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Summit Financial Wealth Advisors’s Cummins CMI Stock Holding History

Summit Financial 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 		$18.2M Sell
25,510
-5,741
-18% -$3.78M 2.33% 10
2026
Q1 		$16.8M Sell
31,251
-115
-0.4% -$65.1K 2.38% 11
2025
Q4 		$16M Sell
31,366
-1,341
-4% -$627K 2.29% 13
2025
Q3 		$13.9M Sell
32,707
-130
-0.4% -$49.8K 2.15% 15
2025
Q2 		$10.8M Sell
32,837
-1,196
-4% -$370K 1.93% 15
2025
Q1 		$10.7M Sell
34,033
-244
-0.7% -$86K 2.12% 14
2024
Q4 		$11.9M Buy
34,277
+88
+0.3% +$30.9K 2.33% 13
2024
Q3 		$11.1M Sell
34,189
-80
-0.2% -$23.7K 2.08% 14
2024
Q2 		$9.49M Sell
34,269
-930
-3% -$266K 1.92% 14
2024
Q1 		$10.4M Buy
35,199
+324
+0.9% +$83.5K 2.1% 13
2023
Q4 		$8.35M Sell
34,875
-115
-0.3% -$26.1K 1.9% 17
2023
Q3 		$7.69M Sell
34,990
-3,040
-8% -$734K 1.89% 15
2023
Q2 		$9.32M Sell
38,030
-410
-1% -$92.8K 2.15% 12
2023
Q1 		$9.18M Buy
38,440
+423
+1% +$103K 2.18% 13
2022
Q4 		$9.21M Sell
38,017
-92
-0.2% -$21.9K 2.22% 13
2022
Q3 		$9.11M Buy
+38,109
New +$8.11M 2.62% 12
2019
Q4 		– Sell
-1,262
Closed -$205K – 139
2019
Q3 		$205K Buy
1,262
+17
+1% +$2.72K 0.05% 138
2019
Q2 		$213K Hold
1,245
– – 0.05% 142
2019
Q1 		$201K Buy
+1,245
New +$187K 0.05% 129
2018
Q2 		– Sell
-1,450
Closed -$235K – 141
2018
Q1 		$235K Sell
1,450
-28
-2% -$4.81K 0.08% 123
2017
Q4 		$261K Sell
1,478
-1,402
-49% -$240K 0.09% 114
2017
Q3 		$484K Sell
2,880
-546
-16% -$88.4K 0.18% 85
2017
Q2 		$556K Sell
3,426
-375
-10% -$58.2K 0.22% 87
2017
Q1 		$575K Buy
3,801
+134
+4% +$19.8K 0.25% 86
2016
Q4 		$501K Sell
3,667
-20
-0.5% -$2.68K 0.22% 93
2016
Q3 		$472K Sell
3,687
-325
-8% -$39.4K 0.2% 96
2016
Q2 		$451K Sell
4,012
-35
-0.9% -$3.96K 0.19% 92
2016
Q1 		$445K Sell
4,047
-329
-8% -$31.8K 0.19% 92
2015
Q4 		$385K Buy
4,376
+3,380
+339% +$338K 0.18% 97
2015
Q3 		$108K Buy
996
+300
+43% +$37.1K 0.07% 95
2015
Q2 		$91K Hold
696
– – 0.06% 111
2015
Q1 		$99K Buy
+696
New +$98.1K 0.07% 91

Other funds holding CMI

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
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Summit Financial Wealth Advisors's CMI Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Cummins (CMI) stake by 18% in Q2 2026, selling an estimated $3.78M and leaving 25,510 shares worth $18.2M. The position accounts for 2.33% of the portfolio, ranked #10.

Summit Financial Wealth Advisors first reported a position in CMI in Q1 2015 and has held it in 32 quarters since. 342 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Summit Financial Wealth Advisors held 25,510 shares of Cummins worth $18.2M as of Q2 2026.
  • Summit Financial Wealth Advisors sold 5,741 Cummins shares in Q2 2026, an estimated $3.78M.
  • Cummins made up 2.33% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Summit Financial Wealth Advisors first reported a position in Cummins in Q1 2015 and has held it in 32 quarters since.
  • 342 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.