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YHB Investment Advisors’s Cummins CMI Stock Holding History

YHB Investment 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 		$11.1M Sell
15,590
-398
-2% -$262K 0.71% 37
2026
Q1 		$8.6M Sell
15,988
-425
-3% -$241K 0.62% 43
2025
Q4 		$8.38M Sell
16,413
-57
-0.3% -$26.6K 0.58% 45
2025
Q3 		$6.96M Sell
16,470
-170
-1% -$65.2K 0.51% 53
2025
Q2 		$5.45M Sell
16,640
-190
-1% -$58.8K 0.42% 63
2025
Q1 		$5.28M Buy
16,830
+66
+0.4% +$23.3K 0.44% 61
2024
Q4 		$5.84M Sell
16,764
-54
-0.3% -$19K 0.48% 52
2024
Q3 		$5.45M Sell
16,818
-459
-3% -$136K 0.45% 54
2024
Q2 		$4.78M Buy
17,277
+78
+0.5% +$22.3K 0.41% 60
2024
Q1 		$5.07M Sell
17,199
-407
-2% -$105K 0.45% 58
2023
Q4 		$4.22M Sell
17,606
-637
-3% -$145K 0.41% 67
2023
Q3 		$4.17M Buy
18,243
+21
+0.1% +$5.07K 0.38% 72
2023
Q2 		$4.47M Buy
18,222
+382
+2% +$86.5K 0.42% 66
2023
Q1 		$4.26M Buy
17,840
+283
+2% +$69.1K 0.43% 66
2022
Q4 		$4.25M Sell
17,557
-207
-1% -$49.2K 0.45% 58
2022
Q3 		$3.62M Sell
17,764
-17
-0.1% -$3.62K 0.4% 67
2022
Q2 		$3.44M Buy
17,781
+6
+0% +$1.2K 0.36% 76
2022
Q1 		$3.65M Buy
17,775
+764
+4% +$165K 0.32% 83
2021
Q4 		$3.71M Buy
17,011
+395
+2% +$90K 0.29% 88
2021
Q3 		$3.73M Buy
16,616
+151
+0.9% +$35.4K 0.32% 86
2021
Q2 		$4.01M Buy
16,465
+201
+1% +$51.4K 0.34% 80
2021
Q1 		$4.3M Buy
16,264
+138
+0.9% +$34.5K 0.37% 73
2020
Q4 		$3.66M Sell
16,126
-138
-0.8% -$31K 0.35% 74
2020
Q3 		$3.43M Sell
16,264
-165
-1% -$32.9K 0.37% 70
2020
Q2 		$2.85M Sell
16,429
-43
-0.3% -$6.87K 0.41% 63
2020
Q1 		$2.23M Buy
16,472
+925
+6% +$144K 0.38% 70
2019
Q4 		$2.78M Sell
15,547
-509
-3% -$89.6K 0.4% 71
2019
Q3 		$2.61M Buy
16,056
+688
+4% +$110K 0.4% 73
2019
Q2 		$2.63M Sell
15,368
-295
-2% -$48.3K 0.42% 69
2019
Q1 		$2.47M Buy
15,663
+10
+0.1% +$1.5K 0.39% 74
2018
Q4 		$2.09M Buy
15,653
+155
+1% +$21.9K 0.37% 75
2018
Q3 		$2.26M Buy
15,498
+6,272
+68% +$883K 0.34% 82
2018
Q2 		$1.23M Buy
9,226
+138
+2% +$20.7K 0.2% 110
2018
Q1 		$1.47M Buy
9,088
+799
+10% +$137K 0.25% 98
2017
Q4 		$1.46M Buy
8,289
+25
+0.3% +$4.28K 0.25% 96
2017
Q3 		$1.39M Buy
8,264
+146
+2% +$23.6K 0.25% 99
2017
Q2 		$1.32M Sell
8,118
-117
-1% -$18.2K 0.23% 96
2017
Q1 		$1.24M Sell
8,235
-35
-0.4% -$5.18K 0.24% 96
2016
Q4 		$1.13M Buy
8,270
+440
+6% +$58.9K 0.24% 96
2016
Q3 		$1M Sell
7,830
-340
-4% -$41.3K 0.24% 97
2016
Q2 		$919K Buy
8,170
+155
+2% +$17.6K 0.2% 102
2016
Q1 		$881K Buy
+8,015
New +$775K 0.24% 92
2015
Q4 		– Sell
-2,245
Closed -$244K – 161
2015
Q3 		$244K Buy
2,245
+175
+8% +$21.6K 0.06% 143
2015
Q2 		$272K Buy
2,070
+110
+6% +$15.1K 0.06% 146
2015
Q1 		$272K Buy
1,960
+285
+17% +$40.2K 0.06% 144
2014
Q4 		$241K Buy
+1,675
New +$237K 0.06% 149

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

YHB Investment Advisors's CMI Position: Q2 2026 in Review

YHB Investment Advisors reduced its Cummins (CMI) stake by 2.5% in Q2 2026, selling an estimated $262K and leaving 15,590 shares worth $11.1M. The position accounts for 0.71% of the portfolio, ranked #37.

YHB Investment Advisors first reported a position in CMI in Q4 2014 and has held it in 46 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • YHB Investment Advisors held 15,590 shares of Cummins worth $11.1M as of Q2 2026.
  • YHB Investment Advisors sold 398 Cummins shares in Q2 2026, an estimated $262K.
  • Cummins made up 0.71% of YHB Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • YHB Investment Advisors first reported a position in Cummins in Q4 2014 and has held it in 46 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.