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Investment Advisory Services’s Cummins CMI Stock Holding History

Investment Advisory Services’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
Q2 		$2.08M Buy
2,915
+15
+0.5% +$9.88K 0.6% 42
2026
Q1 		$1.56M Sell
2,900
-2
-0.1% -$1.13K 0.5% 49
2025
Q4 		$1.48M Buy
2,902
+1
+0% +$467 0.46% 50
2025
Q3 		$1.23M Sell
2,901
-34
-1% -$13K 0.39% 53
2025
Q2 		$961K Buy
2,935
+469
+19% +$145K 0.32% 57
2025
Q1 		$773K Buy
2,466
+236
+11% +$83.1K 0.28% 58
2024
Q4 		$777K Sell
2,230
-31
-1% -$10.9K 0.27% 58
2024
Q3 		$732K Sell
2,261
-62
-3% -$18.4K 0.26% 65
2024
Q2 		$643K Sell
2,323
-114
-5% -$32.6K 0.24% 68
2024
Q1 		$718K Sell
2,437
-83
-3% -$21.4K 0.26% 67
2023
Q4 		$604K Sell
2,520
-233
-8% -$53K 0.24% 70
2023
Q3 		$629K Sell
2,753
-49
-2% -$11.8K 0.27% 67
2023
Q2 		$687K Sell
2,802
-5
-0.2% -$1.13K 0.29% 66
2023
Q1 		$671K Buy
2,807
+16
+0.6% +$3.91K 0.33% 60
2022
Q4 		$676K Buy
2,791
+642
+30% +$153K 0.35% 56
2022
Q3 		$437K Buy
2,149
+345
+19% +$73.4K 0.26% 67
2022
Q2 		$349K Sell
1,804
-282
-14% -$56.4K 0.2% 81
2022
Q1 		$428K Buy
2,086
+117
+6% +$25.3K 0.24% 77
2021
Q4 		$430K Buy
1,969
+378
+24% +$86.1K 0.23% 75
2021
Q3 		$357K Sell
1,591
-89
-5% -$20.9K 0.22% 79
2021
Q2 		$410K Buy
+1,680
New +$430K 0.25% 76
2020
Q4 		$385K Hold
1,696
– – 0.27% 71
2020
Q3 		$358K Buy
1,696
+1
+0.1% +$199 0.28% 69
2020
Q2 		$294K Hold
1,695
– – 0.25% 69
2020
Q1 		$229K Buy
1,695
+1
+0.1% +$156 0.25% 61
2019
Q4 		$303K Buy
+1,694
New +$298K 0.27% 57

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Investment Advisory Services's CMI Position: Q2 2026 in Review

Investment Advisory Services increased its Cummins (CMI) stake by 0.52% in Q2 2026, buying an estimated $9.88K and bringing the position to 2,915 shares worth $2.08M. The position accounts for 0.6% of the portfolio, ranked #42.

Investment Advisory Services first reported a position in CMI in Q4 2019 and has held it in 26 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Investment Advisory Services held 2,915 shares of Cummins worth $2.08M as of Q2 2026.
  • Investment Advisory Services bought 15 Cummins shares in Q2 2026, an estimated $9.88K.
  • Cummins made up 0.6% of Investment Advisory Services's portfolio in Q2 2026, its #42 holding.
  • Investment Advisory Services first reported a position in Cummins in Q4 2019 and has held it in 26 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.