Ipswich Investment Management’s Cummins CMI Stock Holding History

Ipswich Investment 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	$3.15M	Sell	4,417 -205	-4%	-$135K	0.67%	36
2026 Q1	$2.49M	Sell	4,622 -580	-11%	-$328K	0.58%	43
2025 Q4	$2.66M	Sell	5,202 -300	-5%	-$140K	0.61%	39
2025 Q3	$2.32M	Sell	5,502 -100	-2%	-$38.3K	0.54%	43
2025 Q2	$1.83M	Sell	5,602 -210	-4%	-$65K	0.44%	53
2025 Q1	$1.82M	Hold	5,812	–	–	0.45%	54
2024 Q4	$2.03M	Sell	5,812 -463	-7%	-$163K	0.49%	48
2024 Q3	$2.03M	Hold	6,275	–	–	0.47%	55
2024 Q2	$1.74M	Hold	6,275	–	–	0.41%	56
2024 Q1	$1.85M	Hold	6,275	–	–	0.43%	56
2023 Q4	$1.5M	Buy	6,275 +600	+11%	+$136K	0.38%	63
2023 Q3	$1.3M	Buy	+5,675	New	+$1.37M	0.35%	68
2019 Q1	–	Sell	-210	Closed	-$28K	–	214
2018 Q4	$28K	Buy	+210	New	+$29.6K	0.01%	313
2016 Q2	–	Sell	-280	Closed	-$31K	–	181
2016 Q1	$31K	Buy	+280	New	+$27.1K	0.01%	265
2014 Q4	–	Sell	-1,745	Closed	-$230K	–	135
2014 Q3	$230K	Buy	+1,745	New	+$252K	0.1%	115

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

Ipswich Investment Management's CMI Position: Q2 2026 in Review

Ipswich Investment Management reduced its Cummins (CMI) stake by 4.4% in Q2 2026, selling an estimated $135K and leaving 4,417 shares worth $3.15M. The position accounts for 0.67% of the portfolio, ranked #36.

Ipswich Investment Management first reported a position in CMI in Q3 2014 and has held it in 15 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Ipswich Investment Management held 4,417 shares of Cummins worth $3.15M as of Q2 2026.
Ipswich Investment Management sold 205 Cummins shares in Q2 2026, an estimated $135K.
Cummins made up 0.67% of Ipswich Investment Management's portfolio in Q2 2026, its #36 holding.
Ipswich Investment Management first reported a position in Cummins in Q3 2014 and has held it in 15 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.