PCM
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Poehling Capital Management’s Cummins CMI Stock Holding History

Poehling Capital 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 		$214K Buy
+300
New +$198K 0.05% 156
2018
Q3 		– Sell
-300
Closed -$40K – 137
2018
Q2 		$40K Hold
300
– – 0.04% 165
2018
Q1 		$49K Sell
300
-100
-25% -$17.2K 0.04% 146
2017
Q4 		$71K Buy
+400
New +$68.4K 0.06% 129

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

Poehling Capital Management's CMI Position: Q2 2026 in Review

Poehling Capital Management opened a new position in Cummins (CMI) in Q2 2026: 300 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings. This is a return to the name: Poehling Capital Management previously reported a position in CMI as recently as Q2 2018.

Poehling Capital Management first reported a position in CMI in Q4 2017 and has held it in 4 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Poehling Capital Management held 300 shares of Cummins worth $214K as of Q2 2026.
  • Cummins was a new Poehling Capital Management position in Q2 2026.
  • Cummins made up 0.05% of Poehling Capital Management's portfolio in Q2 2026, its #156 holding.
  • Poehling Capital Management first reported a position in Cummins in Q4 2017 and has held it in 4 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.