Mindset Wealth Management’s Cummins CMI Stock Holding History

Mindset 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 Q3	$1.29M	Buy	2,494 +205	+9%	+$124K	0.23%	40
2026 Q2	$1.63M	Buy	2,289 +61	+3%	+$40.2K	0.31%	35
2026 Q1	$1.2M	Buy	2,228 +68	+3%	+$38.5K	0.32%	36
2025 Q4	$1.1M	Sell	2,160 -13	-0.6%	-$6.08K	0.29%	37
2025 Q3	$918K	Sell	2,173 -2	-0.1%	-$767	0.25%	40
2025 Q2	$712K	Buy	2,175 +85	+4%	+$26.3K	0.23%	51
2025 Q1	$655K	Buy	2,090 +14	+0.7%	+$4.93K	0.26%	47
2024 Q4	$724K	Buy	2,076 +35	+2%	+$12.3K	0.26%	33
2024 Q3	$661K	Buy	+2,041	New	+$605K	0.27%	37

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Mindset Wealth Management's CMI Position: Q3 2026 in Review

Mindset Wealth Management increased its Cummins (CMI) stake by 9% in Q3 2026, buying an estimated $124K and bringing the position to 2,494 shares worth $1.29M. The position accounts for 0.23% of the portfolio, ranked #40.

Mindset Wealth Management first reported a position in CMI in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q2 2026. 388 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Mindset Wealth Management held 2,494 shares of Cummins worth $1.29M as of Q3 2026.
Mindset Wealth Management bought 205 Cummins shares in Q3 2026, an estimated $124K.
Cummins made up 0.23% of Mindset Wealth Management's portfolio in Q3 2026, its #40 holding.
Mindset Wealth Management first reported a position in Cummins in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Cummins position peaked at $1.63M in Q2 2026.
388 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.