SWS Partners’s Cummins CMI Stock Holding History

SWS Partners’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	$393K	Buy	551 +1	+0.2%	+$659	0.08%	98
2026 Q1	$296K	Buy	550 +4	+0.7%	+$2.26K	0.07%	106
2025 Q4	$280K	Hold	546	–	–	0.07%	113
2025 Q3	$230K	Buy	+546	New	+$209K	0.06%	120
2024 Q3	–	Sell	-531	Closed	-$147K	–	139
2024 Q2	$147K	Buy	+531	New	+$152K	0.04%	121
2022 Q2	–	Sell	-500	Closed	-$103K	–	78
2022 Q1	$103K	Buy	+500	New	+$108K	0.07%	75
2018 Q2	–	Sell	-65	Closed	-$10K	–	141
2018 Q1	$10K	Sell	65 -175	-73%	-$30.1K	0.01%	257
2017 Q4	$42K	Buy	+240	New	+$41K	0.03%	158

Other funds holding CMI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SWS Partners's CMI Position: Q2 2026 in Review

SWS Partners increased its Cummins (CMI) stake by 0.18% in Q2 2026, buying an estimated $659 and bringing the position to 551 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #98.

SWS Partners first reported a position in CMI in Q4 2017 and has held it in 8 quarters since. 1,123 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

SWS Partners held 551 shares of Cummins worth $393K as of Q2 2026.
SWS Partners bought 1 Cummins share in Q2 2026, an estimated $659.
Cummins made up 0.08% of SWS Partners's portfolio in Q2 2026, its #98 holding.
SWS Partners first reported a position in Cummins in Q4 2017 and has held it in 8 quarters since.
1,123 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.