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Peterson Wealth Advisors’s Cummins CMI Stock Holding History

Peterson Wealth Advisors’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 		– Sell
-350
Closed -$250K – 118
2026
Q2 		$250K Buy
+350
New +$231K 0.03% 104

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

Peterson Wealth Advisors's CMI Position: Q3 2026 in Review

Peterson Wealth Advisors sold out of Cummins (CMI) in Q3 2026, closing a stake of 350 shares — an estimated $250K sold.

Peterson Wealth Advisors first reported a position in CMI in Q2 2026 and held it in 1 quarter. The position peaked at $250K in Q2 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Peterson Wealth Advisors reported no remaining Cummins position as of Q3 2026 after selling out during the quarter.
  • Peterson Wealth Advisors sold 350 Cummins shares in Q3 2026, an estimated $250K.
  • Peterson Wealth Advisors first reported a position in Cummins in Q2 2026 and held it in 1 quarter.
  • Peterson Wealth Advisors's Cummins position peaked at $250K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.