Lee Financial’s Cummins CMI Stock Holding History

Lee Financial’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	-303	Closed	-$216K	–	157
2026 Q2	$216K	Buy	+303	New	+$200K	0.03%	154
2024 Q1	–	Sell	-316	Closed	-$75.7K	–	281
2023 Q4	$75.7K	Hold	316	–	–	0.01%	198
2023 Q3	$72.2K	Hold	316	–	–	0.01%	185
2023 Q2	$77.5K	Hold	316	–	–	0.01%	188
2023 Q1	$75.5K	Sell	316 -4	-1%	-$977	0.01%	204
2022 Q4	$77.5K	Hold	320	–	–	0.01%	220
2022 Q3	$65K	Buy	320 +289	+932%	+$61.5K	0.01%	231
2022 Q2	$6K	Buy	+31	New	+$6.2K	﹤0.01%	522
2022 Q1	–	Sell	-1	Closed	–	–	792
2021 Q4	$0	Buy	+1	New	+$228	﹤0.01%	911
2018 Q3	–	Sell	-48	Closed	-$6K	–	513
2018 Q2	$6K	Hold	48	–	–	﹤0.01%	584
2018 Q1	$8K	Sell	48 -100	-68%	-$17.2K	﹤0.01%	525
2017 Q4	$26K	Buy	148 +74	+100%	+$12.7K	0.01%	231
2017 Q3	$12K	Hold	74	–	–	﹤0.01%	299
2017 Q2	$12K	Buy	+74	New	+$11.5K	﹤0.01%	295

Other funds holding CMI

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Lee Financial's CMI Position: Q3 2026 in Review

Lee Financial sold out of Cummins (CMI) in Q3 2026, closing a stake of 303 shares — an estimated $216K sold.

Lee Financial first reported a position in CMI in Q2 2017 and held it in 14 quarters. The position peaked at $216K in Q2 2026. 1,115 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Lee Financial reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
Lee Financial sold 303 Cummins shares in Q3 2026, an estimated $216K.
Lee Financial first reported a position in Cummins in Q2 2017 and held it in 14 quarters.
Lee Financial's Cummins position peaked at $216K in Q2 2026.
1,115 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.