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Ironwood Investment Counsel’s Cummins CMI Stock Holding History

Ironwood Investment Counsel’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 		$7.7M Sell
10,802
-1,936
-15% -$1.28M 1.01% 26
2026
Q1 		$6.85M Sell
12,738
-5,969
-32% -$3.38M 0.99% 27
2025
Q4 		$9.55M Sell
18,707
-1,050
-5% -$491K 1.33% 14
2025
Q3 		$8.35M Sell
19,757
-4,427
-18% -$1.7M 1.22% 18
2025
Q2 		$7.92M Buy
24,184
+1,207
+5% +$374K 1.22% 19
2025
Q1 		$7.2M Buy
22,977
+498
+2% +$175K 1.24% 17
2024
Q4 		$7.84M Sell
22,479
-337
-1% -$118K 1.34% 16
2024
Q3 		$7.39M Buy
22,816
+315
+1% +$93.3K 1.23% 18
2024
Q2 		$6.23M Buy
22,501
+359
+2% +$103K 1.11% 23
2024
Q1 		$6.52M Buy
22,142
+561
+3% +$145K 1.14% 23
2023
Q4 		$5.17M Buy
21,581
+129
+0.6% +$29.3K 0.97% 30
2023
Q3 		$4.9M Buy
21,452
+660
+3% +$159K 1.03% 30
2023
Q2 		$5.1M Buy
20,792
+1,895
+10% +$429K 1.15% 28
2023
Q1 		$4.51M Buy
18,897
+1,479
+8% +$361K 1.08% 27
2022
Q4 		$4.22M Buy
17,418
+1,103
+7% +$262K 1.02% 30
2022
Q3 		$3.32M Buy
16,315
+2,237
+16% +$476K 0.95% 34
2022
Q2 		$2.72M Buy
14,078
+1,961
+16% +$392K 0.77% 43
2022
Q1 		$2.48M Buy
12,117
+6,649
+122% +$1.44M 0.61% 51
2021
Q4 		$1.19M Buy
5,468
+3
+0.1% +$684 0.27% 82
2021
Q3 		$1.23M Buy
5,465
+585
+12% +$137K 0.31% 70
2021
Q2 		$1.19M Buy
4,880
+1,916
+65% +$490K 0.32% 74
2021
Q1 		$768K Buy
2,964
+483
+19% +$121K 0.22% 89
2020
Q4 		$563K Buy
2,481
+765
+45% +$172K 0.13% 125
2020
Q3 		$362K Buy
1,716
+6
+0.4% +$1.2K 0.1% 138
2020
Q2 		$296K Sell
1,710
-19,140
-92% -$3.06M 0.09% 147
2020
Q1 		$12K Buy
20,850
+19,208
+1,170% +$2.99M ﹤0.01% 166
2019
Q4 		$294K Buy
1,642
+67
+4% +$11.8K 0.1% 140
2019
Q3 		$256K Buy
1,575
+98
+7% +$15.7K 0.09% 144
2019
Q2 		$253K Buy
+1,477
New +$242K 0.1% 142

Other funds holding CMI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return

Ironwood Investment Counsel's CMI Position: Q2 2026 in Review

Ironwood Investment Counsel reduced its Cummins (CMI) stake by 15% in Q2 2026, selling an estimated $1.28M and leaving 10,802 shares worth $7.7M. The position accounts for 1.01% of the portfolio, ranked #26.

Ironwood Investment Counsel first reported a position in CMI in Q2 2019 and has held it in 29 quarters since. The position peaked at $9.55M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Ironwood Investment Counsel held 10,802 shares of Cummins worth $7.7M as of Q2 2026.
  • Ironwood Investment Counsel sold 1,936 Cummins shares in Q2 2026, an estimated $1.28M.
  • Cummins made up 1.01% of Ironwood Investment Counsel's portfolio in Q2 2026, its #26 holding.
  • Ironwood Investment Counsel first reported a position in Cummins in Q2 2019 and has held it in 29 quarters since.
  • Ironwood Investment Counsel's Cummins position peaked at $9.55M in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.