Question 1

Does O'Shaughnessy Asset Management own CMI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, O'Shaughnessy Asset Management holds 49,440 shares of CMI (Cummins), worth $35.3M.

Question 2

How many shares of CMI does O'Shaughnessy Asset Management own?

Accepted Answer

As of its Q2 2026 13F, O'Shaughnessy Asset Management holds 49,440 shares of CMI (Cummins).

Question 3

What is O'Shaughnessy Asset Management's CMI position worth?

Accepted Answer

As of its Q2 2026 13F, O'Shaughnessy Asset Management's CMI position is worth $35.3M.

Question 4

Is O'Shaughnessy Asset Management buying or selling CMI?

Accepted Answer

In Q2 2026, O'Shaughnessy Asset Management reduced its CMI position by 663 shares (-1.3%).

Question 5

When did O'Shaughnessy Asset Management first buy CMI?

Accepted Answer

O'Shaughnessy Asset Management already held CMI in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	49,440	-1.3%	$35.3M	0.2%	$713.21	0
2026-Q1	Increased	50,103	+17.4%	$27M	0.1%	$536.34	40
2025-Q4	Increased	42,679	+6.8%	$21.8M	0.1%	$507.15	36
2025-Q3	Increased	39,963	+8.2%	$16.9M	0.1%	$417.83	31
2025-Q2	Decreased	36,931	-2.1%	$12.1M	0.1%	$322.34	0
2025-Q1	Decreased	37,722	-5.5%	$11.8M	0.1%	$306.75	0
2024-Q4	Increased	39,924	+5.4%	$13.9M	0.1%	$339.55	35
2024-Q3	Increased	37,878	+7.3%	$12.8M	0.1%	$313.83	36
2024-Q2	Increased	35,316	+11.2%	$9.8M	0.1%	$266.81	37
2024-Q1	Increased	31,769	+17.6%	$9.4M	0.1%	$282.22	39
2023-Q4	Increased	27,021	+0.2%	$6.5M	0.1%	$228.00	27
2023-Q3	Decreased	26,976	-4.5%	$6.2M	0.1%	$215.80	0
2023-Q2	Decreased	28,259	-5.0%	$6.9M	0.1%	$229.91	0
2023-Q1	Decreased	29,758	-10.9%	$7.1M	0.1%	$222.39	0
2022-Q4	Decreased	33,415	-61.1%	$8.1M	0.1%	$224.15	0
2022-Q3	Decreased	85,803	-9.7%	$17.5M	0.3%	$187.09	0
2022-Q2	Increased	95,046	+2.9%	$18.4M	0.3%	$176.70	35
2022-Q1	Decreased	92,353	-34.4%	$18.9M	0.3%	$185.94	0
2021-Q4	Decreased	140,787	-44.5%	$30.7M	0.5%	$196.47	0
2021-Q3	Decreased	253,686	-10.2%	$57M	1.2%	$200.99	0
2021-Q2	Decreased	282,504	-8.5%	$68.9M	1.4%	$216.87	0
2021-Q1	Decreased	308,855	-1.8%	$80M	1.8%	$229.27	0
2020-Q4	Increased	314,342	+10.2%	$71.4M	1.9%	$199.83	52
2020-Q3	Increased	285,175	+35.8%	$60.2M	1.8%	$184.73	60
2020-Q2	Increased	210,015	+106.3%	$36.4M	1.1%	$150.63	74
2020-Q1	Increased	101,803	+68.1%	$13.8M	0.5%	$116.69	49
2019-Q4	Increased	60,566	+50.5%	$10.8M	0.2%	$153.12	46
2019-Q3	Increased	40,247	+163.6%	$6.5M	0.2%	$138.19	53
2019-Q2	Increased	15,267	+42.6%	$2.6M	0.1%	$143.74	35
2019-Q1	First report	10,709	-	$1.7M	0.0%	$131.52	0

CMI30 quarters

CMI
30 quarters