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Lee Financial’s Cummins CMI Stock Holding History

Lee 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 		$216K Buy
+303
New +$200K 0.03% 154
2024
Q1 		– Sell
-316
Closed -$75.7K – 281
2023
Q4 		$75.7K Hold
316
– – 0.01% 198
2023
Q3 		$72.2K Hold
316
– – 0.01% 185
2023
Q2 		$77.5K Hold
316
– – 0.01% 188
2023
Q1 		$75.5K Sell
316
-4
-1% -$977 0.01% 204
2022
Q4 		$77.5K Hold
320
– – 0.01% 220
2022
Q3 		$65K Buy
320
+289
+932% +$61.5K 0.01% 231
2022
Q2 		$6K Buy
+31
New +$6.2K ﹤0.01% 522
2022
Q1 		– Sell
-1
Closed – – 792
2021
Q4 		$0 Buy
+1
New +$228 ﹤0.01% 911
2018
Q3 		– Sell
-48
Closed -$6K – 513
2018
Q2 		$6K Hold
48
– – ﹤0.01% 584
2018
Q1 		$8K Sell
48
-100
-68% -$17.2K ﹤0.01% 525
2017
Q4 		$26K Buy
148
+74
+100% +$12.7K 0.01% 231
2017
Q3 		$12K Hold
74
– – ﹤0.01% 299
2017
Q2 		$12K Buy
+74
New +$11.5K ﹤0.01% 295

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
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Lee Financial's CMI Position: Q2 2026 in Review

Lee Financial opened a new position in Cummins (CMI) in Q2 2026: 303 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #154 among its holdings. This is a return to the name: Lee Financial previously reported a position in CMI as recently as Q4 2023.

Lee Financial first reported a position in CMI in Q2 2017 and has held it in 14 quarters since. 537 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Lee Financial held 303 shares of Cummins worth $216K as of Q2 2026.
  • Cummins was a new Lee Financial position in Q2 2026.
  • Cummins made up 0.03% of Lee Financial's portfolio in Q2 2026, its #154 holding.
  • Lee Financial first reported a position in Cummins in Q2 2017 and has held it in 14 quarters since.
  • 537 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.