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Allen Mooney & Barnes Investment Advisors’s Cummins CMI Stock Holding History

Allen Mooney & Barnes 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
Q3 		$14.9M Buy
28,916
+877
+3% +$529K 2.22% 19
2026
Q2 		$20M Sell
28,039
-1,502
-5% -$990K 3.04% 5
2026
Q1 		$15.9M Sell
29,541
-9,589
-25% -$5.43M 2.29% 13
2025
Q4 		$20M Buy
39,130
+85
+0.2% +$39.7K 3.01% 5
2025
Q3 		$16.5M Buy
39,045
+628
+2% +$241K 2.57% 11
2025
Q2 		$12.6M Buy
38,417
+629
+2% +$195K 2.07% 19
2025
Q1 		$11.8M Buy
37,788
+485
+1% +$171K 1.93% 22
2024
Q4 		$13M Sell
37,303
-1,040
-3% -$365K 2.19% 14
2024
Q3 		$12.4M Sell
38,343
-1,368
-3% -$405K 2.11% 15
2024
Q2 		$11M Sell
39,711
-71
-0.2% -$20.3K 1.97% 19
2024
Q1 		$12M Sell
39,782
-284
-0.7% -$73.2K 2.31% 13
2023
Q4 		$9.6M Buy
40,066
+462
+1% +$105K 1.83% 23
2023
Q3 		$9.05M Buy
39,604
+2,095
+6% +$506K 1.93% 24
2023
Q2 		$9.2M Buy
37,509
+606
+2% +$137K 2.04% 18
2023
Q1 		$8.82M Buy
36,903
+938
+3% +$229K 2.11% 18
2022
Q4 		$8.71M Buy
35,965
+799
+2% +$190K 2.09% 19
2022
Q3 		$7.16M Buy
35,166
+399
+1% +$84.9K 1.91% 23
2022
Q2 		$6.73M Buy
34,767
+2,853
+9% +$570K 1.72% 23
2022
Q1 		$6.55M Buy
+31,914
New +$6.9M 1.45% 30

Other funds holding CMI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's CMI Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Cummins (CMI) stake by 3.1% in Q3 2026, buying an estimated $529K and bringing the position to 28,916 shares worth $14.9M. The position accounts for 2.22% of the portfolio, ranked #19.

Allen Mooney & Barnes Investment Advisors first reported a position in CMI in Q1 2022 and has held it in 19 quarters since. The position peaked at $20M in Q2 2026. 62 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 28,916 shares of Cummins worth $14.9M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 877 Cummins shares in Q3 2026, an estimated $529K.
  • Cummins made up 2.22% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #19 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Cummins in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Cummins position peaked at $20M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.