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Marshall & Sterling Wealth Advisors’s Cummins CMI Stock Holding History

Marshall & Sterling Wealth 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 		$18.5K Hold
26
– – 0.01% 212
2026
Q1 		$14K Hold
26
– – 0.01% 219
2025
Q4 		$13.3K Sell
26
-4
-13% -$1.87K 0.01% 220
2025
Q3 		$12.7K Hold
30
– – 0.01% 311
2025
Q2 		$9.82K Hold
30
– – 0.01% 331
2025
Q1 		$9.4K Buy
30
+4
+15% +$1.41K 0.01% 327
2024
Q4 		$9.06K Buy
+26
New +$9.13K 0.01% 235

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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CMI Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Cummins (CMI) position steady in Q2 2026 at 26 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #212.

Marshall & Sterling Wealth Advisors first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 504 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 26 shares of Cummins worth $18.5K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #212 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 504 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.