Patrick M. Sweeney & Associates’s Cummins CMI Stock Holding History

Patrick M. Sweeney & Associates’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	$1.02M	Hold	1,976	–	–	0.58%	41
2026 Q2	$1.41M	Buy	1,976 +1	+0.1%	+$659	0.81%	28
2026 Q1	$1.06M	Sell	1,975 -22	-1%	-$12.4K	0.68%	38
2025 Q4	$1.02M	Sell	1,997 -44	-2%	-$20.6K	0.64%	37
2025 Q3	$862K	Sell	2,041 -20	-1%	-$7.67K	0.56%	44
2025 Q2	$684K	Buy	2,061 +102	+5%	+$31.6K	0.47%	50
2025 Q1	$614K	Hold	1,959	–	–	0.46%	57
2024 Q4	$683K	Sell	1,959 -10	-0.5%	-$3.51K	0.51%	50
2024 Q3	$638K	Buy	1,969 +13	+0.7%	+$3.85K	0.47%	57
2024 Q2	$542K	Hold	1,956	–	–	0.44%	59
2024 Q1	$576K	Buy	1,956 +46	+2%	+$11.9K	0.47%	52
2023 Q4	$458K	Buy	+1,910	New	+$434K	0.42%	64

Other funds holding CMI

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Patrick M. Sweeney & Associates's CMI Position: Q3 2026 in Review

Patrick M. Sweeney & Associates held its Cummins (CMI) position steady in Q3 2026 at 1,976 shares worth $1.02M. The position accounts for 0.58% of the portfolio, ranked #41.

Patrick M. Sweeney & Associates first reported a position in CMI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q2 2026. 1,111 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Patrick M. Sweeney & Associates held 1,976 shares of Cummins worth $1.02M as of Q3 2026.
Patrick M. Sweeney & Associates left its Cummins share count unchanged in Q3 2026.
Cummins made up 0.58% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #41 holding.
Patrick M. Sweeney & Associates first reported a position in Cummins in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Cummins position peaked at $1.41M in Q2 2026.
1,111 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.