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Moody Lynn & Lieberson’s Cummins CMI Stock Holding History

Moody Lynn & Lieberson’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
Q2 		$3.46M Buy
4,846
+4,344
+865% +$2.86M 0.18% 66
2026
Q1 		$270K Buy
502
+30
+6% +$17K 0.02% 220
2025
Q4 		$241K Buy
+472
New +$221K 0.01% 235
2023
Q2 		– Sell
-6,071
Closed -$1.45M – 226
2023
Q1 		$1.45M Buy
6,071
+1,587
+35% +$387K 0.13% 92
2022
Q4 		$1.09M Buy
+4,484
New +$1.07M 0.1% 107
2022
Q1 		– Sell
-15,206
Closed -$3.32M – 237
2021
Q4 		$3.32M Sell
15,206
-15,810
-51% -$3.6M 0.22% 78
2021
Q3 		$6.96M Sell
31,016
-20,151
-39% -$4.72M 0.52% 53
2021
Q2 		$12.5M Sell
51,167
-2,812
-5% -$719K 0.94% 37
2021
Q1 		$14M Sell
53,979
-8,267
-13% -$2.07M 1.16% 35
2020
Q4 		$14.1M Buy
62,246
+50,807
+444% +$11.4M 1.21% 32
2020
Q3 		$2.42M Buy
+11,439
New +$2.28M 0.24% 78
2020
Q1 		– Sell
-10,474
Closed -$1.87M – 171
2019
Q4 		$1.87M Sell
10,474
-95
-0.9% -$16.7K 0.18% 93
2019
Q3 		$1.72M Sell
10,569
-600
-5% -$96K 0.19% 80
2019
Q2 		$1.91M Sell
11,169
-22
-0.2% -$3.6K 0.21% 83
2019
Q1 		$1.77M Sell
11,191
-12
-0.1% -$1.8K 0.2% 82
2018
Q4 		$1.5M Sell
11,203
-662
-6% -$93.5K 0.2% 82
2018
Q3 		$1.73M Sell
11,865
-97
-0.8% -$13.7K 0.18% 88
2018
Q2 		$1.59M Sell
11,962
-261
-2% -$39.1K 0.19% 89
2018
Q1 		$1.98M Sell
12,223
-22
-0.2% -$3.78K 0.24% 73
2017
Q4 		$2.29M Sell
12,245
-4,294
-26% -$734K 0.24% 73
2017
Q3 		$2.78M Sell
16,539
-11,385
-41% -$1.84M 0.34% 67
2017
Q2 		$4.53M Buy
27,924
+10,487
+60% +$1.63M 0.6% 54
2017
Q1 		$2.64M Sell
17,437
-342
-2% -$50.6K 0.37% 63
2016
Q4 		$2.43M Sell
17,779
-126
-0.7% -$16.9K 0.35% 66
2016
Q3 		$2.29M Buy
17,905
+296
+2% +$35.9K 0.38% 68
2016
Q2 		$1.98M Sell
17,609
-62,757
-78% -$7.11M 0.35% 59
2016
Q1 		$8.84M Sell
80,366
-6,929
-8% -$670K 1.39% 25
2015
Q4 		$7.68M Buy
+87,295
New +$8.72M 1.21% 25
2014
Q3 		– Sell
-56,471
Closed -$8.71M – 194
2014
Q2 		$8.71M Buy
56,471
+21,326
+61% +$3.23M 1.2% 31
2014
Q1 		$5.24M Sell
35,145
-11,742
-25% -$1.63M 0.76% 59
2013
Q4 		$6.61M Buy
46,887
+38,522
+461% +$5.11M 0.9% 48
2013
Q3 		$1.11M Buy
+8,365
New +$1.03M 0.17% 109

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Moody Lynn & Lieberson's CMI Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Cummins (CMI) stake by 865% in Q2 2026, buying an estimated $2.86M and bringing the position to 4,846 shares worth $3.46M. The position accounts for 0.18% of the portfolio, ranked #66.

Moody Lynn & Lieberson first reported a position in CMI in Q3 2013 and has held it in 32 quarters since. The position peaked at $14.1M in Q4 2020. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Moody Lynn & Lieberson held 4,846 shares of Cummins worth $3.46M as of Q2 2026.
  • Moody Lynn & Lieberson bought 4,344 Cummins shares in Q2 2026, an estimated $2.86M.
  • Cummins made up 0.18% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #66 holding.
  • Moody Lynn & Lieberson first reported a position in Cummins in Q3 2013 and has held it in 32 quarters since.
  • Moody Lynn & Lieberson's Cummins position peaked at $14.1M in Q4 2020.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.