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HM Payson & Co’s Cummins CMI Stock Holding History

HM Payson & Co’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 		$41.5M Sell
58,256
-1,706
-3% -$1.12M 0.55% 48
2026
Q1 		$32.3M Sell
59,962
-297
-0.5% -$168K 0.47% 54
2025
Q4 		$30.8M Hold
60,259
– – 0.43% 53
2025
Q3 		$25.5M Sell
60,259
-1,657
-3% -$635K 0.37% 56
2025
Q2 		$20.3M Sell
61,916
-960
-2% -$297K 0.32% 59
2025
Q1 		$19.7M Buy
62,876
+646
+1% +$228K 0.35% 58
2024
Q4 		$21.7M Buy
62,230
+98
+0.2% +$34.4K 0.37% 60
2024
Q3 		$20.1M Sell
62,132
-557
-0.9% -$165K 0.35% 63
2024
Q2 		$17.4M Sell
62,689
-588
-0.9% -$168K 0.32% 63
2024
Q1 		$18.6M Sell
63,277
-2,523
-4% -$650K 0.35% 62
2023
Q4 		$15.8M Sell
65,800
-1,464
-2% -$333K 0.33% 59
2023
Q3 		$15.4M Sell
67,264
-706
-1% -$170K 0.36% 59
2023
Q2 		$16.7M Sell
67,970
-1,450
-2% -$328K 0.37% 57
2023
Q1 		$16.6M Sell
69,420
-1,264
-2% -$309K 0.4% 56
2022
Q4 		$17.1M Sell
70,684
-1,906
-3% -$453K 0.43% 53
2022
Q3 		$14.8M Sell
72,590
-1,204
-2% -$256K 0.41% 55
2022
Q2 		$14.3M Sell
73,794
-3,221
-4% -$644K 0.37% 60
2022
Q1 		$15.8M Sell
77,015
-2,031
-3% -$439K 0.36% 64
2021
Q4 		$17.2M Sell
79,046
-7,247
-8% -$1.65M 0.37% 62
2021
Q3 		$19.4M Sell
86,293
-103,494
-55% -$24.3M 0.47% 55
2021
Q2 		$46.3M Buy
189,787
+270
+0.1% +$69K 1.13% 31
2021
Q1 		$49.1M Buy
189,517
+1,104
+0.6% +$276K 1.31% 27
2020
Q4 		$42.8M Sell
188,413
-379
-0.2% -$85.1K 1.18% 28
2020
Q3 		$39.9M Sell
188,792
-4,095
-2% -$816K 1.23% 28
2020
Q2 		$33.4M Sell
192,887
-2,678
-1% -$428K 1.12% 32
2020
Q1 		$26.5M Sell
195,565
-38,249
-16% -$5.96M 1.04% 34
2019
Q4 		$41.8M Sell
233,814
-6,989
-3% -$1.23M 1.34% 26
2019
Q3 		$39.2M Buy
240,803
+26,259
+12% +$4.2M 1.38% 25
2019
Q2 		$36.8M Buy
214,544
+7,685
+4% +$1.26M 1.32% 25
2019
Q1 		$32.7M Buy
206,859
+203,672
+6,391% +$30.6M 1.25% 29
2018
Q4 		$426K Sell
3,187
-153,690
-98% -$21.7M 1.25% 34
2018
Q3 		$22.9M Sell
156,877
-13,362
-8% -$1.88M 1.03% 36
2018
Q2 		$22.6M Buy
170,239
+35,666
+27% +$5.34M 0.97% 39
2018
Q1 		$21.8M Sell
134,573
-2,241
-2% -$385K 0.9% 39
2017
Q4 		$24.2M Sell
136,814
-712
-0.5% -$122K 0.97% 36
2017
Q3 		$23.1M Sell
137,526
-1,950
-1% -$316K 0.99% 37
2017
Q2 		$22.6M Sell
139,476
-45,404
-25% -$7.05M 1.02% 34
2017
Q1 		$28M Sell
184,880
-6,306
-3% -$933K 1.27% 23
2016
Q4 		$26.1M Sell
191,186
-18,497
-9% -$2.48M 1.24% 24
2016
Q3 		$26.9M Buy
209,683
+3,559
+2% +$432K 1.31% 23
2016
Q2 		$23.2M Sell
206,124
-958
-0.5% -$109K 1.16% 25
2016
Q1 		$22.8M Sell
207,082
-4,975
-2% -$481K 1.18% 24
2015
Q4 		$18.7M Buy
212,057
+28,941
+16% +$2.89M 0.96% 29
2015
Q3 		$19.9M Buy
183,116
+93,270
+104% +$11.5M 1.08% 29
2015
Q2 		$11.8M Buy
89,846
+2,335
+3% +$321K 0.59% 54
2015
Q1 		$12.1M Buy
87,511
+3,006
+4% +$424K 0.61% 50
2014
Q4 		$12.2M Sell
84,505
-535
-0.6% -$75.7K 0.6% 51
2014
Q3 		$11.2M Sell
85,040
-3,300
-4% -$476K 0.58% 52
2014
Q2 		$13.6M Sell
88,340
-577
-0.6% -$87.3K 0.7% 42
2014
Q1 		$13.2M Sell
88,917
-1,572
-2% -$218K 0.7% 45
2013
Q4 		$12.8M Sell
90,489
-1,540
-2% -$204K 0.68% 43
2013
Q3 		$12.2M Sell
92,029
-929
-1% -$115K 0.71% 43
2013
Q2 		$10.1M Buy
+92,958
New +$10.5M 0.61% 52

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

HM Payson & Co's CMI Position: Q2 2026 in Review

HM Payson & Co reduced its Cummins (CMI) stake by 2.8% in Q2 2026, selling an estimated $1.12M and leaving 58,256 shares worth $41.5M. The position accounts for 0.55% of the portfolio, ranked #48.

HM Payson & Co first reported a position in CMI in Q2 2013 and has held it in 53 quarters since. The position peaked at $49.1M in Q1 2021. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • HM Payson & Co held 58,256 shares of Cummins worth $41.5M as of Q2 2026.
  • HM Payson & Co sold 1,706 Cummins shares in Q2 2026, an estimated $1.12M.
  • Cummins made up 0.55% of HM Payson & Co's portfolio in Q2 2026, its #48 holding.
  • HM Payson & Co first reported a position in Cummins in Q2 2013 and has held it in 53 quarters since.
  • HM Payson & Co's Cummins position peaked at $49.1M in Q1 2021.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.