Valued Wealth Advisors’s Cummins CMI Stock Holding History

Valued Wealth Advisors’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	$20.1K	Buy	28 +6	+27%	+$3.95K	0.01%	203
2026 Q1	$11.9K	Buy	22 +4	+22%	+$2.26K	﹤0.01%	256
2025 Q4	$9.28K	Buy	18 +5	+38%	+$2.34K	﹤0.01%	231
2025 Q3	$5.56K	Hold	13	–	–	﹤0.01%	275
2025 Q2	$4.29K	Sell	13 -32	-71%	-$9.91K	﹤0.01%	299
2025 Q1	$14.2K	Buy	45 +3	+7%	+$1.06K	0.01%	187
2024 Q4	$14.6K	Buy	42 +2	+5%	+$703	0.01%	183
2024 Q3	$13K	Buy	40 +17	+74%	+$5.04K	0.01%	188
2024 Q2	$6.37K	Buy	23 +9	+64%	+$2.57K	﹤0.01%	250
2024 Q1	$4.13K	Buy	14 +10	+250%	+$2.58K	﹤0.01%	268
2023 Q4	$914	Buy	+4	New	+$909	﹤0.01%	385

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

Valued Wealth Advisors's CMI Position: Q2 2026 in Review

Valued Wealth Advisors increased its Cummins (CMI) stake by 27% in Q2 2026, buying an estimated $3.95K and bringing the position to 28 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #203.

Valued Wealth Advisors 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.

Valued Wealth Advisors held 28 shares of Cummins worth $20.1K as of Q2 2026.
Valued Wealth Advisors bought 6 Cummins shares in Q2 2026, an estimated $3.95K.
Cummins made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #203 holding.
Valued Wealth Advisors 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 Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.