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Sierra Summit Advisors’s Cummins CMI Stock Holding History

Sierra Summit Advisors’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 		$3.99M Buy
5,595
+95
+2% +$62.6K 0.45% 42
2026
Q1 		$2.96M Sell
5,500
-1,324
-19% -$749K 0.43% 47
2025
Q4 		$3.48M Buy
6,824
+139
+2% +$65K 0.53% 38
2025
Q3 		$2.82M Buy
6,685
+93
+1% +$35.7K 0.43% 43
2025
Q2 		$2.16M Buy
6,592
+141
+2% +$43.6K 0.38% 44
2025
Q1 		$2.02M Sell
6,451
-80
-1% -$28.2K 0.44% 46
2024
Q4 		$2.28M Buy
6,531
+81
+1% +$28.5K 0.46% 39
2024
Q3 		$2.09M Buy
6,450
+1,314
+26% +$389K 0.48% 41
2024
Q2 		$1.42M Buy
5,136
+553
+12% +$158K 0.35% 46
2024
Q1 		$1.35M Sell
4,583
-410
-8% -$106K 0.37% 43
2023
Q4 		$1.2M Buy
+4,993
New +$1.14M 0.35% 47

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

Sierra Summit Advisors's CMI Position: Q2 2026 in Review

Sierra Summit Advisors increased its Cummins (CMI) stake by 1.7% in Q2 2026, buying an estimated $62.6K and bringing the position to 5,595 shares worth $3.99M. The position accounts for 0.45% of the portfolio, ranked #42.

Sierra Summit Advisors first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Sierra Summit Advisors held 5,595 shares of Cummins worth $3.99M as of Q2 2026.
  • Sierra Summit Advisors bought 95 Cummins shares in Q2 2026, an estimated $62.6K.
  • Cummins made up 0.45% of Sierra Summit Advisors's portfolio in Q2 2026, its #42 holding.
  • Sierra Summit Advisors first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.