Toth Financial Advisory’s Cummins CMI Stock Holding History

Toth Financial Advisory’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	$286K	Sell	401 -16	-4%	-$10.5K	0.03%	209
2026 Q1	$224K	Hold	417	–	–	0.02%	211
2025 Q4	$213K	Buy	417 +8	+2%	+$3.74K	0.02%	214
2025 Q3	$173K	Hold	409	–	–	0.02%	226
2025 Q2	$134K	Hold	409	–	–	0.02%	226
2025 Q1	$128K	Hold	409	–	–	0.02%	227
2024 Q4	$143K	Hold	409	–	–	0.02%	212
2024 Q3	$132K	Hold	409	–	–	0.02%	218
2024 Q2	$113K	Hold	409	–	–	0.01%	227
2024 Q1	$121K	Hold	409	–	–	0.02%	224
2023 Q4	$98K	Hold	409	–	–	0.01%	238
2023 Q3	$93.4K	Sell	409 -80	-16%	-$19.3K	0.01%	222
2023 Q2	$120K	Buy	489 +69	+16%	+$15.6K	0.02%	221
2023 Q1	$100K	Sell	420 -2,089	-83%	-$510K	0.02%	219
2022 Q4	$608K	Buy	2,509 +2,245	+850%	+$534K	0.1%	139
2022 Q3	$54K	Hold	264	–	–	0.01%	265
2022 Q2	$51K	Hold	264	–	–	0.01%	268
2022 Q1	$54K	Hold	264	–	–	0.01%	280
2021 Q4	$58K	Hold	264	–	–	0.01%	284
2021 Q3	$59K	Sell	264 -5	-2%	-$1.17K	0.01%	288
2021 Q2	$66K	Hold	269	–	–	0.01%	260
2021 Q1	$70K	Buy	269 +9	+3%	+$2.25K	0.01%	263
2020 Q4	$59K	Hold	260	–	–	0.01%	245
2020 Q3	$55K	Hold	260	–	–	0.01%	238
2020 Q2	$45K	Hold	260	–	–	0.01%	233
2020 Q1	$35K	Hold	260	–	–	0.01%	196
2019 Q4	$47K	Hold	260	–	–	0.01%	214
2019 Q3	$42K	Hold	260	–	–	0.01%	234
2019 Q2	$45K	Buy	260 +50	+24%	+$8.19K	0.01%	229
2019 Q1	$33K	Buy	210 +55	+35%	+$8.25K	0.01%	233
2018 Q4	$21K	Sell	155 -25	-14%	-$3.53K	0.01%	236
2018 Q3	$26K	Hold	180	–	–	0.01%	241
2018 Q2	$24K	Hold	180	–	–	0.01%	253
2018 Q1	$29K	Sell	180 -800	-82%	-$137K	0.01%	238
2017 Q4	$173K	Buy	+980	New	+$168K	0.04%	150
2015 Q3	–	Sell	-2,210	Closed	-$290K	–	110
2015 Q2	$290K	Sell	2,210 -25	-1%	-$3.44K	0.1%	114
2015 Q1	$310K	Sell	2,235 -2,615	-54%	-$369K	0.1%	108
2014 Q4	$699K	Buy	+4,850	New	+$686K	0.24%	77

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

Toth Financial Advisory's CMI Position: Q2 2026 in Review

Toth Financial Advisory reduced its Cummins (CMI) stake by 3.8% in Q2 2026, selling an estimated $10.5K and leaving 401 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #209.

Toth Financial Advisory first reported a position in CMI in Q4 2014 and has held it in 38 quarters since. The position peaked at $699K in Q4 2014. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Toth Financial Advisory held 401 shares of Cummins worth $286K as of Q2 2026.
Toth Financial Advisory sold 16 Cummins shares in Q2 2026, an estimated $10.5K.
Cummins made up 0.03% of Toth Financial Advisory's portfolio in Q2 2026, its #209 holding.
Toth Financial Advisory first reported a position in Cummins in Q4 2014 and has held it in 38 quarters since.
Toth Financial Advisory's Cummins position peaked at $699K in Q4 2014.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.