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Yousif Capital Management’s Cummins CMI Stock Holding History

Yousif 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 		$10.6M Sell
14,812
-1,118
-7% -$737K 0.12% 145
2026
Q1 		$8.57M Sell
15,930
-728
-4% -$412K 0.1% 186
2025
Q4 		$9.42M Sell
16,658
-1,769
-10% -$827K 0.1% 172
2025
Q3 		$7.78M Sell
18,427
-1,265
-6% -$485K 0.08% 217
2025
Q2 		$6.45M Sell
19,692
-242
-1% -$74.9K 0.07% 261
2025
Q1 		$6.25M Sell
19,934
-601
-3% -$212K 0.07% 257
2024
Q4 		$7.16M Buy
20,535
+548
+3% +$193K 0.08% 224
2024
Q3 		$6.47M Sell
19,987
-240
-1% -$71.1K 0.07% 261
2024
Q2 		$5.6M Sell
20,227
-590
-3% -$169K 0.06% 287
2024
Q1 		$6.13M Sell
20,817
-480
-2% -$124K 0.07% 283
2023
Q4 		$5.1M Sell
21,297
-712
-3% -$162K 0.06% 322
2023
Q3 		$5.03M Sell
22,009
-642
-3% -$155K 0.06% 310
2023
Q2 		$5.55M Buy
22,651
+238
+1% +$53.9K 0.07% 279
2023
Q1 		$5.35M Sell
22,413
-1,454
-6% -$355K 0.07% 282
2022
Q4 		$5.78M Buy
23,867
+340
+1% +$80.9K 0.08% 264
2022
Q3 		$4.79M Sell
23,527
-89
-0.4% -$18.9K 0.07% 289
2022
Q2 		$4.57M Sell
23,616
-660
-3% -$132K 0.06% 320
2022
Q1 		$4.98M Buy
24,276
+675
+3% +$146K 0.05% 356
2021
Q4 		$5.15M Buy
+23,601
New +$5.38M 0.05% 378

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

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

Yousif Capital Management reduced its Cummins (CMI) stake by 7% in Q2 2026, selling an estimated $737K and leaving 14,812 shares worth $10.6M. The position accounts for 0.12% of the portfolio, ranked #145.

Yousif Capital Management first reported a position in CMI in Q4 2021 and has held it in 19 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Yousif Capital Management held 14,812 shares of Cummins worth $10.6M as of Q2 2026.
  • Yousif Capital Management sold 1,118 Cummins shares in Q2 2026, an estimated $737K.
  • Cummins made up 0.12% of Yousif Capital Management's portfolio in Q2 2026, its #145 holding.
  • Yousif Capital Management first reported a position in Cummins in Q4 2021 and has held it in 19 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.