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McGlone Suttner Wealth Management’s Cummins CMI Stock Holding History

McGlone Suttner Wealth Management’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 		$506K Hold
710
– – 0.06% 133
2026
Q1 		$382K Buy
710
+7
+1% +$3.96K 0.05% 140
2025
Q4 		$359K Buy
703
+2
+0.3% +$935 0.05% 147
2025
Q3 		$296K Hold
701
– – 0.04% 163
2025
Q2 		$230K Sell
701
-45
-6% -$13.9K 0.03% 181
2025
Q1 		$234K Buy
+746
New +$263K 0.04% 170

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

McGlone Suttner Wealth Management's CMI Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 710 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #133.

McGlone Suttner Wealth Management first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • McGlone Suttner Wealth Management held 710 shares of Cummins worth $506K as of Q2 2026.
  • McGlone Suttner Wealth Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.06% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #133 holding.
  • McGlone Suttner Wealth Management first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.