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Investment House LLC’s Cummins CMI Stock Holding History

Investment House LLC’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 		$17.8M Sell
33,062
-324
-1% -$213K 0.93% 26
2026
Q1 		$18M Sell
33,386
-561
-2% -$317K 0.93% 26
2025
Q4 		$17.3M Sell
33,947
-305
-0.9% -$143K 0.82% 33
2025
Q3 		$14.5M Hold
34,252
– – 0.69% 40
2025
Q2 		$11.2M Sell
34,252
-553
-2% -$171K 0.57% 50
2025
Q1 		$10.9M Buy
34,805
+1,020
+3% +$359K 0.62% 46
2024
Q4 		$11.8M Sell
33,785
-30
-0.1% -$10.5K 0.64% 45
2024
Q3 		$10.9M Buy
33,815
+2,719
+9% +$805K 0.59% 48
2024
Q2 		$8.61M Buy
31,096
+705
+2% +$201K 0.49% 54
2024
Q1 		$8.95M Buy
30,391
+5,971
+24% +$1.54M 0.53% 51
2023
Q4 		$5.85M Buy
24,420
+318
+1% +$72.3K 0.41% 62
2023
Q3 		$5.51M Sell
24,102
-857
-3% -$207K 0.43% 63
2023
Q2 		$6.12M Sell
24,959
-145
-0.6% -$32.8K 0.46% 62
2023
Q1 		$6M Sell
25,104
-78
-0.3% -$19K 0.49% 59
2022
Q4 		$6.1M Buy
25,182
+2,410
+11% +$573K 0.57% 57
2022
Q3 		$4.63M Buy
22,772
+2,050
+10% +$436K 0.43% 59
2022
Q2 		$4.01M Sell
20,722
-85
-0.4% -$17K 0.35% 66
2022
Q1 		$4.27M Sell
20,807
-920
-4% -$199K 0.31% 66
2021
Q4 		$4.74M Sell
21,727
-710
-3% -$162K 0.3% 66
2021
Q3 		$5.04M Sell
22,437
-110
-0.5% -$25.8K 0.37% 61
2021
Q2 		$5.5M Buy
22,547
+1,570
+7% +$402K 0.39% 61
2021
Q1 		$5.43M Sell
20,977
-735
-3% -$184K 0.42% 61
2020
Q4 		$4.93M Buy
21,712
+98
+0.5% +$22K 0.35% 65
2020
Q3 		$4.56M Sell
21,614
-335
-2% -$66.7K 0.36% 62
2020
Q2 		$3.8M Sell
21,949
-4,633
-17% -$740K 0.33% 68
2020
Q1 		$3.6M Sell
26,582
-7,849
-23% -$1.22M 0.41% 64
2019
Q4 		$6.16M Sell
34,431
-1,185
-3% -$209K 0.57% 50
2019
Q3 		$5.79M Buy
35,616
+1,200
+3% +$192K 0.59% 51
2019
Q2 		$5.9M Buy
34,416
+156
+0.5% +$25.5K 0.62% 50
2019
Q1 		$5.41M Buy
34,260
+405
+1% +$60.8K 0.58% 54
2018
Q4 		$4.52M Buy
33,855
+1,665
+5% +$235K 0.56% 57
2018
Q3 		$4.7M Buy
32,190
+1,440
+5% +$203K 0.5% 59
2018
Q2 		$4.09M Sell
30,750
-259
-0.8% -$38.8K 0.47% 60
2018
Q1 		$5.03M Sell
31,009
-120
-0.4% -$20.6K 0.61% 55
2017
Q4 		$5.5M Buy
31,129
+230
+0.7% +$39.3K 0.67% 49
2017
Q3 		$5.19M Buy
30,899
+125
+0.4% +$20.2K 0.68% 51
2017
Q2 		$4.99M Buy
30,774
+260
+0.9% +$40.3K 0.67% 52
2017
Q1 		$4.61M Sell
30,514
-265
-0.9% -$39.2K 0.65% 56
2016
Q4 		$4.21M Sell
30,779
-65
-0.2% -$8.7K 0.64% 57
2016
Q3 		$3.95M Buy
30,844
+90
+0.3% +$10.9K 0.59% 57
2016
Q2 		$3.46M Sell
30,754
-80
-0.3% -$9.06K 0.55% 65
2016
Q1 		$3.39M Buy
30,834
+335
+1% +$32.4K 0.54% 64
2015
Q4 		$2.68M Sell
30,499
-1,867
-6% -$186K 0.44% 73
2015
Q3 		$3.51M Buy
32,366
+265
+0.8% +$32.7K 0.61% 58
2015
Q2 		$4.21M Sell
32,101
-105
-0.3% -$14.4K 0.68% 50
2015
Q1 		$4.46M Buy
32,206
+2,235
+7% +$315K 0.72% 51
2014
Q4 		$4.32M Buy
29,971
+880
+3% +$124K 0.7% 50
2014
Q3 		$3.84M Buy
29,091
+660
+2% +$95.2K 0.64% 52
2014
Q2 		$4.39M Buy
28,431
+420
+1% +$63.5K 0.75% 45
2014
Q1 		$4.17M Buy
28,011
+125
+0.4% +$17.4K 0.74% 49
2013
Q4 		$3.93M Buy
27,886
+340
+1% +$45.1K 0.71% 49
2013
Q3 		$3.66M Sell
27,546
-75
-0.3% -$9.26K 0.74% 46
2013
Q2 		$3M Buy
+27,621
New +$3.13M 0.65% 57

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

Investment House LLC's CMI Position: Q2 2026 in Review

Investment House LLC reduced its Cummins (CMI) stake by 0.97% in Q2 2026, selling an estimated $213K and leaving 33,062 shares worth $17.8M. The position accounts for 0.93% of the portfolio, ranked #26.

Investment House LLC first reported a position in CMI in Q2 2013 and has held it in 53 quarters since. The position peaked at $18M in Q1 2026. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Investment House LLC held 33,062 shares of Cummins worth $17.8M as of Q2 2026.
  • Investment House LLC sold 324 Cummins shares in Q2 2026, an estimated $213K.
  • Cummins made up 0.93% of Investment House LLC's portfolio in Q2 2026, its #26 holding.
  • Investment House LLC first reported a position in Cummins in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's Cummins position peaked at $18M in Q1 2026.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.