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Purkiss Capital Advisors’s Cummins CMI Stock Holding History

Purkiss Capital Advisors’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 		$1.16M Buy
1,625
+669
+70% +$441K 0.44% 52
2026
Q1 		$514K Buy
956
+344
+56% +$195K 0.23% 88
2025
Q4 		$313K Sell
612
-2
-0.3% -$935 0.15% 121
2025
Q3 		$259K Buy
+614
New +$235K 0.12% 138

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Purkiss Capital Advisors's CMI Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Cummins (CMI) stake by 70% in Q2 2026, buying an estimated $441K and bringing the position to 1,625 shares worth $1.16M. The position accounts for 0.44% of the portfolio, ranked #52.

Purkiss Capital Advisors first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 886 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Purkiss Capital Advisors held 1,625 shares of Cummins worth $1.16M as of Q2 2026.
  • Purkiss Capital Advisors bought 669 Cummins shares in Q2 2026, an estimated $441K.
  • Cummins made up 0.44% of Purkiss Capital Advisors's portfolio in Q2 2026, its #52 holding.
  • Purkiss Capital Advisors first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 886 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.