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Retirement Wealth Solutions’s Cummins CMI Stock Holding History

Retirement Wealth Solutions’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 		$46K Sell
65
-2
-3% -$1.32K 0.03% 103
2026
Q1 		$36.3K Buy
67
+5
+8% +$2.83K 0.02% 103
2025
Q4 		$31.8K Buy
62
+1
+2% +$467 0.02% 122
2025
Q3 		$25.9K Buy
61
+5
+9% +$1.92K 0.02% 138
2025
Q2 		$18.4K Hold
56
– – 0.01% 159
2025
Q1 		$17.6K Buy
56
+42
+300% +$14.8K 0.01% 149
2024
Q4 		$4.98K Buy
+14
New +$4.92K ﹤0.01% 292

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Wealth Solutions's CMI Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Cummins (CMI) stake by 3% in Q2 2026, selling an estimated $1.32K and leaving 65 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #103.

Retirement Wealth Solutions first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Retirement Wealth Solutions held 65 shares of Cummins worth $46K as of Q2 2026.
  • Retirement Wealth Solutions sold 2 Cummins shares in Q2 2026, an estimated $1.32K.
  • Cummins made up 0.03% of Retirement Wealth Solutions's portfolio in Q2 2026, its #103 holding.
  • Retirement Wealth Solutions first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • 342 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.