RIG
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Renaissance Investment Group’s Cummins CMI Stock Holding History

Renaissance Investment Group’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 		$374K Sell
525
-50
-9% -$32.9K 0.07% 68
2026
Q1 		$309K Hold
575
– – 0.07% 68
2025
Q4 		$294K Hold
575
– – 0.06% 69
2025
Q3 		$243K Buy
+575
New +$220K 0.05% 72
2025
Q1 		– Sell
-575
Closed -$200K – 75
2024
Q4 		$200K Buy
+575
New +$202K 0.04% 78

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
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Renaissance Investment Group's CMI Position: Q2 2026 in Review

Renaissance Investment Group reduced its Cummins (CMI) stake by 8.7% in Q2 2026, selling an estimated $32.9K and leaving 525 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #68.

Renaissance Investment Group first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Renaissance Investment Group held 525 shares of Cummins worth $374K as of Q2 2026.
  • Renaissance Investment Group sold 50 Cummins shares in Q2 2026, an estimated $32.9K.
  • Cummins made up 0.07% of Renaissance Investment Group's portfolio in Q2 2026, its #68 holding.
  • Renaissance Investment Group first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • 565 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.