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LifeSteps Financial’s Cummins CMI Stock Holding History

LifeSteps 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 		$173K Buy
+243
New +$160K 0.08% 104
2024
Q2 		– Sell
-243
Closed -$71.6K – 139
2024
Q1 		$71.6K Buy
+243
New +$62.6K 0.05% 127

Other funds holding CMI

Robeco Institutional Asset Management
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
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
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

LifeSteps Financial's CMI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Cummins (CMI) in Q2 2026: 243 shares worth $173K. The stake represents 0.08% of the portfolio and ranks #104 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in CMI as recently as Q1 2024.

LifeSteps Financial first reported a position in CMI in Q1 2024 and has held it in 2 quarters since. 845 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • LifeSteps Financial held 243 shares of Cummins worth $173K as of Q2 2026.
  • Cummins was a new LifeSteps Financial position in Q2 2026.
  • Cummins made up 0.08% of LifeSteps Financial's portfolio in Q2 2026, its #104 holding.
  • LifeSteps Financial first reported a position in Cummins in Q1 2024 and has held it in 2 quarters since.
  • 845 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.