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Wealth Group’s Cummins CMI Stock Holding History

Wealth 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 		$8.76M Buy
12,287
+8,878
+260% +$5.85M 2.19% 9
2026
Q1 		$1.83M Hold
3,409
– – 1.71% 15
2025
Q4 		$1.74M Buy
+3,409
New +$1.59M 1.7% 14
2025
Q2 		$1.17M Buy
3,558
+20
+0.6% +$6.19K 1.16% 24
2025
Q1 		$1.11M Buy
3,538
+64
+2% +$22.5K 0.72% 36
2024
Q4 		$1.21M Buy
3,474
+88
+3% +$30.9K 0.78% 30
2024
Q3 		$1.1M Sell
3,386
-7
-0.2% -$2.07K 0.74% 35
2024
Q2 		$940K Sell
3,393
-99
-3% -$28.3K 0.67% 38
2024
Q1 		$1.03M Buy
+3,492
New +$900K 0.78% 35

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

Wealth Group's CMI Position: Q2 2026 in Review

Wealth Group increased its Cummins (CMI) stake by 260% in Q2 2026, buying an estimated $5.85M and bringing the position to 12,287 shares worth $8.76M. The position accounts for 2.19% of the portfolio, ranked #9.

Wealth Group first reported a position in CMI in Q1 2024 and has held it in 9 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Wealth Group held 12,287 shares of Cummins worth $8.76M as of Q2 2026.
  • Wealth Group bought 8,878 Cummins shares in Q2 2026, an estimated $5.85M.
  • Cummins made up 2.19% of Wealth Group's portfolio in Q2 2026, its #9 holding.
  • Wealth Group first reported a position in Cummins in Q1 2024 and has held it in 9 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.