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Colton Groome Financial Advisors’s Cummins CMI Stock Holding History

Colton Groome Financial 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 		$300K Hold
580
– – 0.07% 123
2026
Q2 		$414K Hold
580
– – 0.1% 110
2026
Q1 		$312K Hold
580
– – 0.09% 108
2025
Q4 		$296K Buy
580
+10
+2% +$4.67K 0.08% 112
2025
Q3 		$241K Buy
+570
New +$219K 0.07% 118

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

Colton Groome Financial Advisors's CMI Position: Q3 2026 in Review

Colton Groome Financial Advisors held its Cummins (CMI) position steady in Q3 2026 at 580 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #123.

Colton Groome Financial Advisors first reported a position in CMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $414K in Q2 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Colton Groome Financial Advisors held 580 shares of Cummins worth $300K as of Q3 2026.
  • Colton Groome Financial Advisors left its Cummins share count unchanged in Q3 2026.
  • Cummins made up 0.07% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #123 holding.
  • Colton Groome Financial Advisors first reported a position in Cummins in Q3 2025 and has held it in 5 quarters since.
  • Colton Groome Financial Advisors's Cummins position peaked at $414K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.