INVESTMENT ADVISORY SERVICES INC /TX /ADV
Position in CMI — Cummins Inc
CIK 925953
THE WOODLANDS, TX
Position in CMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,079,007
+$518,749 QoQ
Shares Held
2,915
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#821
of 2,094 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $2,869,760 across 3 Specialty Industrial Machinery names. CMI ranks #1 (72.4% of the industry book) .
All Filings in CMI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,079,007 | 2,915 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,560,258 | 2,900 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,481,325 | 2,902 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,225,295 | 2,901 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $961,212 | 2,935 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $772,943 | 2,466 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $777,378 | 2,230 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $732,089 | 2,261 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $643,308 | 2,323 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $718,062 | 2,437 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $603,716 | 2,520 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $628,950 | 2,753 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $686,938 | 2,802 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $670,536 | 2,807 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $676,231 | 2,791 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $437,342 | 2,149 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $349,128 | 1,804 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $427,859 | 2,086 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $429,517 | 1,969 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $357,274 | 1,591 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $409,600 | 1,680 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $385,161 | 1,696 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $358,127 | 1,696 | Shares | Sole | 2021-03-10 | |
| 2020-06-30 | $293,675 | 1,695 | Shares | Sole | 2021-03-10 | |
| 2020-03-31 | $229,367 | 1,695 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||