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Patton Fund Management’s Cummins CMI Stock Holding History

Patton Fund 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 		$3.51M Sell
4,915
-2,327
-32% -$1.53M 0.76% 51
2026
Q1 		$3.9M Buy
7,242
+6,791
+1,506% +$3.84M 0.66% 31
2025
Q4 		$230K Sell
451
-300
-40% -$140K 0.03% 232
2025
Q3 		$317K Hold
751
– – 0.06% 99
2025
Q2 		$246K Sell
751
-7,300
-91% -$2.26M 0.05% 203
2025
Q1 		$2.52M Sell
8,051
-2,410
-23% -$849K 0.61% 66
2024
Q4 		$3.65M Sell
10,461
-1,583
-13% -$556K 0.71% 67
2024
Q3 		$3.9M Sell
12,044
-659
-5% -$195K 0.81% 63
2024
Q2 		$3.52M Buy
12,703
+7,882
+163% +$2.25M 0.74% 67
2024
Q1 		$1.42M Sell
4,821
-288
-6% -$74.2K 0.26% 79
2023
Q4 		$1.22M Sell
5,109
-107
-2% -$24.3K 0.27% 61
2023
Q3 		$1.19M Buy
+5,216
New +$1.26M 0.32% 61
2021
Q2 		– Sell
-5,749
Closed -$1.49M – 73
2021
Q1 		$1.49M Sell
5,749
-3,274
-36% -$818K 0.79% 32
2020
Q4 		$2.05M Buy
+9,023
New +$2.03M 1.03% 24
2020
Q1 		– Sell
-19,017
Closed -$3.4M – 84
2019
Q4 		$3.4M Buy
19,017
+165
+0.9% +$29K 1.19% 42
2019
Q3 		$3.07M Buy
+18,852
New +$3.02M 1.23% 29

Other funds holding CMI

Robeco Institutional Asset Management
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
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)
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

Patton Fund Management's CMI Position: Q2 2026 in Review

Patton Fund Management reduced its Cummins (CMI) stake by 32% in Q2 2026, selling an estimated $1.53M and leaving 4,915 shares worth $3.51M. The position accounts for 0.76% of the portfolio, ranked #51.

Patton Fund Management first reported a position in CMI in Q3 2019 and has held it in 16 quarters since. The position peaked at $3.9M in Q3 2024. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Patton Fund Management held 4,915 shares of Cummins worth $3.51M as of Q2 2026.
  • Patton Fund Management sold 2,327 Cummins shares in Q2 2026, an estimated $1.53M.
  • Cummins made up 0.76% of Patton Fund Management's portfolio in Q2 2026, its #51 holding.
  • Patton Fund Management first reported a position in Cummins in Q3 2019 and has held it in 16 quarters since.
  • Patton Fund Management's Cummins position peaked at $3.9M in Q3 2024.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.