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True Wealth Design’s Cummins CMI Stock Holding History

True Wealth Design’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 		$230K Buy
323
+54
+20% +$35.6K 0.05% 93
2026
Q1 		$145K Buy
269
+42
+19% +$23.8K 0.04% 138
2025
Q4 		$116K Buy
227
+5
+2% +$2.34K 0.03% 158
2025
Q3 		$93.8K Buy
222
+168
+311% +$64.4K 0.03% 176
2025
Q2 		$17.7K Sell
54
-188
-78% -$58.2K 0.01% 412
2025
Q1 		$75.9K Buy
242
+160
+195% +$56.4K 0.03% 130
2024
Q4 		$28.6K Sell
82
-13
-14% -$4.57K 0.01% 270
2024
Q3 		$30.8K Sell
95
-3,076
-97% -$911K 0.01% 239
2024
Q2 		$878K Sell
3,171
-28
-0.9% -$8K 0.22% 56
2024
Q1 		$943K Sell
3,199
-37
-1% -$9.54K 0.23% 48
2023
Q4 		$775K Sell
3,236
-3
-0.1% -$682 0.22% 85
2023
Q3 		$740K Sell
3,239
-79
-2% -$19.1K 0.25% 77
2023
Q2 		$813K Sell
3,318
-3
-0.1% -$679 0.3% 58
2023
Q1 		$793K Sell
3,321
-72
-2% -$17.6K 0.33% 66
2022
Q4 		$822K Buy
+3,393
New +$807K 0.38% 42

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

True Wealth Design's CMI Position: Q2 2026 in Review

True Wealth Design increased its Cummins (CMI) stake by 20% in Q2 2026, buying an estimated $35.6K and bringing the position to 323 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #93.

True Wealth Design first reported a position in CMI in Q4 2022 and has held it in 15 quarters since. The position peaked at $943K in Q1 2024. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • True Wealth Design held 323 shares of Cummins worth $230K as of Q2 2026.
  • True Wealth Design bought 54 Cummins shares in Q2 2026, an estimated $35.6K.
  • Cummins made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #93 holding.
  • True Wealth Design first reported a position in Cummins in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Cummins position peaked at $943K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.