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Legacy Advisors’s Cummins CMI Stock Holding History

Legacy Advisors’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 		$384K Buy
538
+86
+19% +$56.7K 0.04% 215
2026
Q1 		$243K Sell
452
-14
-3% -$7.92K 0.03% 242
2025
Q4 		$238K Buy
+466
New +$218K 0.03% 252
2025
Q2 		– Sell
-1,159
Closed -$363K – 97
2025
Q1 		$363K Buy
1,159
+59
+5% +$20.8K 0.04% 300
2024
Q4 		$383K Buy
1,100
+32
+3% +$11.2K 0.04% 280
2024
Q3 		$346K Buy
1,068
+106
+11% +$31.4K 0.04% 281
2024
Q2 		$266K Buy
+962
New +$275K 0.03% 267
2024
Q1 		– Sell
-1,213
Closed -$291K – 317
2023
Q4 		$291K Sell
1,213
-1,936
-61% -$440K 0.04% 252
2023
Q3 		$719K Buy
+3,149
New +$760K 0.12% 149
2017
Q4 		– Sell
-44
Closed -$7K – 364
2017
Q3 		$7K Buy
+44
New +$7.12K 0.01% 250

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

Legacy Advisors's CMI Position: Q2 2026 in Review

Legacy Advisors increased its Cummins (CMI) stake by 19% in Q2 2026, buying an estimated $56.7K and bringing the position to 538 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #215.

Legacy Advisors first reported a position in CMI in Q3 2017 and has held it in 10 quarters since. The position peaked at $719K in Q3 2023. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Legacy Advisors held 538 shares of Cummins worth $384K as of Q2 2026.
  • Legacy Advisors bought 86 Cummins shares in Q2 2026, an estimated $56.7K.
  • Cummins made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #215 holding.
  • Legacy Advisors first reported a position in Cummins in Q3 2017 and has held it in 10 quarters since.
  • Legacy Advisors's Cummins position peaked at $719K in Q3 2023.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.