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 Q3	$2.32M	Sell	4,499 -38	-0.8%	-$22.9K	1.38%	23
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 $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Orca Wealth Management's CMI Position: Q3 2026 in Review

Orca Wealth Management reduced its Cummins (CMI) stake by 0.84% in Q3 2026, selling an estimated $22.9K and leaving 4,499 shares worth $2.32M. The position accounts for 1.38% of the portfolio, ranked #23.

Orca Wealth Management first reported a position in CMI in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.24M in Q2 2026. 794 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Orca Wealth Management held 4,499 shares of Cummins worth $2.32M as of Q3 2026.
Orca Wealth Management sold 38 Cummins shares in Q3 2026, an estimated $22.9K.
Cummins made up 1.38% of Orca Wealth Management's portfolio in Q3 2026, its #23 holding.
Orca Wealth Management first reported a position in Cummins in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Cummins position peaked at $3.24M in Q2 2026.
794 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.