Williams Jones Wealth Management’s Cummins CMI Stock Holding History

Williams Jones Wealth 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	$263K	Buy	+369	New	+$243K	﹤0.01%	467

Other funds holding CMI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Williams Jones Wealth Management's CMI Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Cummins (CMI) in Q2 2026: 369 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

1,143 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Williams Jones Wealth Management held 369 shares of Cummins worth $263K as of Q2 2026.
Cummins was a new Williams Jones Wealth Management position in Q2 2026.
Cummins made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #467 holding.
1,143 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.