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Perpetual Ltd’s Cummins CMI Stock Holding History

Perpetual Ltd’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 		$1.3M Buy
1,828
+3
+0.2% +$1.98K 0.02% 200
2026
Q1 		$982K Sell
1,825
-307
-14% -$174K 0.02% 218
2025
Q4 		$1.09M Buy
2,132
+153
+8% +$71.5K 0.02% 225
2025
Q3 		$836K Hold
1,979
– – 0.01% 270
2025
Q2 		$648K Sell
1,979
-151
-7% -$46.7K 0.01% 296
2025
Q1 		$668K Hold
2,130
– – 0.01% 287
2024
Q4 		$743K Buy
2,130
+1,000
+88% +$351K 0.01% 280
2024
Q3 		$366K Hold
1,130
– – ﹤0.01% 353
2024
Q2 		$313K Hold
1,130
– – ﹤0.01% 377
2024
Q1 		$333K Hold
1,130
– – ﹤0.01% 387
2023
Q4 		$271K Buy
+1,130
New +$257K ﹤0.01% 397

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

Perpetual Ltd's CMI Position: Q2 2026 in Review

Perpetual Ltd increased its Cummins (CMI) stake by 0.16% in Q2 2026, buying an estimated $1.98K and bringing the position to 1,828 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #200.

Perpetual Ltd first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Perpetual Ltd held 1,828 shares of Cummins worth $1.3M as of Q2 2026.
  • Perpetual Ltd bought 3 Cummins shares in Q2 2026, an estimated $1.98K.
  • Cummins made up 0.02% of Perpetual Ltd's portfolio in Q2 2026, its #200 holding.
  • Perpetual Ltd first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.