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MJT & Associates Financial Advisory’s Cummins CMI Stock Holding History

MJT & Associates Financial Advisory’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 		$26.3K Buy
51
+7
+16% +$4.22K 0.02% 99
2026
Q2 		$31.4K Sell
44
-13
-23% -$8.56K 0.02% 101
2026
Q1 		$30.7K Sell
57
-1
-2% -$566 0.02% 96
2025
Q4 		$29.6K Sell
58
-6
-9% -$2.8K 0.02% 104
2025
Q3 		$27K Buy
64
+16
+33% +$6.13K 0.02% 110
2025
Q2 		$15.7K Hold
48
– – 0.02% 171
2025
Q1 		$15K Buy
+48
New +$16.9K 0.01% 169

Other funds holding CMI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MJT & Associates Financial Advisory's CMI Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its Cummins (CMI) stake by 16% in Q3 2026, buying an estimated $4.22K and bringing the position to 51 shares worth $26.3K. The position accounts for 0.02% of the portfolio, ranked #99.

MJT & Associates Financial Advisory first reported a position in CMI in Q1 2025 and has held it in 7 quarters since. The position peaked at $31.4K in Q2 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • MJT & Associates Financial Advisory held 51 shares of Cummins worth $26.3K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 7 Cummins shares in Q3 2026, an estimated $4.22K.
  • Cummins made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #99 holding.
  • MJT & Associates Financial Advisory first reported a position in Cummins in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Cummins position peaked at $31.4K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.