Monument Capital Management’s Cummins CMI Stock Holding History

Monument Capital 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	$685K	Buy	960 +396	+70%	+$261K	0.14%	138
2026 Q1	$303K	Sell	564 -5	-0.9%	-$2.83K	0.08%	179
2025 Q4	$290K	Hold	569	–	–	0.07%	180
2025 Q3	$240K	Buy	+569	New	+$218K	0.06%	195
2025 Q1	–	Sell	-620	Closed	-$216K	–	201
2024 Q4	$216K	Buy	+620	New	+$218K	0.06%	188
2023 Q2	–	Sell	-1,175	Closed	-$281K	–	165
2023 Q1	$281K	Buy	+1,175	New	+$287K	0.09%	124
2018 Q4	–	Sell	-7	Closed	-$1K	–	141
2018 Q3	$1K	Buy	+7	New	+$986	﹤0.01%	267

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

Monument Capital Management's CMI Position: Q2 2026 in Review

Monument Capital Management increased its Cummins (CMI) stake by 70% in Q2 2026, buying an estimated $261K and bringing the position to 960 shares worth $685K. The position accounts for 0.14% of the portfolio, ranked #138.

Monument Capital Management first reported a position in CMI in Q3 2018 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Monument Capital Management held 960 shares of Cummins worth $685K as of Q2 2026.
Monument Capital Management bought 396 Cummins shares in Q2 2026, an estimated $261K.
Cummins made up 0.14% of Monument Capital Management's portfolio in Q2 2026, its #138 holding.
Monument Capital Management first reported a position in Cummins in Q3 2018 and has held it in 7 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.