Winthrop Partners - WNY’s Cummins CMI Stock Holding History

Winthrop Partners - WNY’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	$574K	Buy	805 +46	+6%	+$30.3K	0.28%	61
2026 Q1	$408K	Buy	759 +45	+6%	+$25.5K	0.22%	71
2025 Q4	$364K	Buy	+714	New	+$334K	0.2%	69
2019 Q3	$48.8K	Hold	300	–	–	0.03%	180
2019 Q2	$51.4K	Hold	300	–	–	0.04%	151
2019 Q1	$48.7K	Hold	300	–	–	0.04%	152
2018 Q4	$40.1K	Hold	300	–	–	0.04%	154
2018 Q3	$43.8K	Hold	300	–	–	0.04%	180
2018 Q2	$39.9K	Hold	300	–	–	0.03%	193
2018 Q1	$47K	Buy	+300	New	+$51.6K	0.04%	214

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

Winthrop Partners - WNY's CMI Position: Q2 2026 in Review

Winthrop Partners - WNY increased its Cummins (CMI) stake by 6.1% in Q2 2026, buying an estimated $30.3K and bringing the position to 805 shares worth $574K. The position accounts for 0.28% of the portfolio, ranked #61.

Winthrop Partners - WNY first reported a position in CMI in Q1 2018 and has held it in 10 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Winthrop Partners - WNY held 805 shares of Cummins worth $574K as of Q2 2026.
Winthrop Partners - WNY bought 46 Cummins shares in Q2 2026, an estimated $30.3K.
Cummins made up 0.28% of Winthrop Partners - WNY's portfolio in Q2 2026, its #61 holding.
Winthrop Partners - WNY first reported a position in Cummins in Q1 2018 and has held it in 10 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.