West Paces Advisors’s Cummins CMI Stock Holding History

West Paces Advisors’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	$1.59M	Buy	2,232 +751	+51%	+$495K	0.27%	47
2026 Q1	$797K	Buy	1,481 +171	+13%	+$96.8K	0.15%	73
2025 Q4	$669K	Buy	1,310 +34	+3%	+$15.9K	0.13%	80
2025 Q3	$539K	Sell	1,276 -200	-14%	-$76.7K	0.11%	87
2025 Q2	$483K	Buy	1,476 +91	+7%	+$28.2K	0.1%	91
2025 Q1	$434K	Hold	1,385	–	–	0.1%	94
2024 Q4	$483K	Hold	1,385	–	–	0.12%	83
2024 Q3	$448K	Buy	1,385 +1,335	+2,670%	+$395K	0.11%	94
2024 Q2	$13.8K	Hold	50	–	–	﹤0.01%	318
2024 Q1	$14.7K	Sell	50 -18	-26%	-$4.64K	﹤0.01%	333
2023 Q4	$16.3K	Hold	68	–	–	﹤0.01%	320
2023 Q3	$15.5K	Hold	68	–	–	﹤0.01%	314
2023 Q2	$16.7K	Hold	68	–	–	﹤0.01%	324
2023 Q1	$16.2K	Hold	68	–	–	0.01%	326
2022 Q4	$16.5K	Hold	68	–	–	0.01%	307
2022 Q3	$13.8K	Hold	68	–	–	﹤0.01%	313
2022 Q2	$13.2K	Hold	68	–	–	﹤0.01%	339
2022 Q1	$13.9K	Hold	68	–	–	﹤0.01%	347
2021 Q4	$14.8K	Sell	68 -28	-29%	-$6.38K	﹤0.01%	343
2021 Q3	$21.6K	Hold	96	–	–	0.01%	281
2021 Q2	$23.4K	Hold	96	–	–	0.01%	274
2021 Q1	$24.9K	Hold	96	–	–	0.01%	247
2020 Q4	$21.8K	Hold	96	–	–	0.01%	246
2020 Q3	$20.3K	Hold	96	–	–	0.01%	244
2020 Q2	$16.6K	Hold	96	–	–	0.01%	261
2020 Q1	$13K	Hold	96	–	–	0.01%	279
2019 Q4	$17.2K	Hold	96	–	–	0.01%	297
2019 Q3	$15.6K	Hold	96	–	–	0.01%	278
2019 Q2	$16.4K	Hold	96	–	–	0.01%	269
2019 Q1	$15.2K	Hold	96	–	–	0.01%	275
2018 Q4	$12.8K	Hold	96	–	–	0.01%	289
2018 Q3	$14K	Hold	96	–	–	0.01%	293
2018 Q2	$12.8K	Hold	96	–	–	0.01%	300
2018 Q1	$15.6K	Hold	96	–	–	0.01%	273
2017 Q4	$17K	Sell	96 -20	-17%	-$3.42K	0.01%	281
2017 Q3	$19.5K	Hold	116	–	–	0.01%	263
2017 Q2	$18.8K	Hold	116	–	–	0.01%	259
2017 Q1	$17.5K	Hold	116	–	–	0.01%	265
2016 Q4	$15.9K	Buy	+116	New	+$15.5K	0.01%	277

Other funds holding CMI

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 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) 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

West Paces Advisors's CMI Position: Q2 2026 in Review

West Paces Advisors increased its Cummins (CMI) stake by 51% in Q2 2026, buying an estimated $495K and bringing the position to 2,232 shares worth $1.59M. The position accounts for 0.27% of the portfolio, ranked #47.

West Paces Advisors first reported a position in CMI in Q4 2016 and has held it in 39 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

West Paces Advisors held 2,232 shares of Cummins worth $1.59M as of Q2 2026.
West Paces Advisors bought 751 Cummins shares in Q2 2026, an estimated $495K.
Cummins made up 0.27% of West Paces Advisors's portfolio in Q2 2026, its #47 holding.
West Paces Advisors first reported a position in Cummins in Q4 2016 and has held it in 39 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.