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LexAurum Advisors’s Cummins CMI Stock Holding History

LexAurum 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 		$650K Sell
911
-3
-0.3% -$1.98K 0.08% 204
2026
Q1 		$492K Buy
+914
New +$517K 0.06% 233
2025
Q3 		$374K Sell
885
-38
-4% -$14.6K 0.05% 256
2025
Q2 		$302K Buy
923
+12
+1% +$3.71K 0.05% 273
2025
Q1 		$285K Sell
911
-200
-18% -$70.5K 0.05% 280
2024
Q4 		$387K Buy
1,111
+56
+5% +$19.7K 0.08% 219
2024
Q3 		$342K Hold
1,055
– – 0.08% 216
2024
Q2 		$292K Buy
1,055
+24
+2% +$6.86K 0.07% 227
2024
Q1 		$304K Buy
+1,031
New +$266K 0.08% 226

Other funds holding CMI

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return