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Smallwood Wealth Investment Management’s Cummins CMI Stock Holding History

Smallwood Wealth Investment Management’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 		$107K Hold
150
– – 0.05% 134
2026
Q1 		$80.7K Hold
150
– – 0.04% 136
2025
Q4 		$76.6K Hold
150
– – 0.04% 139
2025
Q3 		$63.4K Hold
150
– – 0.03% 157
2025
Q2 		$49.1K Hold
150
– – 0.03% 171
2025
Q1 		$47K Buy
+150
New +$52.8K 0.03% 166

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Smallwood Wealth Investment Management's CMI Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Cummins (CMI) position steady in Q2 2026 at 150 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #134.

Smallwood Wealth Investment Management first reported a position in CMI in Q1 2025 and has held it in 6 quarters since. 1,084 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Smallwood Wealth Investment Management held 150 shares of Cummins worth $107K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #134 holding.
  • Smallwood Wealth Investment Management first reported a position in Cummins in Q1 2025 and has held it in 6 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.