WD Rutherford
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WD Rutherford’s Cummins CMI Stock Holding History

WD Rutherford’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
Q3 		$4.05M Sell
7,848
-842
-10% -$508K 1.54% 28
2026
Q2 		$6.2M Sell
8,690
-371
-4% -$244K 2.24% 13
2026
Q1 		$4.87M Sell
9,061
-732
-7% -$414K 2.17% 17
2025
Q4 		$5M Sell
9,793
-122
-1% -$57K 2.09% 14
2025
Q3 		$4.19M Buy
9,915
+3
+0% +$1.15K 1.78% 23
2025
Q2 		$3.25M Sell
9,912
-355
-3% -$110K 1.49% 28
2025
Q1 		$2.95M Buy
10,267
+193
+2% +$68K 1.57% 31
2024
Q4 		$3.51M Buy
10,074
+309
+3% +$109K 1.67% 27
2024
Q3 		$3.16M Buy
9,765
+3,851
+65% +$1.14M 1.54% 29
2024
Q2 		$1.64M Buy
5,914
+622
+12% +$178K 0.82% 44
2024
Q1 		$1.56M Buy
5,292
+2,960
+127% +$763K 0.81% 43
2023
Q4 		$545K Hold
2,332
– – 0.32% 56
2023
Q3 		$533K Hold
2,332
– – 0.37% 56
2023
Q2 		$572K Buy
2,332
+80
+4% +$18.1K 0.37% 57
2023
Q1 		$538K Hold
2,252
– – 0.38% 56
2022
Q4 		$558K Sell
2,252
-170
-7% -$40.4K 0.44% 51
2022
Q3 		$493K Sell
2,422
-60
-2% -$12.8K 0.4% 53
2022
Q2 		$480K Sell
2,482
-880
-26% -$176K 0.37% 52
2022
Q1 		$690K Buy
3,362
+40
+1% +$8.65K 0.39% 55
2021
Q4 		$725K Sell
3,322
-50
-1% -$11.4K 0.37% 54
2021
Q3 		$757K Buy
3,372
+915
+37% +$214K 0.41% 52
2021
Q2 		$599K Buy
2,457
+160
+7% +$40.9K 0.33% 54
2021
Q1 		$595K Buy
2,297
+115
+5% +$28.7K 0.37% 56
2020
Q4 		$496K Buy
+2,182
New +$490K 0.31% 53

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

WD Rutherford's CMI Position: Q3 2026 in Review

WD Rutherford reduced its Cummins (CMI) stake by 9.7% in Q3 2026, selling an estimated $508K and leaving 7,848 shares worth $4.05M. The position accounts for 1.54% of the portfolio, ranked #28.

WD Rutherford first reported a position in CMI in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.2M in Q2 2026. 857 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • WD Rutherford held 7,848 shares of Cummins worth $4.05M as of Q3 2026.
  • WD Rutherford sold 842 Cummins shares in Q3 2026, an estimated $508K.
  • Cummins made up 1.54% of WD Rutherford's portfolio in Q3 2026, its #28 holding.
  • WD Rutherford first reported a position in Cummins in Q4 2020 and has held it in 24 quarters since.
  • WD Rutherford's Cummins position peaked at $6.2M in Q2 2026.
  • 857 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.