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Tectonic Advisors’s Cummins CMI Stock Holding History

Tectonic 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 		$1.73M Sell
2,429
-99
-4% -$65.2K 0.08% 124
2026
Q1 		$1.36M Sell
2,528
-78
-3% -$44.1K 0.07% 141
2025
Q4 		$1.33M Sell
2,606
-521
-17% -$244K 0.07% 143
2025
Q3 		$1.32M Sell
3,127
-39
-1% -$15K 0.07% 146
2025
Q2 		$1.04M Buy
3,166
+369
+13% +$114K 0.06% 163
2025
Q1 		$877K Sell
2,797
-258
-8% -$90.9K 0.05% 173
2024
Q4 		$1.07M Sell
3,055
-149
-5% -$52.3K 0.07% 146
2024
Q3 		$1.04M Sell
3,204
-57
-2% -$16.9K 0.07% 159
2024
Q2 		$903K Buy
3,261
+186
+6% +$53.2K 0.07% 165
2024
Q1 		$906K Buy
3,075
+381
+14% +$98.2K 0.07% 163
2023
Q4 		$645K Buy
2,694
+164
+6% +$37.3K 0.05% 183
2023
Q3 		$578K Buy
2,530
+189
+8% +$45.6K 0.05% 184
2023
Q2 		$574K Buy
2,341
+633
+37% +$143K 0.07% 179
2023
Q1 		$408K Buy
1,708
+255
+18% +$62.3K 0.06% 205
2022
Q4 		$352K Buy
1,453
+30
+2% +$7.14K 0.05% 203
2022
Q3 		$290K Buy
1,423
+161
+13% +$34.3K 0.05% 165
2022
Q2 		$244K Buy
1,262
+146
+13% +$29.2K 0.04% 173
2022
Q1 		$229K Buy
+1,116
New +$241K 0.04% 188

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Tectonic Advisors's CMI Position: Q2 2026 in Review

Tectonic Advisors reduced its Cummins (CMI) stake by 3.9% in Q2 2026, selling an estimated $65.2K and leaving 2,429 shares worth $1.73M. The position accounts for 0.08% of the portfolio, ranked #124.

Tectonic Advisors first reported a position in CMI in Q1 2022 and has held it in 18 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Tectonic Advisors held 2,429 shares of Cummins worth $1.73M as of Q2 2026.
  • Tectonic Advisors sold 99 Cummins shares in Q2 2026, an estimated $65.2K.
  • Cummins made up 0.08% of Tectonic Advisors's portfolio in Q2 2026, its #124 holding.
  • Tectonic Advisors first reported a position in Cummins in Q1 2022 and has held it in 18 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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