Stiles Financial Services
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Stiles Financial Services’s Cummins CMI Stock Holding History

Stiles Financial Services’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 		$2.91M Sell
5,633
-60
-1% -$36.2K 0.74% 41
2026
Q2 		$4.06M Sell
5,693
-51
-0.9% -$33.6K 1.02% 27
2026
Q1 		$3.09M Buy
5,744
+61
+1% +$34.5K 0.94% 34
2025
Q4 		$2.9M Sell
5,683
-91
-2% -$42.5K 0.89% 36
2025
Q3 		$2.44M Buy
5,774
+255
+5% +$97.8K 0.77% 44
2025
Q2 		$1.81M Buy
5,519
+675
+14% +$209K 0.62% 54
2025
Q1 		$1.52M Sell
4,844
-466
-9% -$164K 0.58% 60
2024
Q4 		$1.85M Buy
5,310
+25
+0.5% +$8.78K 0.67% 50
2024
Q3 		$1.71M Buy
5,285
+193
+4% +$57.2K 0.6% 56
2024
Q2 		$1.41M Buy
5,092
+23
+0.5% +$6.57K 0.54% 60
2024
Q1 		$1.49M Buy
5,069
+514
+11% +$132K 0.6% 57
2023
Q4 		$1.09M Buy
4,555
+630
+16% +$143K 0.5% 69
2023
Q3 		$897K Buy
3,925
+1,368
+54% +$330K 0.47% 65
2023
Q2 		$627K Sell
2,557
-176
-6% -$39.9K 0.31% 91
2023
Q1 		$653K Sell
2,733
-38
-1% -$9.28K 0.35% 84
2022
Q4 		$671K Sell
2,771
-3
-0.1% -$714 0.38% 77
2022
Q3 		$564K Buy
2,774
+358
+15% +$76.2K 0.34% 78
2022
Q2 		$468K Sell
2,416
-29
-1% -$5.8K 0.28% 97
2022
Q1 		$501K Buy
2,445
+381
+18% +$82.4K 0.25% 104
2021
Q4 		$450K Buy
+2,064
New +$470K 0.22% 108

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Stiles Financial Services's CMI Position: Q3 2026 in Review

Stiles Financial Services reduced its Cummins (CMI) stake by 1.1% in Q3 2026, selling an estimated $36.2K and leaving 5,633 shares worth $2.91M. The position accounts for 0.74% of the portfolio, ranked #41.

Stiles Financial Services first reported a position in CMI in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.06M in Q2 2026. 1,235 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Stiles Financial Services held 5,633 shares of Cummins worth $2.91M as of Q3 2026.
  • Stiles Financial Services sold 60 Cummins shares in Q3 2026, an estimated $36.2K.
  • Cummins made up 0.74% of Stiles Financial Services's portfolio in Q3 2026, its #41 holding.
  • Stiles Financial Services first reported a position in Cummins in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Cummins position peaked at $4.06M in Q2 2026.
  • 1,235 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.