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LMCG Investments’s Cummins CMI Stock Holding History

LMCG Investments’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 		$19.1M Sell
26,719
-3,860
-13% -$2.54M 1.02% 27
2026
Q1 		$16.5M Sell
30,579
-3,015
-9% -$1.71M 0.98% 28
2025
Q4 		$17.1M Sell
33,594
-929
-3% -$434K 0.98% 25
2025
Q3 		$14.6M Sell
34,523
-128
-0.4% -$49.1K 0.86% 32
2025
Q2 		$11.3M Sell
34,651
-997
-3% -$309K 0.71% 44
2025
Q1 		$11.2M Sell
35,648
-3,602
-9% -$1.27M 0.74% 40
2024
Q4 		$13.7M Sell
39,250
-844
-2% -$297K 0.84% 33
2024
Q3 		$13M Sell
40,094
-1,109
-3% -$329K 0.78% 38
2024
Q2 		$11.4M Sell
41,203
-12
-0% -$3.43K 0.66% 49
2024
Q1 		$12.1M Buy
41,215
+1,283
+3% +$331K 0.71% 44
2023
Q4 		$9.57M Sell
39,932
-1
-0% -$227 0.59% 59
2023
Q3 		$9.12M Buy
39,933
+275
+0.7% +$66.4K 0.62% 53
2023
Q2 		$9.72M Buy
39,658
+674
+2% +$153K 0.63% 50
2023
Q1 		$9.31M Buy
38,984
+152
+0.4% +$37.1K 0.62% 54
2022
Q4 		$9.41M Buy
38,832
+953
+3% +$227K 0.66% 49
2022
Q3 		$7.71M Buy
37,879
+10,452
+38% +$2.22M 0.56% 54
2022
Q2 		$5.31M Buy
+27,427
New +$5.48M 0.37% 86
2014
Q4 		– Sell
-7,398
Closed -$976K – 530
2014
Q3 		$976K Buy
7,398
+218
+3% +$31.4K 0.02% 387
2014
Q2 		$1.11M Buy
+7,180
New +$1.09M 0.02% 382

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

LMCG Investments's CMI Position: Q2 2026 in Review

LMCG Investments reduced its Cummins (CMI) stake by 13% in Q2 2026, selling an estimated $2.54M and leaving 26,719 shares worth $19.1M. The position accounts for 1.02% of the portfolio, ranked #27.

LMCG Investments first reported a position in CMI in Q2 2014 and has held it in 19 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • LMCG Investments held 26,719 shares of Cummins worth $19.1M as of Q2 2026.
  • LMCG Investments sold 3,860 Cummins shares in Q2 2026, an estimated $2.54M.
  • Cummins made up 1.02% of LMCG Investments's portfolio in Q2 2026, its #27 holding.
  • LMCG Investments first reported a position in Cummins in Q2 2014 and has held it in 19 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.