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Sowell Financial Services’s Cummins CMI Stock Holding History

Sowell Financial Services’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 		$2.48M Buy
3,472
+14
+0.4% +$9.22K 0.08% 263
2026
Q1 		$1.86M Sell
3,458
-271
-7% -$153K 0.07% 301
2025
Q4 		$1.9M Buy
3,729
+51
+1% +$23.8K 0.07% 291
2025
Q3 		$1.55M Sell
3,678
-944
-20% -$362K 0.06% 332
2025
Q2 		$1.51M Sell
4,622
-225
-5% -$69.7K 0.06% 322
2025
Q1 		$1.52M Buy
+4,847
New +$1.71M 0.07% 293
2023
Q2 		– Sell
-4,025
Closed -$961K – 603
2023
Q1 		$961K Buy
+4,025
New +$983K 0.07% 301
2021
Q2 		– Sell
-7,158
Closed -$1.9M – 929
2021
Q1 		$1.9M Sell
7,158
-1,094
-13% -$273K 0.07% 257
2020
Q4 		$1.87M Sell
8,252
-195
-2% -$43.8K 0.08% 217
2020
Q3 		$1.78M Sell
8,447
-1,306
-13% -$260K 0.09% 195
2020
Q2 		$1.69M Sell
9,753
-1,247
-11% -$199K 0.09% 194
2020
Q1 		$1.49M Buy
11,000
+8,559
+351% +$1.33M 0.11% 191
2019
Q4 		$437K Sell
2,441
-130
-5% -$22.9K 0.03% 487
2019
Q3 		$418K Buy
+2,571
New +$411K 0.03% 455
2019
Q1 		$385K Sell
2,440
-185
-7% -$27.8K 0.04% 401
2018
Q4 		$351K Buy
2,625
+337
+15% +$47.6K 0.05% 351
2018
Q3 		$334K Buy
2,288
+7
+0.3% +$986 0.05% 257
2018
Q2 		$319K Sell
2,281
-114
-5% -$17.1K 0.07% 214
2018
Q1 		$350K Buy
2,395
+344
+17% +$59.1K 0.09% 196
2017
Q4 		$377K Sell
2,051
-193
-9% -$33K 0.09% 186
2017
Q3 		$388K Sell
2,244
-870
-28% -$141K 0.1% 165
2017
Q2 		$498K Buy
3,114
+1,671
+116% +$259K 0.14% 137
2017
Q1 		$224K Buy
1,443
+205
+17% +$30.3K 0.07% 223
2016
Q4 		$188K Buy
+1,238
New +$166K 0.06% 195

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

Sowell Financial Services's CMI Position: Q2 2026 in Review

Sowell Financial Services increased its Cummins (CMI) stake by 0.4% in Q2 2026, buying an estimated $9.22K and bringing the position to 3,472 shares worth $2.48M. The position accounts for 0.08% of the portfolio, ranked #263.

Sowell Financial Services first reported a position in CMI in Q4 2016 and has held it in 24 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Sowell Financial Services held 3,472 shares of Cummins worth $2.48M as of Q2 2026.
  • Sowell Financial Services bought 14 Cummins shares in Q2 2026, an estimated $9.22K.
  • Cummins made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #263 holding.
  • Sowell Financial Services first reported a position in Cummins in Q4 2016 and has held it in 24 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.