Sweeney & Michel’s Cummins CMI Stock Holding History

Sweeney & Michel’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	$533K	Buy	1,032 +2	+0.2%	+$1.21K	0.14%	96
2026 Q2	$664K	Hold	1,030	–	–	0.17%	78
2026 Q1	$637K	Hold	1,030	–	–	0.19%	78
2025 Q4	$617K	Hold	1,030	–	–	0.18%	80
2025 Q3	$426K	Hold	1,030	–	–	0.14%	96
2025 Q2	$349K	Hold	1,030	–	–	0.12%	100
2025 Q1	$275K	Buy	+1,030	New	+$363K	0.12%	100
2024 Q3	$345K	Buy	1,030 +1	+0.1%	+$296	0.14%	94
2024 Q2	$277K	Hold	1,029	–	–	0.12%	97
2024 Q1	$304K	Buy	+1,029	New	+$265K	0.13%	91
2023 Q3	$224K	Hold	1,029	–	–	0.12%	98
2023 Q2	$245K	Hold	1,029	–	–	0.13%	94
2023 Q1	$229K	Buy	+1,029	New	+$251K	0.12%	97

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

Sweeney & Michel's CMI Position: Q3 2026 in Review

Sweeney & Michel increased its Cummins (CMI) stake by 0.19% in Q3 2026, buying an estimated $1.21K and bringing the position to 1,032 shares worth $533K. The position accounts for 0.14% of the portfolio, ranked #96.

Sweeney & Michel first reported a position in CMI in Q1 2023 and has held it in 13 quarters since. The position peaked at $664K in Q2 2026. 1,115 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

Sweeney & Michel held 1,032 shares of Cummins worth $533K as of Q3 2026.
Sweeney & Michel bought 2 Cummins shares in Q3 2026, an estimated $1.21K.
Cummins made up 0.14% of Sweeney & Michel's portfolio in Q3 2026, its #96 holding.
Sweeney & Michel first reported a position in Cummins in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Cummins position peaked at $664K in Q2 2026.
1,115 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.