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Sapient Capital’s Cummins CMI Stock Holding History

Sapient Capital’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
Q3 		$5.75M Sell
11,128
-94
-0.8% -$56.7K 0.08% 109
2026
Q2 		$8M Sell
11,222
-252
-2% -$166K 0.1% 93
2026
Q1 		$6.17M Sell
11,474
-2,038
-15% -$1.15M 0.09% 108
2025
Q4 		$6.94M Buy
13,512
+412
+3% +$193K 0.1% 102
2025
Q3 		$5.49M Sell
13,100
-35
-0.3% -$13.4K 0.08% 105
2025
Q2 		$4.3M Buy
13,135
+4
+0% +$1.24K 0.08% 106
2025
Q1 		$4.12M Buy
13,131
+4
+0% +$1.41K 0.08% 106
2024
Q4 		$4.58M Buy
13,127
+34
+0.3% +$11.9K 0.09% 103
2024
Q3 		$4.24M Sell
13,093
-5
-0% -$1.48K 0.09% 100
2024
Q2 		$3.63M Buy
13,098
+5
+0% +$1.43K 0.08% 101
2024
Q1 		$3.86M Sell
13,093
-175
-1% -$45.1K 0.09% 106
2023
Q4 		$3.18M Buy
+13,268
New +$3.02M 0.08% 109

Other funds holding CMI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Sapient Capital's CMI Position: Q3 2026 in Review

Sapient Capital reduced its Cummins (CMI) stake by 0.84% in Q3 2026, selling an estimated $56.7K and leaving 11,128 shares worth $5.75M. The position accounts for 0.08% of the portfolio, ranked #109.

Sapient Capital first reported a position in CMI in Q4 2023 and has held it in 12 quarters since. The position peaked at $8M in Q2 2026. 62 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Sapient Capital held 11,128 shares of Cummins worth $5.75M as of Q3 2026.
  • Sapient Capital sold 94 Cummins shares in Q3 2026, an estimated $56.7K.
  • Cummins made up 0.08% of Sapient Capital's portfolio in Q3 2026, its #109 holding.
  • Sapient Capital first reported a position in Cummins in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Cummins position peaked at $8M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.