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Dickmeyer Boyce Financial Management’s Cummins CMI Stock Holding History

Dickmeyer Boyce Financial 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
Q3 		– Sell
-290
Closed -$207K – 128
2026
Q2 		$207K Buy
+290
New +$191K 0.11% 126

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
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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Dickmeyer Boyce Financial Management's CMI Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management sold out of Cummins (CMI) in Q3 2026, closing a stake of 290 shares — an estimated $207K sold.

Dickmeyer Boyce Financial Management first reported a position in CMI in Q2 2026 and held it in 1 quarter. The position peaked at $207K in Q2 2026. 62 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Dickmeyer Boyce Financial Management reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
  • Dickmeyer Boyce Financial Management sold 290 Cummins shares in Q3 2026, an estimated $207K.
  • Dickmeyer Boyce Financial Management first reported a position in Cummins in Q2 2026 and held it in 1 quarter.
  • Dickmeyer Boyce Financial Management's Cummins position peaked at $207K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.