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Douglas Lane & Associates’s Cummins CMI Stock Holding History

Douglas Lane & Associates’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
-657
Closed -$469K – 248
2026
Q2 		$469K Buy
657
+82
+14% +$54K 0.01% 198
2026
Q1 		$309K Hold
575
– – ﹤0.01% 209
2025
Q4 		$294K Sell
575
-10
-2% -$4.67K ﹤0.01% 210
2025
Q3 		$247K Buy
+585
New +$224K ﹤0.01% 220
2025
Q1 		– Sell
-630
Closed -$220K – 234
2024
Q4 		$220K Buy
630
+10
+2% +$3.51K ﹤0.01% 222
2024
Q3 		$201K Buy
+620
New +$184K ﹤0.01% 231
2018
Q2 		– Sell
-1,776
Closed -$288K – 197
2018
Q1 		$288K Hold
1,776
– – 0.01% 180
2017
Q4 		$314K Sell
1,776
-25
-1% -$4.28K 0.01% 177
2017
Q3 		$303K Buy
1,801
+400
+29% +$64.7K 0.01% 185
2017
Q2 		$227K Buy
+1,401
New +$217K 0.01% 193

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

Douglas Lane & Associates's CMI Position: Q3 2026 in Review

Douglas Lane & Associates sold out of Cummins (CMI) in Q3 2026, closing a stake of 657 shares — an estimated $469K sold.

Douglas Lane & Associates first reported a position in CMI in Q2 2017 and held it in 10 quarters. The position peaked at $469K in Q2 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Douglas Lane & Associates reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
  • Douglas Lane & Associates sold 657 Cummins shares in Q3 2026, an estimated $469K.
  • Douglas Lane & Associates first reported a position in Cummins in Q2 2017 and held it in 10 quarters.
  • Douglas Lane & Associates's Cummins position peaked at $469K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.