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Westmount Partners’s Cummins CMI Stock Holding History

Westmount Partners’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 		– Sell
-459
Closed -$247K – 279
2026
Q1 		$247K Buy
+459
New +$260K 0.06% 231

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

Westmount Partners's CMI Position: Q2 2026 in Review

Westmount Partners sold out of Cummins (CMI) in Q2 2026, closing a stake of 459 shares — an estimated $247K sold.

Westmount Partners first reported a position in CMI in Q1 2026 and held it in 1 quarter. The position peaked at $247K in Q1 2026. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Westmount Partners reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Westmount Partners sold 459 Cummins shares in Q2 2026, an estimated $247K.
  • Westmount Partners first reported a position in Cummins in Q1 2026 and held it in 1 quarter.
  • Westmount Partners's Cummins position peaked at $247K in Q1 2026.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.