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Timothy G. Youngquist 2020 Irrevocable Trust’s Cummins CMI Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
Q2 		– Sell
-48
Closed -$25.8K – 194
2026
Q1 		$25.8K Buy
+48
New +$27.2K 0.01% 285

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's CMI Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Cummins (CMI) in Q2 2026, closing a stake of 48 shares — an estimated $25.8K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in CMI in Q1 2026 and held it in 1 quarter. The position peaked at $25.8K in Q1 2026. 1,306 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Cummins position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 48 Cummins shares in Q2 2026, an estimated $25.8K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Cummins in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Cummins position peaked at $25.8K in Q1 2026.
  • 1,306 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.