Weatherly Asset Management’s Cummins CMI Stock Holding History

Weatherly Asset Management’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	$243K	Buy	+341	New	+$225K	0.02%	178

Other funds holding CMI

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Weatherly Asset Management's CMI Position: Q2 2026 in Review

Weatherly Asset Management opened a new position in Cummins (CMI) in Q2 2026: 341 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings.

872 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Weatherly Asset Management held 341 shares of Cummins worth $243K as of Q2 2026.
Cummins was a new Weatherly Asset Management position in Q2 2026.
Cummins made up 0.02% of Weatherly Asset Management's portfolio in Q2 2026, its #178 holding.
872 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.