HM PAYSON & CO CMI — CUMMINS INC COM

Ownership history in HM PAYSON & CO  ·  66 quarters on record

AI Ownership Summary

HM PAYSON & CO reported CUMMINS INC COM (CMI) in 66 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.55% in 2026 Q2. The latest visible filing shows CMI at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HM PAYSON & CO's position in CUMMINS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CMI was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMI stock page HM PAYSON & CO fund profile HM PAYSON & CO full holdings
How HM PAYSON & CO held CMI — position size vs. price
% of Fund (quarterly)    CMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 58,256 -1,706 -2.8% 0.55% $41.5M 2026-07-17 $648.48
2026 Q1 REDUCED — — — 59,962 -297 -0.5% 0.47% $32.3M 2026-04-13 $616.34
2025 Q4 UNCHANGED — — — 60,259 — 0% 0.43% $30.8M 2026-02-12 $584.98
2025 Q3 REDUCED — — — 60,259 -2,617 -4.2% 0.37% $25.5M 2025-10-17 $407.41
2025 Q1 ADDED — — — 62,876 +646 +1.0% 0.35% $19.7M 2025-04-29 $286.91
2024 Q4 ADDED — — — 62,230 +98 +0.2% 0.37% $21.7M 2025-02-07 $362.21
2024 Q3 REDUCED — — — 62,132 -557 -0.9% 0.34% $20.1M 2024-10-28 $324.36
2024 Q2 REDUCED — — — 62,689 -588 -0.9% 0.32% $17.4M 2024-08-13 $281.08
2024 Q1 REDUCED — — — 63,277 -2,523 -3.8% 0.35% $18.6M 2024-06-20 $268.14
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMI

As of 2026 Q2 — sorted by position size

CINCINNATI CASUALTY CO 3Y 7Y 17.41% Two Point Capital Management, Inc. 3Y 7.92% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 6.96% Hamlin Capital Management, LLC 3Y 7Y 6.16% Outlook Capital Management, LLC 4.93% Orion Investment Co 4.73% CINCINNATI INSURANCE CO 3Y 7Y 4.4% Eldred Rock Partners, LLC 4.11% Westhampton Capital, LLC 3Y 4.03% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 3.82%

FAQ About HM PAYSON & CO and CMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has HM PAYSON & CO reported owning CMI?

HM PAYSON & CO reported CMI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CMI position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for CMI was 0.55% in 2026 Q2.

What is the latest reported CMI position on this page?

The most recent filing on this page is 2026 Q2, when HM PAYSON & CO reported 58,256 shares, equal to 0.55% of portfolio, with an estimated market value of $41.5M.

What does the chart on this CMI ownership page compare?

The chart compares HM PAYSON & CO's quarterly CMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HM PAYSON & CO time their CMI position?

Based on 13F filing dates vs. subsequent CMI price moves, HM PAYSON & CO correctly timed 20 out of 64 reported position changes (31%). The annualised alpha on CMI relative to SPY over the holding period was +4.6%.

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