Back to CMI
Kestra Advisory Services, LLC → CMI
Kestra Advisory Services, LLC CMI Position History
Cummins Inc. • Industrials
Quarters held
6
Latest value
$29.4M
Q3 2026
Peak value
$39.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.1M |
| Q3 2025 | $15.4M |
| Q4 2025 | $30.3M |
| Q1 2026 | $33M |
| Q2 2026 | $39.8M |
| Q3 2026 | $29.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29.4M | 56.9K | — | — |
| Q2 2026 | $39.8M | 55.8K | — | — |
| Q1 2026 | $33M | 61.3K | — | — |
| Q4 2025 | $30.3M | 59.4K | — | — |
| Q3 2025 | $15.4M | 612.3K | — | — |
| Q3 2025 | $23.1M | 54.7K | — | — |
Other funds holding CMI
$8.4B
$6.9B
$5.6B
$5.2B
$4.9B
$4.9B
$3.7B
$3.3B