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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
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

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. 1,106 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.
  • 1,106 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.