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LRI Investments’s Cummins CMI Stock Holding History

LRI 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 		$170K Buy
239
+130
+119% +$85.7K 0.01% 359
2026
Q1 		$58.6K Buy
109
+3
+3% +$1.7K 0.01% 493
2025
Q4 		$54.1K Sell
106
-169
-61% -$79K ﹤0.01% 529
2025
Q3 		$116K Buy
275
+139
+102% +$53.3K 0.01% 391
2025
Q2 		$44.5K Buy
136
+11
+9% +$3.4K ﹤0.01% 569
2025
Q1 		$39.2K Buy
125
+5
+4% +$1.76K ﹤0.01% 575
2024
Q4 		$41.8K Hold
120
– – ﹤0.01% 545
2024
Q3 		$43.6K Hold
120
– – ﹤0.01% 529
2024
Q2 		$33.2K Buy
120
+16
+15% +$4.57K ﹤0.01% 533
2024
Q1 		$30.6K Buy
+104
New +$26.8K 0.01% 322

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

LRI Investments's CMI Position: Q2 2026 in Review

LRI Investments increased its Cummins (CMI) stake by 119% in Q2 2026, buying an estimated $85.7K and bringing the position to 239 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #359.

LRI Investments first reported a position in CMI in Q1 2024 and has held it in 10 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • LRI Investments held 239 shares of Cummins worth $170K as of Q2 2026.
  • LRI Investments bought 130 Cummins shares in Q2 2026, an estimated $85.7K.
  • Cummins made up 0.01% of LRI Investments's portfolio in Q2 2026, its #359 holding.
  • LRI Investments first reported a position in Cummins in Q1 2024 and has held it in 10 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.