Kohmann Bosshard Financial Services’s Cummins CMI Stock Holding History

Kohmann Bosshard Financial Services’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	$671K	Hold	941	–	–	0.06%	117
2026 Q1	$506K	Hold	941	–	–	0.05%	122
2025 Q4	$480K	Hold	941	–	–	0.04%	157
2025 Q3	$397K	Hold	941	–	–	0.04%	145
2025 Q2	$308K	Hold	941	–	–	0.03%	146
2025 Q1	$295K	Sell	941 -3	-0.3%	-$1.06K	0.03%	166
2024 Q4	$329K	Buy	944 +2	+0.2%	+$703	0.04%	143
2024 Q3	$305K	Buy	942 +1	+0.1%	+$296	0.04%	156
2024 Q2	$261K	Hold	941	–	–	0.04%	161
2024 Q1	$277K	Buy	941 +1	+0.1%	+$258	0.04%	165
2023 Q4	$225K	Buy	+940	New	+$214K	0.03%	174
2023 Q1	–	Sell	-1,000	Closed	-$242K	–	167
2022 Q4	$242K	Buy	+1,000	New	+$238K	0.05%	130

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

Kohmann Bosshard Financial Services's CMI Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Cummins (CMI) position steady in Q2 2026 at 941 shares worth $671K. The position accounts for 0.06% of the portfolio, ranked #117.

Kohmann Bosshard Financial Services first reported a position in CMI in Q4 2022 and has held it in 12 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Kohmann Bosshard Financial Services held 941 shares of Cummins worth $671K as of Q2 2026.
Kohmann Bosshard Financial Services left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.06% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #117 holding.
Kohmann Bosshard Financial Services first reported a position in Cummins in Q4 2022 and has held it in 12 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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