LGT Financial Advisors’s Cummins CMI Stock Holding History

LGT Financial 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
2025 Q3	–	Sell	-1	Closed	-$328	–	439
2025 Q2	$328	Buy	+1	New	+$310	﹤0.01%	460

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LGT Financial Advisors's CMI Position: Q3 2025 in Review

LGT Financial Advisors sold out of Cummins (CMI) in Q3 2025, closing a stake of 1 share — an estimated $328 sold.

LGT Financial Advisors first reported a position in CMI in Q2 2025 and held it in 1 quarter. The position peaked at $328 in Q2 2025. 1,684 funds tracked by Wall St. Rank hold CMI as of Q3 2025.

LGT Financial Advisors reported no remaining Cummins position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 1 Cummins share in Q3 2025, an estimated $328.
LGT Financial Advisors first reported a position in Cummins in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's Cummins position peaked at $328 in Q2 2025.
1,684 funds tracked by Wall St. Rank held Cummins as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.