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MJT & Associates Financial Advisory’s Cummins CMI Stock Holding History

MJT & Associates Financial Advisory’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 		$31.4K Sell
44
-13
-23% -$8.56K 0.02% 101
2026
Q1 		$30.7K Sell
57
-1
-2% -$566 0.02% 96
2025
Q4 		$29.6K Sell
58
-6
-9% -$2.8K 0.02% 104
2025
Q3 		$27K Buy
64
+16
+33% +$6.13K 0.02% 110
2025
Q2 		$15.7K Hold
48
– – 0.02% 171
2025
Q1 		$15K Buy
+48
New +$16.9K 0.01% 169

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

MJT & Associates Financial Advisory's CMI Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Cummins (CMI) stake by 23% in Q2 2026, selling an estimated $8.56K and leaving 44 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #101.

MJT & Associates Financial Advisory 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.

  • MJT & Associates Financial Advisory held 44 shares of Cummins worth $31.4K as of Q2 2026.
  • MJT & Associates Financial Advisory sold 13 Cummins shares in Q2 2026, an estimated $8.56K.
  • Cummins made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #101 holding.
  • MJT & Associates Financial Advisory 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 MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.