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Olistico Wealth’s Cummins CMI Stock Holding History

Olistico Wealth’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 		$54.7K Buy
77
+1
+1% +$659 0.02% 158
2026
Q1 		$41.1K Hold
76
– – 0.02% 174
2025
Q4 		$38.9K Buy
+76
New +$35.5K 0.02% 177
2025
Q3 		– Sell
-76
Closed -$24.7K – 138
2025
Q2 		$24.7K Buy
76
+1
+1% +$310 0.01% 211
2025
Q1 		$23.5K Hold
75
– – 0.01% 204
2024
Q4 		$26K Buy
75
+1
+1% +$351 0.02% 197
2024
Q3 		$24.1K Hold
74
– – 0.01% 203
2024
Q2 		$20.5K Buy
+74
New +$21.1K 0.01% 211

Other funds holding CMI

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
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
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

Olistico Wealth's CMI Position: Q2 2026 in Review

Olistico Wealth increased its Cummins (CMI) stake by 1.3% in Q2 2026, buying an estimated $659 and bringing the position to 77 shares worth $54.7K. The position accounts for 0.02% of the portfolio, ranked #158.

Olistico Wealth first reported a position in CMI in Q2 2024 and has held it in 8 quarters since. 342 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Olistico Wealth held 77 shares of Cummins worth $54.7K as of Q2 2026.
  • Olistico Wealth bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.02% of Olistico Wealth's portfolio in Q2 2026, its #158 holding.
  • Olistico Wealth first reported a position in Cummins in Q2 2024 and has held it in 8 quarters since.
  • 342 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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