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LVW Advisors’s Cummins CMI Stock Holding History

LVW 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 		$800K Buy
1,122
+185
+20% +$122K 0.07% 153
2026
Q1 		$504K Buy
+937
New +$530K 0.05% 213

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LVW Advisors's CMI Position: Q2 2026 in Review

LVW Advisors increased its Cummins (CMI) stake by 20% in Q2 2026, buying an estimated $122K and bringing the position to 1,122 shares worth $800K. The position accounts for 0.07% of the portfolio, ranked #153.

LVW Advisors first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. 951 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • LVW Advisors held 1,122 shares of Cummins worth $800K as of Q2 2026.
  • LVW Advisors bought 185 Cummins shares in Q2 2026, an estimated $122K.
  • Cummins made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #153 holding.
  • LVW Advisors first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
  • 951 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.