WCM
CMI icon

Wedge Capital Management’s Cummins CMI Stock Holding History

Wedge Capital 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 		$14M Sell
19,656
-1,802
-8% -$1.19M 0.23% 116
2026
Q1 		$11.5M Sell
21,458
-1,079
-5% -$611K 0.21% 133
2025
Q4 		$11.5M Sell
22,537
-8,021
-26% -$3.75M 0.21% 122
2025
Q3 		$12.9M Sell
30,558
-1,022
-3% -$392K 0.22% 124
2025
Q2 		$10.3M Buy
31,580
+1,382
+5% +$428K 0.18% 145
2025
Q1 		$9.47M Sell
30,198
-1,290
-4% -$454K 0.18% 154
2024
Q4 		$11M Sell
31,488
-8,633
-22% -$3.03M 0.2% 136
2024
Q3 		$13M Sell
40,121
-5,688
-12% -$1.68M 0.22% 126
2024
Q2 		$12.7M Sell
45,809
-3,540
-7% -$1.01M 0.22% 116
2024
Q1 		$14.5M Sell
49,349
-1,244
-2% -$321K 0.24% 107
2023
Q4 		$12.1M Sell
50,593
-3,465
-6% -$788K 0.22% 128
2023
Q3 		$12.4M Sell
54,058
-3,539
-6% -$855K 0.24% 131
2023
Q2 		$14.1M Sell
57,597
-844
-1% -$191K 0.22% 141
2023
Q1 		$14M Sell
58,441
-4,780
-8% -$1.17M 0.24% 150
2022
Q4 		$15.3M Sell
63,221
-5,708
-8% -$1.36M 0.25% 147
2022
Q3 		$14M Sell
68,929
-4,521
-6% -$962K 0.24% 152
2022
Q2 		$14.2M Sell
73,450
-2,676
-4% -$535K 0.23% 167
2022
Q1 		$15.6M Sell
76,126
-2,659
-3% -$575K 0.21% 187
2021
Q4 		$17.2M Buy
78,785
+183
+0.2% +$41.7K 0.21% 174
2021
Q3 		$17.7M Buy
78,602
+4,968
+7% +$1.16M 0.23% 168
2021
Q2 		$18M Buy
73,634
+432
+0.6% +$110K 0.22% 173
2021
Q1 		$19M Sell
73,202
-2,009
-3% -$502K 0.23% 168
2020
Q4 		$17.1M Buy
75,211
+1,929
+3% +$433K 0.2% 176
2020
Q3 		$15.5M Sell
73,282
-7,141
-9% -$1.42M 0.21% 166
2020
Q2 		$13.9M Buy
80,423
+2,752
+4% +$440K 0.19% 161
2020
Q1 		$10.5M Sell
77,671
-4,360
-5% -$680K 0.18% 159
2019
Q4 		$14.7M Sell
82,031
-1,189
-1% -$209K 0.16% 184
2019
Q3 		$13.5M Sell
83,220
-803
-1% -$128K 0.16% 182
2019
Q2 		$14.4M Sell
84,023
-6,026
-7% -$987K 0.16% 159
2019
Q1 		$14.2M Sell
90,049
-8,627
-9% -$1.29M 0.16% 161
2018
Q4 		$13.2M Sell
98,676
-19,212
-16% -$2.71M 0.16% 174
2018
Q3 		$17.2M Buy
117,888
+1,729
+1% +$243K 0.16% 175
2018
Q2 		$15.4M Buy
116,159
+12,445
+12% +$1.86M 0.15% 192
2018
Q1 		$16.8M Sell
103,714
-6,408
-6% -$1.1M 0.16% 163
2017
Q4 		$19.5M Sell
110,122
-11,400
-9% -$1.95M 0.17% 163
2017
Q3 		$20.4M Sell
121,522
-32,059
-21% -$5.19M 0.19% 151
2017
Q2 		$24.9M Sell
153,581
-7,666
-5% -$1.19M 0.24% 137
2017
Q1 		$24.4M Sell
161,247
-11,388
-7% -$1.69M 0.23% 129
2016
Q4 		$23.6M Sell
172,635
-4,482
-3% -$600K 0.23% 143
2016
Q3 		$22.7M Sell
177,117
-5,334
-3% -$647K 0.23% 132
2016
Q2 		$20.5M Sell
182,451
-37,471
-17% -$4.24M 0.21% 137
2016
Q1 		$24.2M Sell
219,922
-43,312
-16% -$4.19M 0.25% 122
2015
Q4 		$23.2M Buy
263,234
+52,550
+25% +$5.25M 0.24% 146
2015
Q3 		$22.9M Sell
210,684
-100,150
-32% -$12.4M 0.24% 143
2015
Q2 		$40.8M Sell
310,834
-10,000
-3% -$1.38M 0.4% 93
2015
Q1 		$44.5M Buy
320,834
+9,460
+3% +$1.33M 0.45% 93
2014
Q4 		$44.9M Sell
311,374
-59,800
-16% -$8.46M 0.45% 82
2014
Q3 		$49M Buy
371,174
+127,760
+52% +$18.4M 0.52% 56
2014
Q2 		$37.6M Sell
243,414
-3,675
-1% -$556K 0.38% 86
2014
Q1 		$36.8M Sell
247,089
-21,575
-8% -$3M 0.39% 86
2013
Q4 		$37.9M Sell
268,664
-14,625
-5% -$1.94M 0.4% 87
2013
Q3 		$37.6M Sell
283,289
-11,215
-4% -$1.38M 0.43% 91
2013
Q2 		$31.9M Buy
+294,504
New +$33.4M 0.38% 103

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

Wedge Capital Management's CMI Position: Q2 2026 in Review

Wedge Capital Management reduced its Cummins (CMI) stake by 8.4% in Q2 2026, selling an estimated $1.19M and leaving 19,656 shares worth $14M. The position accounts for 0.23% of the portfolio, ranked #116.

Wedge Capital Management first reported a position in CMI in Q2 2013 and has held it in 53 quarters since. The position peaked at $49M in Q3 2014. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Wedge Capital Management held 19,656 shares of Cummins worth $14M as of Q2 2026.
  • Wedge Capital Management sold 1,802 Cummins shares in Q2 2026, an estimated $1.19M.
  • Cummins made up 0.23% of Wedge Capital Management's portfolio in Q2 2026, its #116 holding.
  • Wedge Capital Management first reported a position in Cummins in Q2 2013 and has held it in 53 quarters since.
  • Wedge Capital Management's Cummins position peaked at $49M in Q3 2014.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.