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Venture Visionary Partners’s Cummins CMI Stock Holding History

Venture Visionary Partners’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 		$662K Buy
1,281
+43
+3% +$25.9K 0.02% 420
2026
Q2 		$883K Buy
1,238
+154
+14% +$101K 0.02% 365
2026
Q1 		$583K Sell
1,084
-278
-20% -$157K 0.02% 396
2025
Q4 		$695K Sell
1,362
-60
-4% -$28K 0.02% 376
2025
Q3 		$601K Sell
1,422
-175
-11% -$67.1K 0.02% 378
2025
Q2 		$523K Buy
1,597
+5
+0.3% +$1.55K 0.02% 393
2025
Q1 		$499K Sell
1,592
-63
-4% -$22.2K 0.02% 385
2024
Q4 		$577K Hold
1,655
– – 0.02% 345
2024
Q3 		$536K Sell
1,655
-63
-4% -$18.7K 0.02% 357
2024
Q2 		$476K Sell
1,718
-633
-27% -$181K 0.02% 385
2024
Q1 		$693K Sell
2,351
-215
-8% -$55.4K 0.03% 326
2023
Q4 		$615K Buy
2,566
+310
+14% +$70.5K 0.03% 323
2023
Q3 		$515K Hold
2,256
– – 0.03% 328
2023
Q2 		$553K Sell
2,256
-100
-4% -$22.6K 0.03% 328
2023
Q1 		$563K Sell
2,356
-500
-18% -$122K 0.04% 320
2022
Q4 		$692K Hold
2,856
– – 0.05% 269
2022
Q3 		$581K Hold
2,856
– – 0.05% 275
2022
Q2 		$553K Hold
2,856
– – 0.04% 278
2022
Q1 		$585K Buy
2,856
+482
+20% +$104K 0.04% 302
2021
Q4 		$517K Buy
2,374
+311
+15% +$70.9K 0.03% 324
2021
Q3 		$463K Buy
2,063
+669
+48% +$157K 0.03% 336
2021
Q2 		$339K Hold
1,394
– – 0.03% 369
2021
Q1 		$361K Hold
1,394
– – 0.03% 342
2020
Q4 		$316K Buy
+1,394
New +$313K 0.03% 305

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

Venture Visionary Partners's CMI Position: Q3 2026 in Review

Venture Visionary Partners increased its Cummins (CMI) stake by 3.5% in Q3 2026, buying an estimated $25.9K and bringing the position to 1,281 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #420.

Venture Visionary Partners first reported a position in CMI in Q4 2020 and has held it in 24 quarters since. The position peaked at $883K in Q2 2026. 84 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Venture Visionary Partners held 1,281 shares of Cummins worth $662K as of Q3 2026.
  • Venture Visionary Partners bought 43 Cummins shares in Q3 2026, an estimated $25.9K.
  • Cummins made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #420 holding.
  • Venture Visionary Partners first reported a position in Cummins in Q4 2020 and has held it in 24 quarters since.
  • Venture Visionary Partners's Cummins position peaked at $883K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.