Orca Wealth Management’s Cummins CMI Stock Holding History

Orca 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	$3.24M	Hold	4,537	–	–	1.94%	17
2026 Q1	$2.44M	Hold	4,537	–	–	1.74%	19
2025 Q4	$2.76M	Buy	4,537 +2	+0%	+$935	1.97%	17
2025 Q3	$1.92M	Sell	4,535 -74	-2%	-$28.4K	1.45%	25
2025 Q2	$1.51M	Buy	4,609 +28	+0.6%	+$8.67K	1.27%	28
2025 Q1	$1.44M	Buy	4,581 +7	+0.2%	+$2.47K	1.28%	28
2024 Q4	$1.59M	Buy	+4,574	New	+$1.61M	1.43%	24

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Orca Wealth Management held its Cummins (CMI) position steady in Q2 2026 at 4,537 shares worth $3.24M. The position accounts for 1.94% of the portfolio, ranked #17.

Orca Wealth Management first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 951 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Orca Wealth Management held 4,537 shares of Cummins worth $3.24M as of Q2 2026.
Orca Wealth Management left its Cummins share count unchanged in Q2 2026.
Cummins made up 1.94% of Orca Wealth Management's portfolio in Q2 2026, its #17 holding.
Orca Wealth Management first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
951 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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