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Whitener Capital Management’s Cummins CMI Stock Holding History

Whitener 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 		$3.27M Sell
4,582
-617
-12% -$407K 0.69% 34
2026
Q1 		$2.8M Buy
5,199
+39
+0.8% +$22.1K 0.64% 37
2025
Q4 		$2.63M Buy
5,160
+101
+2% +$47.2K 0.6% 40
2025
Q3 		$2.14M Buy
5,059
+42
+0.8% +$16.1K 0.51% 42
2025
Q2 		$1.64M Buy
5,017
+239
+5% +$74K 0.44% 53
2025
Q1 		$1.5M Buy
4,778
+1
+0% +$352 0.42% 54
2024
Q4 		$1.67M Sell
4,777
-142
-3% -$49.9K 0.47% 48
2024
Q3 		$1.59M Buy
4,919
+288
+6% +$85.3K 0.45% 53
2024
Q2 		$1.28M Buy
4,631
+305
+7% +$87.2K 0.39% 56
2024
Q1 		$1.27M Buy
4,326
+162
+4% +$41.7K 0.42% 53
2023
Q4 		$998K Sell
4,164
-267
-6% -$60.7K 0.36% 58
2023
Q3 		$1.01M Sell
4,431
-50
-1% -$12.1K 0.41% 55
2023
Q2 		$1.1M Buy
4,481
+156
+4% +$35.3K 0.42% 54
2023
Q1 		$1.03M Buy
4,325
+120
+3% +$29.3K 0.43% 55
2022
Q4 		$1.02M Buy
4,205
+335
+9% +$79.7K 0.45% 55
2022
Q3 		$787K Sell
3,870
-5
-0.1% -$1.06K 0.37% 62
2022
Q2 		$749K Buy
3,875
+110
+3% +$22K 0.34% 64
2022
Q1 		$772K Buy
3,765
+145
+4% +$31.4K 0.29% 76
2021
Q4 		$789K Buy
3,620
+1,186
+49% +$270K 0.28% 72
2021
Q3 		$552K Sell
2,434
-536
-18% -$126K 0.25% 77
2021
Q2 		$724K Buy
2,970
+86
+3% +$22K 0.29% 75
2021
Q1 		$747K Buy
2,884
+450
+18% +$112K 0.32% 74
2020
Q4 		$552K Buy
2,434
+209
+9% +$46.9K 0.25% 78
2020
Q3 		$469K Buy
2,225
+575
+35% +$115K 0.23% 78
2020
Q2 		$285K Buy
1,650
+100
+6% +$16K 0.15% 102
2020
Q1 		$209K Sell
1,550
-1,300
-46% -$203K 0.14% 108
2019
Q4 		$510K Hold
2,850
– – 0.26% 83
2019
Q3 		$463K Hold
2,850
– – 0.25% 79
2019
Q2 		$488K Buy
2,850
+50
+2% +$8.19K 0.28% 78
2019
Q1 		$442K Buy
2,800
+75
+3% +$11.3K 0.29% 79
2018
Q4 		$364K Hold
2,725
– – 0.27% 87
2018
Q3 		$398K Hold
2,725
– – 0.26% 90
2018
Q2 		$362K Hold
2,725
– – 0.28% 88
2018
Q1 		$441K Buy
2,725
+900
+49% +$155K 0.34% 75
2017
Q4 		$322K Buy
+1,825
New +$312K 0.28% 85

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

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

Whitener Capital Management reduced its Cummins (CMI) stake by 12% in Q2 2026, selling an estimated $407K and leaving 4,582 shares worth $3.27M. The position accounts for 0.69% of the portfolio, ranked #34.

Whitener Capital Management first reported a position in CMI in Q4 2017 and has held it in 35 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Whitener Capital Management held 4,582 shares of Cummins worth $3.27M as of Q2 2026.
  • Whitener Capital Management sold 617 Cummins shares in Q2 2026, an estimated $407K.
  • Cummins made up 0.69% of Whitener Capital Management's portfolio in Q2 2026, its #34 holding.
  • Whitener Capital Management first reported a position in Cummins in Q4 2017 and has held it in 35 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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