SSW
CMI icon

Stone Summit Wealth’s Cummins CMI Stock Holding History

Stone Summit Wealth’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
Q3 		$3.45M Sell
6,683
-1,266
-16% -$764K 0.93% 36
2026
Q2 		$5.67M Sell
7,949
-530
-6% -$349K 1.44% 21
2026
Q1 		$4.56M Sell
8,479
-832
-9% -$471K 1.27% 23
2025
Q4 		$4.75M Sell
9,311
-455
-5% -$213K 1.29% 23
2025
Q3 		$4.12M Sell
9,766
-110
-1% -$42.2K 1.17% 26
2025
Q2 		$3.23M Buy
9,876
+207
+2% +$64.1K 1% 35
2025
Q1 		$3.03M Buy
9,669
+230
+2% +$81K 1.03% 32
2024
Q4 		$3.29M Sell
9,439
-234
-2% -$82.2K 1.1% 28
2024
Q3 		$3.13M Sell
9,673
-37
-0.4% -$11K 1.01% 34
2024
Q2 		$2.69M Buy
9,710
+515
+6% +$147K 0.96% 35
2024
Q1 		$2.71M Sell
9,195
-105
-1% -$27.1K 0.94% 37
2023
Q4 		$2.23M Sell
9,300
-50
-0.5% -$11.4K 0.85% 41
2023
Q3 		$2.14M Buy
9,350
+1,735
+23% +$419K 0.92% 37
2023
Q2 		$1.87M Sell
7,615
-91
-1% -$20.6K 0.77% 45
2023
Q1 		$1.84M Sell
7,706
-60
-0.8% -$14.6K 0.82% 43
2022
Q4 		$1.88M Buy
7,766
+580
+8% +$138K 0.92% 36
2022
Q3 		$1.46M Buy
7,186
+517
+8% +$110K 0.9% 41
2022
Q2 		$1.29M Sell
6,669
-137
-2% -$27.4K 0.77% 48
2022
Q1 		$1.36M Buy
6,806
+3,655
+116% +$790K 0.76% 43
2021
Q4 		$679K Buy
+3,151
New +$718K 0.55% 63

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Stone Summit Wealth's CMI Position: Q3 2026 in Review

Stone Summit Wealth reduced its Cummins (CMI) stake by 16% in Q3 2026, selling an estimated $764K and leaving 6,683 shares worth $3.45M. The position accounts for 0.93% of the portfolio, ranked #36.

Stone Summit Wealth first reported a position in CMI in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.67M in Q2 2026. 388 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Stone Summit Wealth held 6,683 shares of Cummins worth $3.45M as of Q3 2026.
  • Stone Summit Wealth sold 1,266 Cummins shares in Q3 2026, an estimated $764K.
  • Cummins made up 0.93% of Stone Summit Wealth's portfolio in Q3 2026, its #36 holding.
  • Stone Summit Wealth first reported a position in Cummins in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Cummins position peaked at $5.67M in Q2 2026.
  • 388 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.