Horst & Graben Wealth Management’s Cummins CMI Stock Holding History

Horst & Graben 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 Q2	$1.13M	Hold	1,661	–	–	0.15%	85
2026 Q1	$1.1M	Buy	1,661 +54	+3%	+$30.6K	0.15%	79
2025 Q4	$820K	Hold	1,607	–	–	0.12%	89
2025 Q3	$679K	Buy	1,607 +7	+0.4%	+$2.68K	0.1%	97
2025 Q2	$524K	Sell	1,600 -8	-0.5%	-$2.48K	0.09%	103
2025 Q1	$504K	Buy	1,608 +8	+0.5%	+$2.82K	0.09%	94
2024 Q4	$558K	Hold	1,600	–	–	0.1%	90
2024 Q3	$518K	Hold	1,600	–	–	0.09%	88
2024 Q2	$443K	Hold	1,600	–	–	0.08%	88
2024 Q1	$471K	Hold	1,600	–	–	0.1%	90
2023 Q4	$383K	Hold	1,600	–	–	0.08%	92
2023 Q3	$366K	Hold	1,600	–	–	0.09%	94
2023 Q2	$392K	Hold	1,600	–	–	0.09%	85
2023 Q1	$382K	Hold	1,600	–	–	0.09%	85
2022 Q4	$388K	Hold	1,600	–	–	0.1%	90
2022 Q3	$326K	Hold	1,600	–	–	0.09%	89
2022 Q2	$310K	Hold	1,600	–	–	0.08%	103
2022 Q1	$328K	Hold	1,600	–	–	0.08%	105
2021 Q4	$349K	Hold	1,600	–	–	0.09%	97
2021 Q3	$359K	Hold	1,600	–	–	0.1%	98
2021 Q2	$390K	Hold	1,600	–	–	0.11%	93
2021 Q1	$415K	Hold	1,600	–	–	0.13%	87
2020 Q4	$363K	Hold	1,600	–	–	0.13%	86
2020 Q3	$338K	Hold	1,600	–	–	0.13%	87
2020 Q2	$277K	Hold	1,600	–	–	0.12%	81
2020 Q1	$217K	Buy	+1,600	New	+$249K	0.11%	83

Other funds holding CMI

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 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) 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

Horst & Graben Wealth Management's CMI Position: Q2 2026 in Review

Horst & Graben Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 1,661 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #85.

Horst & Graben Wealth Management 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.

Horst & Graben Wealth Management held 1,661 shares of Cummins worth $1.13M as of Q2 2026.
Horst & Graben Wealth Management left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.15% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #85 holding.
Horst & Graben Wealth Management 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 Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.