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Richards, Merrill & Peterson’s Cummins CMI Stock Holding History

Richards, Merrill & Peterson’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 		$157K Hold
220
– – 0.05% 205
2026
Q1 		$118K Hold
220
– – 0.04% 202
2025
Q4 		$112K Buy
+220
New +$103K 0.04% 190
2025
Q2 		– Sell
-102
Closed -$32K – 248
2025
Q1 		$32K Hold
102
– – 0.02% 297
2024
Q4 		$35.6K Buy
+102
New +$35.8K 0.02% 272

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

Richards, Merrill & Peterson's CMI Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Cummins (CMI) position steady in Q2 2026 at 220 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #205.

Richards, Merrill & Peterson first reported a position in CMI in Q4 2024 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Richards, Merrill & Peterson held 220 shares of Cummins worth $157K as of Q2 2026.
  • Richards, Merrill & Peterson left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.05% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #205 holding.
  • Richards, Merrill & Peterson first reported a position in Cummins in Q4 2024 and has held it in 5 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.