VisionPoint Advisory Group’s Cummins CMI Stock Holding History

VisionPoint Advisory Group’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	$409K	Buy	574 +79	+16%	+$52.1K	0.07%	289
2026 Q1	$266K	Hold	495	–	–	0.05%	358
2025 Q4	$253K	Sell	495 -47	-9%	-$22K	0.05%	336
2025 Q3	$229K	Buy	+542	New	+$208K	0.05%	361
2025 Q2	–	Sell	-903	Closed	-$283K	–	363
2025 Q1	$283K	Sell	903 -3,127	-78%	-$1.1M	0.1%	171
2024 Q4	$1.4M	Sell	4,030 -45	-1%	-$15.8K	0.48%	63
2024 Q3	$1.32M	Buy	4,075 +1,036	+34%	+$307K	0.45%	67
2024 Q2	$842K	Buy	3,039 +827	+37%	+$236K	0.3%	84
2024 Q1	$652K	Buy	2,212 +910	+70%	+$235K	0.24%	100
2023 Q4	$312K	Buy	1,302 +790	+154%	+$180K	0.12%	126
2023 Q3	$117K	Buy	512 +118	+30%	+$28.5K	0.05%	175
2023 Q2	$96.6K	Buy	+394	New	+$89.2K	0.04%	174
2021 Q1	–	Sell	-1,704	Closed	-$387K	–	116
2020 Q4	$387K	Sell	1,704 -11,190	-87%	-$2.51M	0.2%	96
2020 Q3	$2.72M	Sell	12,894 -3,114	-19%	-$620K	1.18%	14
2020 Q2	$3.01M	Sell	16,008 -573	-3%	-$91.6K	1.22%	17
2020 Q1	$2.24M	Buy	+16,581	New	+$2.59M	1.05%	25
2019 Q1	–	Sell	-5,525	Closed	-$738K	–	138
2018 Q4	$738K	Buy	+5,525	New	+$780K	0.24%	52

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

VisionPoint Advisory Group's CMI Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Cummins (CMI) stake by 16% in Q2 2026, buying an estimated $52.1K and bringing the position to 574 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #289.

VisionPoint Advisory Group first reported a position in CMI in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.01M in Q2 2020. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

VisionPoint Advisory Group held 574 shares of Cummins worth $409K as of Q2 2026.
VisionPoint Advisory Group bought 79 Cummins shares in Q2 2026, an estimated $52.1K.
Cummins made up 0.07% of VisionPoint Advisory Group's portfolio in Q2 2026, its #289 holding.
VisionPoint Advisory Group first reported a position in Cummins in Q4 2018 and has held it in 17 quarters since.
VisionPoint Advisory Group's Cummins position peaked at $3.01M in Q2 2020.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.