Paladin Advisory Group’s Cummins CMI Stock Holding History

Paladin Advisory Group’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 Q1	$85K	Hold	158	–	–	0.06%	130
2025 Q4	$80.7K	Hold	158	–	–	0.06%	129
2025 Q3	$66.7K	Sell	158 -130	-45%	-$49.8K	0.05%	128
2025 Q2	$94.3K	Hold	288	–	–	0.07%	116
2025 Q1	$90.3K	Hold	288	–	–	0.07%	119
2024 Q4	$100K	Hold	288	–	–	0.08%	113
2024 Q3	$93.3K	Hold	288	–	–	0.07%	117
2024 Q2	$78.4K	Hold	288	–	–	0.06%	122
2024 Q1	$84.8K	Hold	288	–	–	0.07%	120
2023 Q4	$69K	Hold	288	–	–	0.06%	128
2023 Q3	$65.8K	Hold	288	–	–	0.06%	135
2023 Q2	$70.6K	Hold	288	–	–	0.06%	139
2023 Q1	$68.8K	Buy	+288	New	+$70.3K	0.06%	140
2022 Q2	–	Sell	-288	Closed	-$57.6K	–	324
2022 Q1	$57K	Buy	+288	New	+$62.3K	0.05%	159

Other funds holding CMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paladin Advisory Group's CMI Position: Q1 2026 in Review

Paladin Advisory Group held its Cummins (CMI) position steady in Q1 2026 at 158 shares worth $85K. The position accounts for 0.06% of the portfolio, ranked #130.

Paladin Advisory Group first reported a position in CMI in Q1 2022 and has held it in 14 quarters since. The position peaked at $100K in Q4 2024. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

Paladin Advisory Group held 158 shares of Cummins worth $85K as of Q1 2026.
Paladin Advisory Group left its Cummins share count unchanged in Q1 2026.
Cummins made up 0.06% of Paladin Advisory Group's portfolio in Q1 2026, its #130 holding.
Paladin Advisory Group first reported a position in Cummins in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Cummins position peaked at $100K in Q4 2024.
1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.