’s Cummins CMI Stock Holding History

HHM Wealth Advisors’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 		$912K Sell
1,279
-19
-1% -$12.5K 0.09% 86
2026
Q1 		$698K Sell
1,298
-193
-13% -$109K 0.08% 94
2025
Q4 		$761K Hold
1,491
– – 0.09% 85
2025
Q3 		$630K Sell
1,491
-4
-0.3% -$1.53K 0.07% 101
2025
Q2 		$490K Sell
1,495
-79
-5% -$24.5K 0.06% 116
2025
Q1 		$493K Buy
1,574
+79
+5% +$27.8K 0.07% 106
2024
Q4 		$521K Buy
1,495
+104
+7% +$36.5K 0.07% 99
2024
Q3 		$450K Buy
1,391
+21
+2% +$6.22K 0.06% 99
2024
Q2 		$379K Buy
1,370
+1,255
+1,091% +$359K 0.06% 107
2024
Q1 		$33.9K Hold
115
– – 0.01% 347
2023
Q4 		$27.6K Hold
115
– – ﹤0.01% 373
2023
Q3 		$26.3K Sell
115
-50
-30% -$12.1K 0.01% 362
2023
Q2 		$40.5K Hold
165
– – 0.01% 315
2023
Q1 		$39.4K Hold
165
– – 0.01% 307
2022
Q4 		$40K Hold
165
– – 0.01% 270
2022
Q3 		$34K Hold
165
– – 0.01% 281
2022
Q2 		$32K Hold
165
– – 0.01% 341
2022
Q1 		$34K Hold
165
– – 0.01% 359
2021
Q4 		$36K Buy
165
+15
+10% +$3.42K 0.01% 346
2021
Q3 		$34K Hold
150
– – 0.01% 343
2021
Q2 		$37K Hold
150
– – 0.01% 333
2021
Q1 		$39K Hold
150
– – 0.01% 311
2020
Q4 		$34K Hold
150
– – 0.01% 298
2020
Q3 		$32K Buy
150
+50
+50% +$9.96K 0.01% 270
2020
Q2 		$17K Hold
100
– – 0.01% 319
2020
Q1 		$14K Buy
+100
New +$15.6K 0.01% 333

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

HHM Wealth Advisors's CMI Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Cummins (CMI) stake by 1.5% in Q2 2026, selling an estimated $12.5K and leaving 1,279 shares worth $912K. The position accounts for 0.09% of the portfolio, ranked #86.

HHM Wealth Advisors first reported a position in CMI in Q1 2020 and has held it in 26 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • HHM Wealth Advisors held 1,279 shares of Cummins worth $912K as of Q2 2026.
  • HHM Wealth Advisors sold 19 Cummins shares in Q2 2026, an estimated $12.5K.
  • Cummins made up 0.09% of HHM Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • HHM Wealth Advisors first reported a position in Cummins in Q1 2020 and has held it in 26 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.