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Armstrong Advisory Group’s Cummins CMI Stock Holding History

Armstrong Advisory Group’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 		$250K Sell
483
-30
-6% -$18.1K 0.02% 219
2026
Q2 		$366K Sell
513
-66
-11% -$43.5K 0.02% 187
2026
Q1 		$311K Buy
579
+18
+3% +$10.2K 0.02% 188
2025
Q4 		$286K Sell
561
-15
-3% -$7.01K 0.02% 186
2025
Q3 		$243K Buy
576
+36
+7% +$13.8K 0.02% 191
2025
Q2 		$177K Sell
540
-26
-5% -$8.05K 0.01% 220
2025
Q1 		$197K Hold
566
– – 0.02% 194
2024
Q4 		$197K Buy
566
+200
+55% +$70.3K 0.02% 194
2024
Q3 		$119K Sell
366
-12
-3% -$3.56K 0.01% 251
2024
Q2 		$105K Buy
378
+12
+3% +$3.43K 0.01% 252
2024
Q1 		$87.6K Hold
366
– – 0.01% 272
2023
Q4 		$87.6K Hold
366
– – 0.01% 272
2023
Q3 		$83.5K Buy
366
+1
+0.3% +$241 0.01% 264
2023
Q2 		$89.6K Hold
365
– – 0.01% 261
2023
Q1 		$87.2K Hold
365
– – 0.01% 256
2022
Q4 		$88.4K Buy
+365
New +$86.8K 0.01% 250

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
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 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

Armstrong Advisory Group's CMI Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Cummins (CMI) stake by 5.8% in Q3 2026, selling an estimated $18.1K and leaving 483 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #219.

Armstrong Advisory Group first reported a position in CMI in Q4 2022 and has held it in 16 quarters since. The position peaked at $366K in Q2 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Armstrong Advisory Group held 483 shares of Cummins worth $250K as of Q3 2026.
  • Armstrong Advisory Group sold 30 Cummins shares in Q3 2026, an estimated $18.1K.
  • Cummins made up 0.02% of Armstrong Advisory Group's portfolio in Q3 2026, its #219 holding.
  • Armstrong Advisory Group first reported a position in Cummins in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Cummins position peaked at $366K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.