Trust Company of Toledo’s Cummins CMI Stock Holding History

Trust Company of Toledo’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	$745K	Sell	1,044 -1	-0.1%	-$659	0.06%	201
2026 Q1	$562K	Buy	1,045 +1	+0.1%	+$566	0.05%	213
2025 Q4	$533K	Hold	1,044	–	–	0.05%	210
2025 Q3	$441K	Hold	1,044	–	–	0.04%	218
2025 Q2	$342K	Sell	1,044 -162	-13%	-$50.2K	0.04%	228
2025 Q1	$378K	Sell	1,206 -12	-1%	-$4.23K	0.05%	193
2024 Q4	$425K	Buy	1,218 +152	+14%	+$53.4K	0.06%	184
2024 Q3	$345K	Hold	1,066	–	–	0.05%	196
2024 Q2	$295K	Hold	1,066	–	–	0.04%	201
2024 Q1	$314K	Hold	1,066	–	–	0.05%	191
2023 Q4	$255K	Sell	1,066 -274	-20%	-$62.3K	0.04%	193
2023 Q3	$306K	Sell	1,340 -500	-27%	-$121K	0.06%	181
2023 Q2	$451K	Buy	1,840 +500	+37%	+$113K	0.08%	154
2023 Q1	$320K	Hold	1,340	–	–	0.06%	170
2022 Q4	$325	Buy	1,340 +100	+8%	+$23.8K	0.06%	159
2022 Q3	$252K	Hold	1,240	–	–	0.05%	166
2022 Q2	$240K	Hold	1,240	–	–	0.04%	175
2022 Q1	$254K	Sell	1,240 -1	-0.1%	-$216	0.04%	176
2021 Q4	$271K	Sell	1,241 -1	-0.1%	-$228	0.04%	178
2021 Q3	$279K	Hold	1,242	–	–	0.05%	170
2021 Q2	$303K	Hold	1,242	–	–	0.05%	166
2021 Q1	$322K	Sell	1,242 -1	-0.1%	-$250	0.06%	156
2020 Q4	$282K	Sell	1,243 -1	-0.1%	-$225	0.05%	164
2020 Q3	$263K	Hold	1,244	–	–	0.06%	159
2020 Q2	$216K	Buy	+1,244	New	+$199K	0.05%	164
2020 Q1	–	Sell	-1,292	Closed	-$231K	–	169
2019 Q4	$231K	Hold	1,292	–	–	0.05%	159
2019 Q3	$210K	Buy	1,292 +49	+4%	+$7.84K	0.05%	167
2019 Q2	$213K	Buy	+1,243	New	+$203K	0.05%	168
2018 Q2	–	Sell	-1,244	Closed	-$202K	–	182
2018 Q1	$202K	Sell	1,244 -1	-0.1%	-$172	0.05%	181
2017 Q4	$220K	Hold	1,245	–	–	0.05%	184
2017 Q3	$209K	Hold	1,245	–	–	0.05%	178
2017 Q2	$202K	Buy	+1,245	New	+$193K	0.05%	184
2014 Q2	–	Sell	-1,642	Closed	-$245K	–	178
2014 Q1	$245K	Hold	1,642	–	–	0.07%	164
2013 Q4	$231K	Buy	+1,642	New	+$218K	0.07%	176

Other funds holding CMI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Trust Company of Toledo's CMI Position: Q2 2026 in Review

Trust Company of Toledo reduced its Cummins (CMI) stake by 0.1% in Q2 2026, selling an estimated $659 and leaving 1,044 shares worth $745K. The position accounts for 0.06% of the portfolio, ranked #201.

Trust Company of Toledo first reported a position in CMI in Q4 2013 and has held it in 34 quarters since. 1,073 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Trust Company of Toledo held 1,044 shares of Cummins worth $745K as of Q2 2026.
Trust Company of Toledo sold 1 Cummins share in Q2 2026, an estimated $659.
Cummins made up 0.06% of Trust Company of Toledo's portfolio in Q2 2026, its #201 holding.
Trust Company of Toledo first reported a position in Cummins in Q4 2013 and has held it in 34 quarters since.
1,073 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.