Hohimer Wealth Management
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Hohimer Wealth Management’s Cummins CMI Stock Holding History

Hohimer Wealth 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
Q3 		$2.36M Buy
4,562
+13
+0.3% +$7.84K 0.23% 126
2026
Q2 		$3.24M Buy
4,549
+3
+0.1% +$1.98K 0.32% 91
2026
Q1 		$2.45M Hold
4,546
– – 0.29% 116
2025
Q4 		$2.32M Hold
4,546
– – 0.31% 95
2025
Q3 		$1.92M Hold
4,546
– – 0.27% 113
2025
Q2 		$1.49M Hold
4,546
– – 0.26% 90
2025
Q1 		$1.42M Buy
4,546
+18
+0.4% +$6.34K 0.28% 90
2024
Q4 		$1.58M Hold
4,528
– – 0.3% 94
2024
Q3 		$1.47M Hold
4,528
– – 0.32% 88
2024
Q2 		$1.25M Hold
4,528
– – 0.29% 89
2024
Q1 		$1.33M Buy
4,528
+112
+3% +$28.9K 0.31% 87
2023
Q4 		$1.06M Sell
4,416
-250
-5% -$56.8K 0.27% 109
2023
Q3 		$1.07M Hold
4,666
– – 0.3% 86
2023
Q2 		$1.14M Buy
4,666
+500
+12% +$113K 0.32% 79
2023
Q1 		$995K Buy
+4,166
New +$1.02M 0.29% 85
2022
Q4 		– Sell
-4,202
Closed -$855K – 180
2022
Q3 		$855K Hold
4,202
– – 0.27% 96
2022
Q2 		$813K Hold
4,202
– – 0.24% 119
2022
Q1 		$862K Sell
4,202
-40
-0.9% -$8.65K 0.17% 128
2021
Q4 		$925K Sell
4,242
-9
-0.2% -$2.05K 0.19% 123
2021
Q3 		$955K Hold
4,251
– – 0.2% 122
2021
Q2 		$1.04M Buy
4,251
+123
+3% +$31.5K 0.21% 120
2021
Q1 		$1.07M Sell
4,128
-942
-19% -$235K 0.26% 106
2020
Q4 		$1.15M Sell
5,070
-12
-0.2% -$2.7K 0.31% 100
2020
Q3 		$1.12M Sell
5,082
-620
-11% -$124K 0.32% 104
2020
Q2 		$988K Sell
5,702
-6,865
-55% -$1.1M 0.34% 103
2020
Q1 		$1.9M Sell
12,567
-287
-2% -$44.7K 0.8% 45
2019
Q4 		$2.3M Buy
+12,854
New +$2.26M 0.8% 26

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hohimer Wealth Management's CMI Position: Q3 2026 in Review

Hohimer Wealth Management increased its Cummins (CMI) stake by 0.29% in Q3 2026, buying an estimated $7.84K and bringing the position to 4,562 shares worth $2.36M. The position accounts for 0.23% of the portfolio, ranked #126.

Hohimer Wealth Management first reported a position in CMI in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.24M in Q2 2026. 1,300 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Hohimer Wealth Management held 4,562 shares of Cummins worth $2.36M as of Q3 2026.
  • Hohimer Wealth Management bought 13 Cummins shares in Q3 2026, an estimated $7.84K.
  • Cummins made up 0.23% of Hohimer Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Hohimer Wealth Management first reported a position in Cummins in Q4 2019 and has held it in 27 quarters since.
  • Hohimer Wealth Management's Cummins position peaked at $3.24M in Q2 2026.
  • 1,300 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.