EFG
CMI icon

Everhart Financial Group’s Cummins CMI Stock Holding History

Everhart Financial Group’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 		$235K Sell
454
-2
-0.4% -$1.21K 0.01% 431
2026
Q2 		$325K Sell
456
-40
-8% -$26.4K 0.02% 344
2026
Q1 		$267K Buy
496
+87
+21% +$49.2K 0.02% 381
2025
Q4 		$209K Buy
+409
New +$191K 0.02% 404

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

Everhart Financial Group's CMI Position: Q3 2026 in Review

Everhart Financial Group reduced its Cummins (CMI) stake by 0.44% in Q3 2026, selling an estimated $1.21K and leaving 454 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #431.

Everhart Financial Group first reported a position in CMI in Q4 2025 and has held it in 4 quarters since. The position peaked at $325K in Q2 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Everhart Financial Group held 454 shares of Cummins worth $235K as of Q3 2026.
  • Everhart Financial Group sold 2 Cummins shares in Q3 2026, an estimated $1.21K.
  • Cummins made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #431 holding.
  • Everhart Financial Group first reported a position in Cummins in Q4 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's Cummins position peaked at $325K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.