LAM
Lynch Asset Management’s Cummins CMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Buy |
18,450
+700
| +4% | +$229K | 2.13% | 12 |
|
|
2025
Q1 | $5.56M | Buy |
17,750
+200
| +1% | +$62.7K | 2.5% | 12 |
|
|
2024
Q4 | $6.12M | Hold |
17,550
| – | – | 2.48% | 11 |
|
|
2024
Q3 | $5.68M | Hold |
17,550
| – | – | 2.39% | 12 |
|
|
2024
Q2 | $4.86M | Sell |
17,550
-500
| -3% | -$138K | 2.07% | 15 |
|
|
2024
Q1 | $5.32M | Hold |
18,050
| – | – | 2.5% | 12 |
|
|
2023
Q4 | $4.32M | Hold |
18,050
| – | – | 2.48% | 13 |
|
|
2023
Q3 | $4.12M | Hold |
18,050
| – | – | 2.71% | 13 |
|
|
2023
Q2 | $4.43M | Hold |
18,050
| – | – | 2.85% | 11 |
|
|
2023
Q1 | $4.31M | Hold |
18,050
| – | – | 3.09% | 10 |
|
|
2022
Q4 | $4.37M | Hold |
18,050
| – | – | 3.77% | 8 |
|
|
2022
Q3 | $3.67M | Hold |
18,050
| – | – | 3.3% | 11 |
|
|
2022
Q2 | $3.49M | Buy |
18,050
+500
| +3% | +$96.8K | 2.86% | 13 |
|
|
2022
Q1 | $3.6M | Hold |
17,550
| – | – | 2.57% | 14 |
|
|
2021
Q4 | $3.83M | Buy |
+17,550
| New | +$3.83M | 2.66% | 15 |
|