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Allied Investment Advisors’s Cummins CMI Stock Holding History

Allied 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 		– Sell
-413
Closed -$295K – 114
2026
Q2 		$295K Hold
413
– – 0.04% 89
2026
Q1 		$222K Hold
413
– – 0.03% 94
2025
Q4 		$211K Buy
+413
New +$193K 0.03% 97

Other funds holding CMI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FAS
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Allied Investment Advisors's CMI Position: Q3 2026 in Review

Allied Investment Advisors sold out of Cummins (CMI) in Q3 2026, closing a stake of 413 shares — an estimated $295K sold.

Allied Investment Advisors first reported a position in CMI in Q4 2025 and held it in 3 quarters. The position peaked at $295K in Q2 2026. 238 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Allied Investment Advisors reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
  • Allied Investment Advisors sold 413 Cummins shares in Q3 2026, an estimated $295K.
  • Allied Investment Advisors first reported a position in Cummins in Q4 2025 and held it in 3 quarters.
  • Allied Investment Advisors's Cummins position peaked at $295K in Q2 2026.
  • 238 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.