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SOA Wealth Advisors’s Cummins CMI Stock Holding History

SOA Wealth 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 		$71K Hold
99
– – 0.01% 326
2026
Q1 		$53.5K Hold
99
– – 0.01% 356
2025
Q4 		$50.8K Buy
99
+15
+18% +$7.01K 0.01% 367
2025
Q3 		$35.7K Hold
84
– – 0.01% 426
2025
Q2 		$27.6K Sell
84
-13
-13% -$4.02K 0.01% 452
2025
Q1 		$30.5K Hold
97
– – 0.01% 403
2024
Q4 		$33.9K Hold
97
– – 0.01% 381
2024
Q3 		$31.5K Hold
97
– – 0.01% 387
2024
Q2 		$27K Sell
97
-4
-4% -$1.14K 0.01% 392
2024
Q1 		$29.8K Hold
101
– – 0.01% 378
2023
Q4 		$24.3K Hold
101
– – 0.01% 395
2023
Q3 		$23.1K Hold
101
– – 0.01% 393
2023
Q2 		$24.8K Hold
101
– – 0.01% 401
2023
Q1 		$24.2K Hold
101
– – 0.01% 392
2022
Q4 		$24.5K Sell
101
-2
-2% -$476 0.01% 377
2022
Q3 		$20K Sell
103
-4
-4% -$851 0.01% 385
2022
Q2 		$20K Sell
107
-350
-77% -$70K 0.01% 382
2022
Q1 		$93K Hold
457
– – 0.02% 236
2021
Q4 		$99K Hold
457
– – 0.02% 218
2021
Q3 		$102K Buy
457
+12
+3% +$2.81K 0.03% 214
2021
Q2 		$108K Buy
445
+252
+131% +$64.4K 0.03% 204
2021
Q1 		$50K Buy
193
+23
+14% +$5.75K 0.01% 269
2020
Q4 		$41K Buy
+170
New +$38.2K 0.01% 287

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

SOA Wealth Advisors's CMI Position: Q2 2026 in Review

SOA Wealth Advisors held its Cummins (CMI) position steady in Q2 2026 at 99 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #326.

SOA Wealth Advisors first reported a position in CMI in Q4 2020 and has held it in 23 quarters since. The position peaked at $108K in Q2 2021. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • SOA Wealth Advisors held 99 shares of Cummins worth $71K as of Q2 2026.
  • SOA Wealth Advisors left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #326 holding.
  • SOA Wealth Advisors first reported a position in Cummins in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Cummins position peaked at $108K in Q2 2021.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.