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Wedmont Private Capital’s Cummins CMI Stock Holding History

Wedmont Private Capital’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 		$1.2M Buy
1,772
+74
+4% +$48.8K 0.03% 303
2026
Q1 		$1.01M Buy
1,698
+136
+9% +$77K 0.03% 313
2025
Q4 		$842K Sell
1,562
-28
-2% -$13.1K 0.03% 331
2025
Q3 		$690K Buy
1,590
+49
+3% +$18.8K 0.03% 356
2025
Q2 		$515K Buy
1,541
+141
+10% +$43.6K 0.02% 417
2025
Q1 		$400K Buy
1,400
+47
+3% +$16.6K 0.02% 439
2024
Q4 		$480K Buy
1,353
+23
+2% +$8.08K 0.03% 386
2024
Q3 		$441K Buy
1,330
+102
+8% +$30.2K 0.03% 398
2024
Q2 		$350K Buy
1,228
+94
+8% +$26.9K 0.02% 446
2024
Q1 		$342K Buy
1,134
+123
+12% +$31.7K 0.03% 418
2023
Q4 		$244K Buy
+1,011
New +$230K 0.02% 480
2023
Q2 		– Sell
-938
Closed -$212K – 502
2023
Q1 		$212K Sell
938
-10
-1% -$2.44K 0.03% 431
2022
Q4 		$231K Buy
+948
New +$225K 0.03% 401

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

Wedmont Private Capital's CMI Position: Q2 2026 in Review

Wedmont Private Capital increased its Cummins (CMI) stake by 4.4% in Q2 2026, buying an estimated $48.8K and bringing the position to 1,772 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #303.

Wedmont Private Capital first reported a position in CMI in Q4 2022 and has held it in 13 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Wedmont Private Capital held 1,772 shares of Cummins worth $1.2M as of Q2 2026.
  • Wedmont Private Capital bought 74 Cummins shares in Q2 2026, an estimated $48.8K.
  • Cummins made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #303 holding.
  • Wedmont Private Capital first reported a position in Cummins in Q4 2022 and has held it in 13 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.