RWM
CMI icon

RBA Wealth Management’s Cummins CMI Stock Holding History

RBA Wealth 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 		$5.48M Sell
7,687
-10,650
-58% -$7.02M 2.01% 21
2026
Q1 		$9.87M Sell
18,337
-670
-4% -$379K 3.55% 3
2025
Q4 		$9.7M Sell
19,007
-698
-4% -$326K 3.29% 4
2025
Q3 		$8.32M Sell
19,705
-1,097
-5% -$421K 2.87% 5
2025
Q2 		$6.81M Buy
20,802
+5
+0% +$1.55K 2.54% 8
2025
Q1 		$6.52M Sell
20,797
-38
-0.2% -$13.4K 2.58% 8
2024
Q4 		$7.26M Sell
20,835
-481
-2% -$169K 2.77% 6
2024
Q3 		$6.9M Buy
21,316
+143
+0.7% +$42.4K 2.66% 7
2024
Q2 		$5.86M Sell
21,173
-168
-0.8% -$48K 2.35% 13
2024
Q1 		$6.29M Buy
21,341
+100
+0.5% +$25.8K 2.55% 8
2023
Q4 		$5.09M Buy
21,241
+236
+1% +$53.6K 2.22% 14
2023
Q3 		$4.8M Buy
21,005
+121
+0.6% +$29.2K 2.31% 14
2023
Q2 		$5.12M Buy
20,884
+138
+0.7% +$31.2K 2.39% 13
2023
Q1 		$4.96M Buy
20,746
+181
+0.9% +$44.2K 2.47% 9
2022
Q4 		$4.98M Buy
20,565
+117
+0.6% +$27.8K 2.61% 6
2022
Q3 		$4.16M Buy
20,448
+194
+1% +$41.3K 2.4% 12
2022
Q2 		$3.92M Buy
20,254
+358
+2% +$71.6K 2.17% 15
2022
Q1 		$4.08M Buy
19,896
+822
+4% +$178K 1.96% 19
2021
Q4 		$4.16M Buy
+19,074
New +$4.35M 1.97% 17
2021
Q2 		– Sell
-18,590
Closed -$4.82M – 71
2021
Q1 		$4.82M Sell
18,590
-66
-0.4% -$16.5K 4.09% 3
2020
Q4 		$4.24M Buy
18,656
+76
+0.4% +$17.1K 2.55% 4
2020
Q3 		$3.92M Sell
18,580
-59
-0.3% -$11.8K 2.65% 6
2020
Q2 		$3.23M Buy
18,639
+60
+0.3% +$9.59K 2.35% 8
2020
Q1 		$2.51M Buy
18,579
+952
+5% +$148K 2.17% 13
2019
Q4 		$3.15M Buy
17,627
+63
+0.4% +$11.1K 2.14% 13
2019
Q3 		$2.86M Sell
17,564
-6
-0% -$960 2.18% 13
2019
Q2 		$3.01M Sell
17,570
-73
-0.4% -$12K 2.32% 10
2019
Q1 		$2.87M Buy
+17,643
New +$2.65M 2.23% 14

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

RBA Wealth Management's CMI Position: Q2 2026 in Review

RBA Wealth Management reduced its Cummins (CMI) stake by 58% in Q2 2026, selling an estimated $7.02M and leaving 7,687 shares worth $5.48M. The position accounts for 2.01% of the portfolio, ranked #21.

RBA Wealth Management first reported a position in CMI in Q1 2019 and has held it in 28 quarters since. The position peaked at $9.87M in Q1 2026. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • RBA Wealth Management held 7,687 shares of Cummins worth $5.48M as of Q2 2026.
  • RBA Wealth Management sold 10,650 Cummins shares in Q2 2026, an estimated $7.02M.
  • Cummins made up 2.01% of RBA Wealth Management's portfolio in Q2 2026, its #21 holding.
  • RBA Wealth Management first reported a position in Cummins in Q1 2019 and has held it in 28 quarters since.
  • RBA Wealth Management's Cummins position peaked at $9.87M in Q1 2026.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.