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Richard C. Young & Co’s Cummins CMI Stock Holding History

Richard C. Young & Co’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 		$28M Sell
39,222
-364
-0.9% -$240K 2.06% 14
2026
Q1 		$21.3M Buy
39,586
+735
+2% +$416K 1.76% 23
2025
Q4 		$19.8M Buy
38,851
+775
+2% +$362K 1.78% 22
2025
Q3 		$16.1M Buy
38,076
+161
+0.4% +$61.7K 1.49% 31
2025
Q2 		$12.4M Buy
37,915
+507
+1% +$157K 1.23% 35
2025
Q1 		$11.7M Sell
37,408
-251
-0.7% -$88.4K 1.26% 40
2024
Q4 		$13.1M Buy
37,659
+51
+0.1% +$17.9K 1.43% 34
2024
Q3 		$12.2M Buy
37,608
+671
+2% +$199K 1.33% 39
2024
Q2 		$10.2M Buy
36,937
+462
+1% +$132K 1.24% 44
2024
Q1 		$10.7M Buy
36,475
+110
+0.3% +$28.3K 1.35% 43
2023
Q4 		$8.71M Buy
36,365
+1,979
+6% +$450K 1.17% 46
2023
Q3 		$7.86M Buy
34,386
+717
+2% +$173K 1.12% 43
2023
Q2 		$8.25M Buy
33,669
+1,193
+4% +$270K 1.13% 42
2023
Q1 		$7.76M Buy
32,476
+714
+2% +$174K 1.07% 42
2022
Q4 		$7.7M Buy
31,762
+449
+1% +$107K 1.02% 42
2022
Q3 		$6.37M Buy
31,313
+1,313
+4% +$279K 0.97% 47
2022
Q2 		$5.81M Buy
30,000
+2,378
+9% +$475K 0.75% 54
2022
Q1 		$5.67M Buy
+27,622
New +$5.97M 0.72% 55

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Richard C. Young & Co's CMI Position: Q2 2026 in Review

Richard C. Young & Co reduced its Cummins (CMI) stake by 0.92% in Q2 2026, selling an estimated $240K and leaving 39,222 shares worth $28M. The position accounts for 2.06% of the portfolio, ranked #14.

Richard C. Young & Co first reported a position in CMI in Q1 2022 and has held it in 18 quarters since. 784 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Richard C. Young & Co held 39,222 shares of Cummins worth $28M as of Q2 2026.
  • Richard C. Young & Co sold 364 Cummins shares in Q2 2026, an estimated $240K.
  • Cummins made up 2.06% of Richard C. Young & Co's portfolio in Q2 2026, its #14 holding.
  • Richard C. Young & Co first reported a position in Cummins in Q1 2022 and has held it in 18 quarters since.
  • 784 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.