Sanibel Captiva Trust Company’s Cummins CMI Stock Holding History

Sanibel Captiva Trust Company’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	$42.8M	Sell	60,035 -250	-0.4%	-$165K	1.07%	25
2026 Q1	$32.4M	Sell	60,285 -515	-0.8%	-$291K	0.91%	31
2025 Q4	$31M	Sell	60,800 -1,286	-2%	-$601K	0.86%	32
2025 Q3	$26.2M	Sell	62,086 -1,325	-2%	-$508K	0.75%	33
2025 Q2	$20.8M	Buy	63,411 +737	+1%	+$228K	0.64%	41
2025 Q1	$19.6M	Buy	62,674 +1,255	+2%	+$442K	0.64%	41
2024 Q4	$21.4M	Sell	61,419 -2,162	-3%	-$760K	0.68%	37
2024 Q3	$20.6M	Sell	63,581 -3,183	-5%	-$943K	0.66%	40
2024 Q2	$18.5M	Sell	66,764 -3,808	-5%	-$1.09M	0.63%	43
2024 Q1	$20.8M	Sell	70,572 -1,130	-2%	-$291K	0.71%	39
2023 Q4	$17.2M	Buy	+71,702	New	+$16.3M	0.63%	41

Other funds holding CMI

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 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) 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

Sanibel Captiva Trust Company's CMI Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Cummins (CMI) stake by 0.41% in Q2 2026, selling an estimated $165K and leaving 60,035 shares worth $42.8M. The position accounts for 1.07% of the portfolio, ranked #25.

Sanibel Captiva Trust Company first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 704 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Sanibel Captiva Trust Company held 60,035 shares of Cummins worth $42.8M as of Q2 2026.
Sanibel Captiva Trust Company sold 250 Cummins shares in Q2 2026, an estimated $165K.
Cummins made up 1.07% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #25 holding.
Sanibel Captiva Trust Company first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
704 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.