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Sterling Investment Advisors (Pennsylvania)’s Cummins CMI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$3.84M Sell
5,385
-370
-6% -$244K 0.64% 47
2026
Q1 		$3.1M Sell
5,755
-225
-4% -$127K 0.56% 56
2025
Q4 		$3.05M Sell
5,980
-70
-1% -$32.7K 0.56% 54
2025
Q3 		$2.56M Hold
6,050
– – 0.5% 61
2025
Q2 		$1.98M Hold
6,050
– – 0.43% 66
2025
Q1 		$1.9M Sell
6,050
-225
-4% -$79.3K 0.46% 63
2024
Q4 		$2.19M Sell
6,275
-340
-5% -$119K 0.53% 61
2024
Q3 		$2.14M Sell
6,615
-175
-3% -$51.8K 0.54% 61
2024
Q2 		$1.88M Sell
6,790
-160
-2% -$45.7K 0.51% 61
2024
Q1 		$2.05M Hold
6,950
– – 0.58% 57
2023
Q4 		$1.67M Hold
6,950
– – 0.52% 56
2023
Q3 		$1.59M Hold
6,950
– – 0.55% 57
2023
Q2 		$1.7M Hold
6,950
– – 0.56% 56
2023
Q1 		$1.66M Sell
6,950
-100
-1% -$24.4K 0.56% 55
2022
Q4 		$1.71M Sell
7,050
-25
-0.4% -$5.95K 0.61% 51
2022
Q3 		$1.44M Hold
7,075
– – 0.54% 56
2022
Q2 		$1.37M Hold
7,075
– – 0.47% 61
2022
Q1 		$1.45M Buy
7,075
+80
+1% +$17.3K 0.41% 70
2021
Q4 		$1.53M Hold
6,995
– – 0.43% 68
2021
Q3 		$1.57M Hold
6,995
– – 0.47% 66
2021
Q2 		$1.71M Buy
6,995
+70
+1% +$17.9K 0.5% 62
2021
Q1 		$1.79M Hold
6,925
– – 0.58% 62
2020
Q4 		$1.57M Hold
6,925
– – 0.53% 61
2020
Q3 		$1.46M Sell
6,925
-150
-2% -$29.9K 0.56% 59
2020
Q2 		$1.23M Sell
7,075
-200
-3% -$32K 0.51% 60
2020
Q1 		$984K Sell
7,275
-400
-5% -$62.4K 0.52% 58
2019
Q4 		$1.37M Sell
7,675
-575
-7% -$101K 0.63% 49
2019
Q3 		$1.34M Sell
8,250
-1,450
-15% -$232K 0.69% 45
2019
Q2 		$1.66M Sell
9,700
-2,208
-19% -$361K 0.85% 40
2019
Q1 		$1.88M Sell
11,908
-396
-3% -$59.4K 0.96% 35
2018
Q4 		$1.64M Sell
12,304
-2,102
-15% -$297K 0.97% 34
2018
Q3 		$2.1M Buy
14,406
+5,906
+69% +$831K 1.11% 22
2018
Q2 		$1.13M Buy
+8,500
New +$1.27M 0.67% 46

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

Sterling Investment Advisors (Pennsylvania)'s CMI Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Cummins (CMI) stake by 6.4% in Q2 2026, selling an estimated $244K and leaving 5,385 shares worth $3.84M. The position accounts for 0.64% of the portfolio, ranked #47.

Sterling Investment Advisors (Pennsylvania) first reported a position in CMI in Q2 2018 and has held it in 33 quarters since. 1,075 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 5,385 shares of Cummins worth $3.84M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 370 Cummins shares in Q2 2026, an estimated $244K.
  • Cummins made up 0.64% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #47 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Cummins in Q2 2018 and has held it in 33 quarters since.
  • 1,075 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.