Neumann Capital Management’s Cummins CMI Stock Holding History

Neumann 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	$663K	Hold	930	–	–	0.44%	37
2026 Q1	$500K	Hold	930	–	–	0.15%	82
2025 Q4	$475K	Sell	930 -20	-2%	-$9.35K	0.14%	79
2025 Q3	$401K	Hold	950	–	–	0.12%	86
2025 Q2	$311K	Sell	950 -100	-10%	-$31K	0.1%	90
2025 Q1	$329K	Hold	1,050	–	–	0.11%	90
2024 Q4	$366K	Hold	1,050	–	–	0.12%	89
2024 Q3	$340K	Buy	1,050 +50	+5%	+$14.8K	0.11%	90
2024 Q2	$277K	Buy	1,000 +150	+18%	+$42.9K	0.1%	90
2024 Q1	$250K	Buy	+850	New	+$219K	0.09%	92

Other funds holding CMI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return