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RAFFA WEALTH MANAGEMENT, LLC’s Cummins CMI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$33.5K Sell
47
-7
-13% -$4.61K ﹤0.01% 213
2026
Q1 		$29.1K Buy
54
+12
+29% +$6.79K ﹤0.01% 217
2025
Q4 		$21.4K Hold
42
– – ﹤0.01% 250
2025
Q3 		$17.7K Sell
42
-68
-62% -$26.1K ﹤0.01% 274
2025
Q2 		$36K Buy
110
+74
+206% +$22.9K 0.01% 201
2025
Q1 		$11.3K Hold
36
– – ﹤0.01% 293
2024
Q4 		$12.6K Hold
36
– – ﹤0.01% 290
2024
Q3 		$11.7K Sell
36
-19
-35% -$5.63K ﹤0.01% 294
2024
Q2 		$15.2K Buy
55
+19
+53% +$5.43K ﹤0.01% 376
2024
Q1 		$10.6K Buy
+36
New +$9.28K ﹤0.01% 420
2023
Q3 		$8.22K Buy
+36
New +$8.69K ﹤0.01% 303
2022
Q4 		$8.72K Buy
36
+6
+20% +$1.43K ﹤0.01% 304
2022
Q3 		$6.11K Buy
+30
New +$6.38K ﹤0.01% 352
2021
Q4 		$6.54K Hold
30
– – ﹤0.01% 368
2021
Q3 		$6.74K Hold
30
– – ﹤0.01% 318
2021
Q2 		$7.31K Buy
+30
New +$7.67K ﹤0.01% 300
2020
Q4 		$7.04K Buy
+31
New +$6.96K ﹤0.01% 298
2020
Q2 		$3.64K Hold
21
– – ﹤0.01% 366
2020
Q1 		$2.84K Buy
+21
New +$3.27K ﹤0.01% 360
2019
Q3 		$2.12K Buy
+13
New +$2.08K ﹤0.01% 379
2018
Q1 		$2.11K Buy
+13
New +$2.23K ﹤0.01% 349
2016
Q3 		$769 Buy
+6
New +$728 ﹤0.01% 510
2016
Q1 		$660 Hold
6
– – ﹤0.01% 558
2015
Q4 		$528 Buy
+6
New +$599 ﹤0.01% 671
2015
Q2 		$787 Hold
6
– – ﹤0.01% 465
2015
Q1 		$832 Hold
6
– – ﹤0.01% 446
2014
Q4 		$865 Hold
6
– – ﹤0.01% 398
2014
Q3 		$792 Buy
+6
New +$865 ﹤0.01% 403
2014
Q1 		– Sell
-6
Closed -$865 – 368
2013
Q4 		$865 Buy
+6
New +$797 ﹤0.01% 398

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CMI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Cummins (CMI) stake by 13% in Q2 2026, selling an estimated $4.61K and leaving 47 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CMI in Q4 2013 and has held it in 29 quarters since. The position peaked at $36K in Q2 2025. 704 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 47 shares of Cummins worth $33.5K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 7 Cummins shares in Q2 2026, an estimated $4.61K.
  • Cummins made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #213 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Cummins in Q4 2013 and has held it in 29 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Cummins position peaked at $36K in Q2 2025.
  • 704 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.