LMKC
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L.M. Kohn & Company’s Cummins CMI Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$346K Hold
820
– – 0.42% 74
2025
Q2 		$269K Sell
820
-3
-0.4% -$929 0.07% 223
2025
Q1 		$258K Sell
823
-63
-7% -$22.2K 0.07% 227
2024
Q4 		$309K Buy
886
+13
+1% +$4.57K 0.08% 185
2024
Q3 		$283K Buy
873
+3
+0.3% +$889 0.07% 208
2024
Q2 		$241K Sell
870
-3
-0.3% -$857 0.07% 230
2024
Q1 		$257K Hold
873
– – 0.07% 217
2023
Q4 		$209K Buy
+873
New +$198K 0.07% 219

Other funds holding CMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

L.M. Kohn & Company's CMI Position: Q3 2025 in Review

L.M. Kohn & Company held its Cummins (CMI) position steady in Q3 2025 at 820 shares worth $346K. The position accounts for 0.42% of the portfolio, ranked #74.

L.M. Kohn & Company first reported a position in CMI in Q4 2023 and has held it in 8 quarters since. 1,682 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

  • L.M. Kohn & Company held 820 shares of Cummins worth $346K as of Q3 2025.
  • L.M. Kohn & Company left its Cummins share count unchanged in Q3 2025.
  • Cummins made up 0.42% of L.M. Kohn & Company's portfolio in Q3 2025, its #74 holding.
  • L.M. Kohn & Company first reported a position in Cummins in Q4 2023 and has held it in 8 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.