Keyes Stange & Wooten Wealth Management’s Cummins CMI Stock Holding History

Keyes Stange & Wooten 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	$785K	Buy	1,100 +2	+0.2%	+$1.32K	0.31%	28
2026 Q1	$591K	Buy	1,098 +1	+0.1%	+$566	0.26%	40
2025 Q4	$560K	Sell	1,097 -56	-5%	-$26.2K	0.27%	39
2025 Q3	$487K	Sell	1,153 -3	-0.3%	-$1.15K	0.24%	43
2025 Q2	$379K	Buy	+1,156	New	+$358K	0.2%	47

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's CMI Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management increased its Cummins (CMI) stake by 0.18% in Q2 2026, buying an estimated $1.32K and bringing the position to 1,100 shares worth $785K. The position accounts for 0.31% of the portfolio, ranked #28.

Keyes Stange & Wooten Wealth Management first reported a position in CMI in Q2 2025 and has held it in 5 quarters since. 886 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 1,100 shares of Cummins worth $785K as of Q2 2026.
Keyes Stange & Wooten Wealth Management bought 2 Cummins shares in Q2 2026, an estimated $1.32K.
Cummins made up 0.31% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #28 holding.
Keyes Stange & Wooten Wealth Management first reported a position in Cummins in Q2 2025 and has held it in 5 quarters since.
886 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.