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Diversified Management’s Cummins CMI Stock Holding History

Diversified 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 		$1.06M Buy
+2,045
New +$1.23M 0.18% 109
2026
Q2 		– Sell
-2,202
Closed -$1.18M – 194
2026
Q1 		$1.18M Buy
+2,202
New +$1.25M 0.2% 116

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

Diversified Management's CMI Position: Q3 2026 in Review

Diversified Management opened a new position in Cummins (CMI) in Q3 2026: 2,045 shares worth $1.06M. The stake represents 0.18% of the portfolio and ranks #109 among its holdings. This is a return to the name: Diversified Management previously reported a position in CMI as recently as Q1 2026.

Diversified Management first reported a position in CMI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.18M in Q1 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Diversified Management held 2,045 shares of Cummins worth $1.06M as of Q3 2026.
  • Cummins was a new Diversified Management position in Q3 2026.
  • Cummins made up 0.18% of Diversified Management's portfolio in Q3 2026, its #109 holding.
  • Diversified Management first reported a position in Cummins in Q1 2026 and has held it in 2 quarters since.
  • Diversified Management's Cummins position peaked at $1.18M in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

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