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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Allen Mooney & Barnes Investment Advisors's CMI Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Cummins (CMI) stake by 5.1% in Q2 2026, selling an estimated $990K and leaving 28,039 shares worth $20M. The position accounts for 3.04% of the portfolio, ranked #5.

Allen Mooney & Barnes Investment Advisors first reported a position in CMI in Q1 2022 and has held it in 18 quarters since. 1,067 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 28,039 shares of Cummins worth $20M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 1,502 Cummins shares in Q2 2026, an estimated $990K.
  • Cummins made up 3.04% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Cummins in Q1 2022 and has held it in 18 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.