Monument Capital Management
ALSN icon

Monument Capital Management’s Allison Transmission ALSN Stock Holding History

Monument Capital Management’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.88M Buy
25,407
+1,515
+6% +$183K 0.6% 62
2026
Q2 		$2.69M Sell
23,892
-542
-2% -$65.8K 0.54% 68
2026
Q1 		$2.86M Buy
+24,434
New +$2.78M 0.72% 53

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Monument Capital Management's ALSN Position: Q3 2026 in Review

Monument Capital Management increased its Allison Transmission (ALSN) stake by 6.3% in Q3 2026, buying an estimated $183K and bringing the position to 25,407 shares worth $2.88M. The position accounts for 0.6% of the portfolio, ranked #62.

Monument Capital Management first reported a position in ALSN in Q1 2026 and has held it in 3 quarters since. 408 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • Monument Capital Management held 25,407 shares of Allison Transmission worth $2.88M as of Q3 2026.
  • Monument Capital Management bought 1,515 Allison Transmission shares in Q3 2026, an estimated $183K.
  • Allison Transmission made up 0.6% of Monument Capital Management's portfolio in Q3 2026, its #62 holding.
  • Monument Capital Management first reported a position in Allison Transmission in Q1 2026 and has held it in 3 quarters since.
  • 408 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.