UCI
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Uncommon Cents Investing’s Cummins CMI Stock Holding History

Uncommon Cents Investing’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 		$1.75M Hold
2,450
– – 0.38% 82
2026
Q1 		$1.32M Sell
2,450
-15
-0.6% -$8.49K 0.31% 96
2025
Q4 		$1.26M Hold
2,465
– – 0.3% 94
2025
Q3 		$1.04M Buy
2,465
+5
+0.2% +$1.92K 0.26% 106
2025
Q2 		$806K Buy
2,460
+372
+18% +$115K 0.22% 116
2025
Q1 		$654K Buy
2,088
+8
+0.4% +$2.82K 0.19% 129
2024
Q4 		$725K Buy
2,080
+25
+1% +$8.78K 0.22% 122
2024
Q3 		$665K Hold
2,055
– – 0.19% 129
2024
Q2 		$569K Hold
2,055
– – 0.18% 130
2024
Q1 		$606K Sell
2,055
-5
-0.2% -$1.29K 0.19% 126
2023
Q4 		$494K Buy
+2,060
New +$468K 0.16% 137

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

Uncommon Cents Investing's CMI Position: Q2 2026 in Review

Uncommon Cents Investing held its Cummins (CMI) position steady in Q2 2026 at 2,450 shares worth $1.75M. The position accounts for 0.38% of the portfolio, ranked #82.

Uncommon Cents Investing first reported a position in CMI in Q4 2023 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Uncommon Cents Investing held 2,450 shares of Cummins worth $1.75M as of Q2 2026.
  • Uncommon Cents Investing left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.38% of Uncommon Cents Investing's portfolio in Q2 2026, its #82 holding.
  • Uncommon Cents Investing first reported a position in Cummins in Q4 2023 and has held it in 11 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Uncommon Cents Investing's 13F filing for Q2 2026, filed 20 Jul 2026.