Triangle Securities Wealth Management’s Cummins CMI Stock Holding History

Triangle Securities 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	$1.14M	Sell	1,598 -73	-4%	-$48.1K	0.23%	100
2026 Q1	$899K	Sell	1,671 -155	-8%	-$87.7K	0.2%	105
2025 Q4	$932K	Sell	1,826 -82	-4%	-$38.3K	0.2%	114
2025 Q3	$806K	Sell	1,908 -25	-1%	-$9.59K	0.18%	121
2025 Q2	$633K	Hold	1,933	–	–	0.16%	134
2025 Q1	$606K	Sell	1,933 -40	-2%	-$14.1K	0.16%	137
2024 Q4	$688K	Sell	1,973 -4	-0.2%	-$1.41K	0.18%	131
2024 Q3	$640K	Sell	1,977 -40	-2%	-$11.8K	0.17%	134
2024 Q2	$559K	Hold	2,017	–	–	0.16%	140
2024 Q1	$594K	Buy	+2,017	New	+$520K	0.17%	136
2015 Q2	–	Sell	-1,504	Closed	-$209K	–	133
2015 Q1	$209K	Sell	1,504 -170	-10%	-$24K	0.14%	135
2014 Q4	$241K	Buy	+1,674	New	+$237K	0.17%	114
2013 Q3	–	Sell	-1,271	Closed	-$138K	–	164
2013 Q2	$138K	Buy	+1,271	New	+$144K	0.1%	148

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

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

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Triangle Securities Wealth Management's CMI Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Cummins (CMI) stake by 4.4% in Q2 2026, selling an estimated $48.1K and leaving 1,598 shares worth $1.14M. The position accounts for 0.23% of the portfolio, ranked #100.

Triangle Securities Wealth Management first reported a position in CMI in Q2 2013 and has held it in 13 quarters since. 544 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Triangle Securities Wealth Management held 1,598 shares of Cummins worth $1.14M as of Q2 2026.
Triangle Securities Wealth Management sold 73 Cummins shares in Q2 2026, an estimated $48.1K.
Cummins made up 0.23% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #100 holding.
Triangle Securities Wealth Management first reported a position in Cummins in Q2 2013 and has held it in 13 quarters since.
544 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.