Total Clarity Wealth Management’s Cummins CMI Stock Holding History

Total Clarity Wealth Management’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	$321K	Sell	450 -158	-26%	-$104K	0.06%	289
2026 Q1	$327K	Buy	608 +3	+0.5%	+$1.7K	0.08%	232
2025 Q4	$309K	Buy	605 +10	+2%	+$4.67K	0.07%	232
2025 Q3	$251K	Buy	+595	New	+$228K	0.07%	245
2022 Q3	–	Sell	-480	Closed	-$93K	–	345
2022 Q2	$93K	Buy	+480	New	+$96K	0.05%	328
2022 Q1	–	Sell	-480	Closed	-$105K	–	338
2021 Q4	$105K	Hold	480	–	–	0.05%	305
2021 Q3	$108K	Buy	+480	New	+$112K	0.05%	294
2021 Q2	–	Sell	-400	Closed	-$104K	–	289
2021 Q1	$104K	Buy	+400	New	+$99.9K	0.06%	237
2020 Q1	–	Sell	-400	Closed	-$72K	–	178
2019 Q4	$72K	Buy	+400	New	+$70.4K	0.05%	216

Other funds holding CMI

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 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) 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

Total Clarity Wealth Management's CMI Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Cummins (CMI) stake by 26% in Q2 2026, selling an estimated $104K and leaving 450 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #289.

Total Clarity Wealth Management first reported a position in CMI in Q4 2019 and has held it in 9 quarters since. The position peaked at $327K in Q1 2026. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Total Clarity Wealth Management held 450 shares of Cummins worth $321K as of Q2 2026.
Total Clarity Wealth Management sold 158 Cummins shares in Q2 2026, an estimated $104K.
Cummins made up 0.06% of Total Clarity Wealth Management's portfolio in Q2 2026, its #289 holding.
Total Clarity Wealth Management first reported a position in Cummins in Q4 2019 and has held it in 9 quarters since.
Total Clarity Wealth Management's Cummins position peaked at $327K in Q1 2026.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.