Aull & Monroe Investment Management’s Cummins CMI Stock Holding History

Aull & Monroe Investment Management’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	$6.83M	Sell	9,579 -26	-0.3%	-$17.1K	2.86%	8
2026 Q1	$5.17M	Sell	9,605 -32	-0.3%	-$18.1K	2.4%	11
2025 Q4	$4.92M	Sell	9,637 -17	-0.2%	-$7.95K	2.47%	8
2025 Q3	$4.08M	Sell	9,654 -250	-3%	-$95.8K	2.08%	16
2025 Q2	$3.24M	Sell	9,904 -2,205	-18%	-$683K	1.74%	18
2025 Q1	$3.8M	Buy	12,109 +260	+2%	+$91.6K	1.89%	19
2024 Q4	$4.13M	Sell	11,849 -405	-3%	-$142K	2.11%	14
2024 Q3	$3.97M	Sell	12,254 -111	-0.9%	-$32.9K	1.84%	16
2024 Q2	$3.42M	Sell	12,365 -500	-4%	-$143K	1.68%	18
2024 Q1	$3.79M	Sell	12,865 -25	-0.2%	-$6.44K	1.73%	18
2023 Q4	$3.09M	Sell	12,890 -35	-0.3%	-$7.96K	1.52%	23
2023 Q3	$2.95M	Hold	12,925	–	–	1.54%	20
2023 Q2	$3.17M	Hold	12,925	–	–	1.59%	18
2023 Q1	$3.09M	Sell	12,925 -300	-2%	-$73.2K	1.57%	20
2022 Q4	$3.2M	Sell	13,225 -300	-2%	-$71.4K	1.59%	21
2022 Q3	$2.75M	Hold	13,525	–	–	1.51%	22
2022 Q2	$2.62M	Hold	13,525	–	–	1.33%	26
2022 Q1	$2.77M	Hold	13,525	–	–	1.25%	28
2021 Q4	$2.95M	Sell	13,525 -250	-2%	-$57K	1.31%	29
2021 Q3	$3.09M	Hold	13,775	–	–	1.52%	21
2021 Q2	$3.36M	Hold	13,775	–	–	1.6%	16
2021 Q1	$3.57M	Sell	13,775 -200	-1%	-$50K	1.74%	15
2020 Q4	$3.17M	Hold	13,975	–	–	1.69%	17
2020 Q3	$2.95M	Hold	13,975	–	–	1.73%	17
2020 Q2	$2.42M	Buy	13,975 +825	+6%	+$132K	1.5%	19
2020 Q1	$1.78M	Sell	13,150 -50	-0.4%	-$7.8K	1.19%	27
2019 Q4	$2.36M	Sell	13,200 -10	-0.1%	-$1.76K	1.2%	28
2019 Q3	$2.15M	Buy	13,210 +50	+0.4%	+$8K	1.14%	29
2019 Q2	$2.25M	Buy	13,160 +1,750	+15%	+$286K	1.2%	30
2019 Q1	$1.8M	Buy	11,410 +5,210	+84%	+$782K	0.97%	39
2018 Q4	$829K	Sell	6,200 -200	-3%	-$28.2K	0.47%	65
2018 Q3	$935K	Buy	6,400 +900	+16%	+$127K	0.45%	67
2018 Q2	$732K	Sell	5,500 -100	-2%	-$15K	0.38%	76
2018 Q1	$907K	Hold	5,600	–	–	0.47%	68
2017 Q4	$989K	Sell	5,600 -300	-5%	-$51.3K	0.5%	65
2017 Q3	$992K	Hold	5,900	–	–	0.51%	66
2017 Q2	$957K	Hold	5,900	–	–	0.51%	67
2017 Q1	$892K	Buy	+5,900	New	+$873K	0.48%	69

Other funds holding CMI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Aull & Monroe Investment Management's CMI Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Cummins (CMI) stake by 0.27% in Q2 2026, selling an estimated $17.1K and leaving 9,579 shares worth $6.83M. The position accounts for 2.86% of the portfolio, ranked #8.

Aull & Monroe Investment Management first reported a position in CMI in Q1 2017 and has held it in 38 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Aull & Monroe Investment Management held 9,579 shares of Cummins worth $6.83M as of Q2 2026.
Aull & Monroe Investment Management sold 26 Cummins shares in Q2 2026, an estimated $17.1K.
Cummins made up 2.86% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #8 holding.
Aull & Monroe Investment Management first reported a position in Cummins in Q1 2017 and has held it in 38 quarters since.
638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.