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Joule Financial’s Cummins CMI Stock Holding History

Joule Financial’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 		$1.4M Sell
1,964
-55
-3% -$36.2K 0.38% 35
2026
Q1 		$1.09M Sell
2,019
-27
-1% -$15.3K 0.32% 37
2025
Q4 		$1.04M Hold
2,046
– – 0.31% 35
2025
Q3 		$864K Buy
2,046
+12
+0.6% +$4.6K 0.26% 43
2025
Q2 		$666K Buy
2,034
+25
+1% +$7.74K 0.22% 56
2025
Q1 		$630K Sell
2,009
-19
-0.9% -$6.69K 0.22% 52
2024
Q4 		$707K Hold
2,028
– – 0.25% 46
2024
Q3 		$657K Sell
2,028
-10
-0.5% -$2.96K 0.24% 49
2024
Q2 		$564K Buy
2,038
+102
+5% +$29.1K 0.23% 50
2024
Q1 		$570K Sell
1,936
-21
-1% -$5.41K 0.23% 44
2023
Q4 		$469K Sell
1,957
-1,296
-40% -$295K 0.22% 57
2023
Q3 		$743K Buy
3,253
+166
+5% +$40.1K 0.38% 36
2023
Q2 		$757K Buy
3,087
+271
+10% +$61.4K 0.39% 37
2023
Q1 		$673K Buy
2,816
+194
+7% +$47.4K 0.36% 35
2022
Q4 		$635K Buy
2,622
+1,234
+89% +$294K 0.42% 37
2022
Q3 		$282K Buy
+1,388
New +$295K 0.21% 69

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

Joule Financial's CMI Position: Q2 2026 in Review

Joule Financial reduced its Cummins (CMI) stake by 2.7% in Q2 2026, selling an estimated $36.2K and leaving 1,964 shares worth $1.4M. The position accounts for 0.38% of the portfolio, ranked #35.

Joule Financial first reported a position in CMI in Q3 2022 and has held it in 16 quarters since. 637 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Joule Financial held 1,964 shares of Cummins worth $1.4M as of Q2 2026.
  • Joule Financial sold 55 Cummins shares in Q2 2026, an estimated $36.2K.
  • Cummins made up 0.38% of Joule Financial's portfolio in Q2 2026, its #35 holding.
  • Joule Financial first reported a position in Cummins in Q3 2022 and has held it in 16 quarters since.
  • 637 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.