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Cherry Creek Investment Advisors’s Cummins CMI Stock Holding History

Cherry Creek 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
-383
Closed -$273K – 129
2026
Q2 		$273K Buy
383
+1
+0.3% +$659 0.11% 105
2026
Q1 		$205K Buy
+382
New +$216K 0.09% 117

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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 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

Cherry Creek Investment Advisors's CMI Position: Q3 2026 in Review

Cherry Creek Investment Advisors sold out of Cummins (CMI) in Q3 2026, closing a stake of 383 shares — an estimated $273K sold.

Cherry Creek Investment Advisors first reported a position in CMI in Q1 2026 and held it in 2 quarters. The position peaked at $273K in Q2 2026. 275 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Cherry Creek Investment Advisors reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
  • Cherry Creek Investment Advisors sold 383 Cummins shares in Q3 2026, an estimated $273K.
  • Cherry Creek Investment Advisors first reported a position in Cummins in Q1 2026 and held it in 2 quarters.
  • Cherry Creek Investment Advisors's Cummins position peaked at $273K in Q2 2026.
  • 275 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.