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Princeton Global Asset Management’s Cummins CMI Stock Holding History

Princeton Global Asset 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 		$159K Hold
223
– – 0.02% 242
2026
Q1 		$120K Buy
223
+2
+0.9% +$1.13K 0.02% 260
2025
Q4 		$113K Buy
221
+104
+89% +$48.6K 0.02% 254
2025
Q3 		$49.4K Hold
117
– – 0.01% 325
2025
Q2 		$38.3K Hold
117
– – 0.01% 345
2025
Q1 		$36.7K Sell
117
-1,161
-91% -$409K 0.01% 330
2024
Q4 		$446K Buy
1,278
+90
+8% +$31.6K 0.08% 136
2024
Q3 		$385K Buy
1,188
+17
+1% +$5.04K 0.07% 145
2024
Q2 		$324K Hold
1,171
– – 0.07% 139
2024
Q1 		$345K Hold
1,171
– – 0.08% 127
2023
Q4 		$281K Buy
1,171
+171
+17% +$38.9K 0.07% 140
2023
Q3 		$228K Hold
1,000
– – 0.06% 147
2023
Q2 		$245K Buy
1,000
+195
+24% +$44.2K 0.07% 152
2023
Q1 		$192K Buy
805
+740
+1,138% +$181K 0.06% 166
2022
Q4 		$16K Hold
65
– – 0.01% 349
2022
Q3 		$13K Buy
+65
New +$13.8K ﹤0.01% 363
2020
Q3 		– Sell
-88
Closed -$15K – 459
2020
Q2 		$15K Hold
88
– – ﹤0.01% 383
2020
Q1 		$12K Hold
88
– – 0.01% 372
2019
Q4 		$16 Buy
+88
New +$15.5K 0.01% 360

Other funds holding CMI

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
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Princeton Global Asset Management's CMI Position: Q2 2026 in Review

Princeton Global Asset Management held its Cummins (CMI) position steady in Q2 2026 at 223 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #242.

Princeton Global Asset Management first reported a position in CMI in Q4 2019 and has held it in 19 quarters since. The position peaked at $446K in Q4 2024. 396 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Princeton Global Asset Management held 223 shares of Cummins worth $159K as of Q2 2026.
  • Princeton Global Asset Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #242 holding.
  • Princeton Global Asset Management first reported a position in Cummins in Q4 2019 and has held it in 19 quarters since.
  • Princeton Global Asset Management's Cummins position peaked at $446K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.