Northwest Wealth Management’s Cummins CMI Stock Holding History

Northwest 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	$252K	Buy	+353	New	+$233K	0.03%	227
2019 Q2	–	Sell	-39	Closed	-$6K	–	174
2019 Q1	$6K	Hold	39	–	–	﹤0.01%	386
2018 Q4	$5K	Hold	39	–	–	﹤0.01%	390
2018 Q3	$6K	Hold	39	–	–	﹤0.01%	396
2018 Q2	$5K	Hold	39	–	–	﹤0.01%	404
2018 Q1	$6K	Buy	+39	New	+$6.7K	﹤0.01%	395

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

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

Northwest Wealth Management opened a new position in Cummins (CMI) in Q2 2026: 353 shares worth $252K. The stake represents 0.03% of the portfolio and ranks #227 among its holdings. This is a return to the name: Northwest Wealth Management previously reported a position in CMI as recently as Q1 2019.

Northwest Wealth Management first reported a position in CMI in Q1 2018 and has held it in 6 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Northwest Wealth Management held 353 shares of Cummins worth $252K as of Q2 2026.
Cummins was a new Northwest Wealth Management position in Q2 2026.
Cummins made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #227 holding.
Northwest Wealth Management first reported a position in Cummins in Q1 2018 and has held it in 6 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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