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Mayflower Financial Advisors’s Cummins CMI Stock Holding History

Mayflower Financial 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 		$657K Buy
921
+183
+25% +$121K 0.06% 246
2026
Q1 		$397K Sell
738
-661
-47% -$374K 0.05% 301
2025
Q4 		$714K Sell
1,399
-86
-6% -$40.2K 0.09% 199
2025
Q3 		$627K Buy
1,485
+21
+1% +$8.05K 0.08% 216
2025
Q2 		$479K Buy
1,464
+2
+0.1% +$619 0.07% 249
2025
Q1 		$458K Sell
1,462
-169
-10% -$59.5K 0.07% 245
2024
Q4 		$568K Buy
1,631
+32
+2% +$11.2K 0.08% 205
2024
Q3 		$518K Buy
1,599
+14
+0.9% +$4.15K 0.08% 212
2024
Q2 		$439K Buy
1,585
+16
+1% +$4.57K 0.07% 232
2024
Q1 		$462K Buy
1,569
+64
+4% +$16.5K 0.08% 221
2023
Q4 		$361K Sell
1,505
-131
-8% -$29.8K 0.05% 236
2023
Q3 		$374K Sell
1,636
-28
-2% -$6.76K 0.06% 227
2023
Q2 		$408K Sell
1,664
-426
-20% -$96.5K 0.05% 237
2023
Q1 		$499K Buy
2,090
+100
+5% +$24.4K 0.07% 200
2022
Q4 		$482K Buy
1,990
+365
+22% +$86.8K 0.07% 198
2022
Q3 		$331K Buy
1,625
+11
+0.7% +$2.34K 0.05% 240
2022
Q2 		$312K Sell
1,614
-33
-2% -$6.6K 0.05% 243
2022
Q1 		$338K Buy
1,647
+35
+2% +$7.57K 0.05% 250
2021
Q4 		$352K Sell
1,612
-829
-34% -$189K 0.05% 242
2021
Q3 		$586K Sell
2,441
-118
-5% -$27.7K 0.08% 173
2021
Q2 		$624K Buy
2,559
+723
+39% +$185K 0.09% 146
2021
Q1 		$476K Buy
1,836
+719
+64% +$180K 0.07% 167
2020
Q4 		$254K Buy
+1,117
New +$251K 0.04% 226

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

Mayflower Financial Advisors's CMI Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Cummins (CMI) stake by 25% in Q2 2026, buying an estimated $121K and bringing the position to 921 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #246.

Mayflower Financial Advisors first reported a position in CMI in Q4 2020 and has held it in 23 quarters since. The position peaked at $714K in Q4 2025. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Mayflower Financial Advisors held 921 shares of Cummins worth $657K as of Q2 2026.
  • Mayflower Financial Advisors bought 183 Cummins shares in Q2 2026, an estimated $121K.
  • Cummins made up 0.06% of Mayflower Financial Advisors's portfolio in Q2 2026, its #246 holding.
  • Mayflower Financial Advisors first reported a position in Cummins in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Cummins position peaked at $714K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.