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Spire Wealth Management’s Cummins CMI Stock Holding History

Spire Wealth 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 		$628K Buy
880
+395
+81% +$260K 0.02% 501
2026
Q1 		$261K Sell
485
-21
-4% -$11.9K 0.01% 703
2025
Q4 		$258K Hold
506
– – 0.01% 724
2025
Q3 		$214K Sell
506
-54
-10% -$20.7K 0.01% 767
2025
Q2 		$183K Sell
560
-124
-18% -$38.4K 0.01% 785
2025
Q1 		$214K Sell
684
-10
-1% -$3.52K 0.01% 806
2024
Q4 		$242K Buy
694
+26
+4% +$9.13K 0.01% 769
2024
Q3 		$216K Buy
668
+50
+8% +$14.8K 0.01% 709
2024
Q2 		$171K Sell
618
-340
-35% -$97.2K 0.01% 751
2024
Q1 		$282K Sell
958
-17
-2% -$4.38K 0.01% 679
2023
Q4 		$223K Sell
975
-195
-17% -$44.3K 0.01% 728
2023
Q3 		$267K Sell
1,170
-87
-7% -$21K 0.01% 618
2023
Q2 		$308K Sell
1,257
-2
-0.2% -$453 0.01% 609
2023
Q1 		$301K Buy
1,259
+107
+9% +$26.1K 0.01% 615
2022
Q4 		$279K Buy
1,152
+209
+22% +$49.7K 0.02% 476
2022
Q3 		$192K Sell
943
-580
-38% -$123K 0.01% 538
2022
Q2 		$295K Sell
1,523
-397
-21% -$79.4K 0.01% 639
2022
Q1 		$394K Sell
1,920
-951
-33% -$206K 0.01% 639
2021
Q4 		$621K Buy
2,871
+1,079
+60% +$246K 0.01% 617
2021
Q3 		$403K Sell
1,792
-33,409
-95% -$7.83M 0.01% 664
2021
Q2 		$8.6M Buy
35,201
+1,060
+3% +$271K 0.23% 118
2021
Q1 		$8.78M Buy
+34,141
New +$8.53M 0.23% 114

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

Spire Wealth Management's CMI Position: Q2 2026 in Review

Spire Wealth Management increased its Cummins (CMI) stake by 81% in Q2 2026, buying an estimated $260K and bringing the position to 880 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #501.

Spire Wealth Management first reported a position in CMI in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.78M in Q1 2021. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Spire Wealth Management held 880 shares of Cummins worth $628K as of Q2 2026.
  • Spire Wealth Management bought 395 Cummins shares in Q2 2026, an estimated $260K.
  • Cummins made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Spire Wealth Management first reported a position in Cummins in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Cummins position peaked at $8.78M in Q1 2021.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.