Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Cummins CMI Stock Holding History

Halbert Hargrove Global 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 		– Sell
-1
Closed -$585 – 425
2026
Q2 		$585 Buy
+1
New +$659 ﹤0.01% 509
2025
Q4 		– Sell
-19
Closed -$8.03K – 438
2025
Q3 		$8.03K Buy
+19
New +$7.28K ﹤0.01% 354
2025
Q2 		– Sell
-1
Closed -$314 – 383
2025
Q1 		$314 Buy
+1
New +$352 ﹤0.01% 553

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Halbert Hargrove Global Advisors's CMI Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Cummins (CMI) in Q3 2026, closing a stake of 1 share — an estimated $585 sold.

Halbert Hargrove Global Advisors first reported a position in CMI in Q1 2025 and held it in 3 quarters. The position peaked at $8.03K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 Cummins share in Q3 2026, an estimated $585.
  • Halbert Hargrove Global Advisors first reported a position in Cummins in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Cummins position peaked at $8.03K in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.