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Thurston Springer Miller Herd & Titak’s Cummins CMI Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$2.1M Buy
2,950
+270
+10% +$178K 0.77% 25
2026
Q1 		$1.44M Sell
2,680
-832
-24% -$471K 0.6% 32
2025
Q4 		$1.79M Buy
3,512
+3,229
+1,141% +$1.51M 0.63% 28
2025
Q3 		$120K Sell
283
-3,022
-91% -$1.16M 0.24% 125
2025
Q2 		$1.08M Buy
3,305
+768
+30% +$238K 0.14% 166
2025
Q1 		$796K Buy
2,537
+299
+13% +$105K 0.13% 151
2024
Q4 		$780K Buy
2,238
+356
+19% +$125K 0.16% 144
2024
Q3 		$610K Buy
1,882
+538
+40% +$159K 0.17% 146
2024
Q2 		$373K Buy
+1,344
New +$384K 0.12% 168

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

Thurston Springer Miller Herd & Titak's CMI Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Cummins (CMI) stake by 10% in Q2 2026, buying an estimated $178K and bringing the position to 2,950 shares worth $2.1M. The position accounts for 0.77% of the portfolio, ranked #25.

Thurston Springer Miller Herd & Titak first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 2,950 shares of Cummins worth $2.1M as of Q2 2026.
  • Thurston Springer Miller Herd & Titak bought 270 Cummins shares in Q2 2026, an estimated $178K.
  • Cummins made up 0.77% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #25 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.