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 Q2	$113K	Hold	158	–	–	0.07%	111
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Paladin Advisory Group's CMI Position: Q2 2026 in Review

Paladin Advisory Group held its Cummins (CMI) position steady in Q2 2026 at 158 shares worth $113K. The position accounts for 0.07% of the portfolio, ranked #111.

Paladin Advisory Group first reported a position in CMI in Q1 2022 and has held it in 15 quarters since. 2,104 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

Paladin Advisory Group held 158 shares of Cummins worth $113K as of Q2 2026.
Paladin Advisory Group left its Cummins share count unchanged in Q2 2026.
Cummins made up 0.07% of Paladin Advisory Group's portfolio in Q2 2026, its #111 holding.
Paladin Advisory Group first reported a position in Cummins in Q1 2022 and has held it in 15 quarters since.
2,104 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.