Mission Wealth Management’s Cummins CMI Stock Holding History

Mission 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	$4.54M	Buy	6,365 +2,252	+55%	+$1.48M	0.06%	181
2026 Q1	$2.21M	Sell	4,113 -195	-5%	-$110K	0.05%	201
2025 Q4	$2.2M	Buy	4,308 +32	+0.7%	+$15K	0.04%	210
2025 Q3	$1.81M	Sell	4,276 -47	-1%	-$18K	0.04%	230
2025 Q2	$1.42M	Buy	4,323 +23	+0.5%	+$7.12K	0.03%	260
2025 Q1	$1.35M	Sell	4,300 -62	-1%	-$21.8K	0.03%	246
2024 Q4	$1.52M	Buy	4,362 +86	+2%	+$30.2K	0.04%	216
2024 Q3	$1.38M	Buy	4,276 +172	+4%	+$51K	0.03%	231
2024 Q2	$1.14M	Sell	4,104 -30	-0.7%	-$8.57K	0.03%	245
2024 Q1	$1.22M	Buy	4,134 +96	+2%	+$24.7K	0.03%	251
2023 Q4	$967K	Buy	4,038 +3	+0.1%	+$682	0.03%	240
2023 Q3	$922K	Sell	4,035 -45	-1%	-$10.9K	0.03%	233
2023 Q2	$1M	Sell	4,080 -74	-2%	-$16.8K	0.04%	215
2023 Q1	$992K	Buy	4,154 +360	+9%	+$87.9K	0.04%	213
2022 Q4	$919K	Sell	3,794 -24	-0.6%	-$5.71K	0.04%	218
2022 Q3	$777K	Buy	3,818 +112	+3%	+$23.8K	0.04%	221
2022 Q2	$717K	Sell	3,706 -3	-0.1%	-$600	0.04%	247
2022 Q1	$761K	Buy	3,709 +114	+3%	+$24.7K	0.04%	242
2021 Q4	$784K	Buy	3,595 +63	+2%	+$14.4K	0.04%	227
2021 Q3	$793K	Sell	3,532 -53	-1%	-$12.4K	0.04%	211
2021 Q2	$874K	Sell	3,585 -35	-1%	-$8.95K	0.05%	186
2021 Q1	$938K	Sell	3,620 -129	-3%	-$32.2K	0.05%	155
2020 Q4	$851K	Buy	3,749 +7	+0.2%	+$1.57K	0.05%	157
2020 Q3	$790K	Buy	3,742 +5	+0.1%	+$996	0.06%	153
2020 Q2	$647K	Sell	3,737 -23	-0.6%	-$3.68K	0.06%	156
2020 Q1	$509K	Sell	3,760 -1,396	-27%	-$218K	0.06%	159
2019 Q4	$923K	Sell	5,156 -84	-2%	-$14.8K	0.09%	120
2019 Q3	$852K	Buy	5,240 +74	+1%	+$11.8K	0.09%	118
2019 Q2	$885K	Hold	5,166	–	–	0.1%	111
2019 Q1	$816K	Sell	5,166 -438	-8%	-$65.7K	0.09%	111
2018 Q4	$749K	Sell	5,604 -786	-12%	-$111K	0.1%	107
2018 Q3	$933K	Buy	6,390 +129	+2%	+$18.2K	0.12%	97
2018 Q2	$833K	Buy	6,261 +3,039	+94%	+$455K	0.12%	96
2018 Q1	$522K	Buy	3,222 +4	+0.1%	+$687	0.08%	112
2017 Q4	$568K	Buy	3,218 +2	+0.1%	+$342	0.1%	98
2017 Q3	$540K	Sell	3,216 -580	-15%	-$93.9K	0.1%	94
2017 Q2	$616K	Buy	3,796 +165	+5%	+$25.6K	0.12%	85
2017 Q1	$549K	Buy	3,631 +340	+10%	+$50.3K	0.11%	92
2016 Q4	$450K	Buy	3,291 +195	+6%	+$26.1K	0.09%	98
2016 Q3	$397K	Buy	3,096 +60	+2%	+$7.28K	0.1%	101
2016 Q2	$341K	Sell	3,036 -640	-17%	-$72.5K	0.09%	101
2016 Q1	$404K	Hold	3,676	–	–	0.11%	92
2015 Q4	$324K	Hold	3,676	–	–	0.09%	97
2015 Q3	$399K	Hold	3,676	–	–	0.12%	78
2015 Q2	$510K	Buy	+3,676	New	+$506K	0.17%	69

Other funds holding CMI

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 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) 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

Mission Wealth Management's CMI Position: Q2 2026 in Review

Mission Wealth Management increased its Cummins (CMI) stake by 55% in Q2 2026, buying an estimated $1.48M and bringing the position to 6,365 shares worth $4.54M. The position accounts for 0.06% of the portfolio, ranked #181.

Mission Wealth Management first reported a position in CMI in Q2 2015 and has held it in 45 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Mission Wealth Management held 6,365 shares of Cummins worth $4.54M as of Q2 2026.
Mission Wealth Management bought 2,252 Cummins shares in Q2 2026, an estimated $1.48M.
Cummins made up 0.06% of Mission Wealth Management's portfolio in Q2 2026, its #181 holding.
Mission Wealth Management first reported a position in Cummins in Q2 2015 and has held it in 45 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.