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New England Professional Planning Group’s Cummins CMI Stock Holding History

New England Professional Planning Group’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 		$357K Hold
500
– – 0.13% 31
2026
Q1 		$269K Hold
500
– – 0.11% 35
2025
Q4 		$255K Hold
500
– – 0.11% 38
2025
Q3 		$211K Buy
+500
New +$192K 0.1% 43

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New England Professional Planning Group's CMI Position: Q2 2026 in Review

New England Professional Planning Group held its Cummins (CMI) position steady in Q2 2026 at 500 shares worth $357K. The position accounts for 0.13% of the portfolio, ranked #31.

New England Professional Planning Group first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 1,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • New England Professional Planning Group held 500 shares of Cummins worth $357K as of Q2 2026.
  • New England Professional Planning Group left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.13% of New England Professional Planning Group's portfolio in Q2 2026, its #31 holding.
  • New England Professional Planning Group first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 1,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.