PAG
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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
2023
Q1 		– Sell
-288
Closed -$69.8K – 308
2022
Q4 		$69.8K Hold
288
– – 0.06% 137
2022
Q3 		$58K Hold
288
– – 0.05% 146
2022
Q2 		$55K Buy
+288
New +$57.6K 0.05% 154
2022
Q1 		– Sell
-288
Closed -$62K – 320
2021
Q4 		$62K Buy
+288
New +$65.6K 0.05% 162

Other funds holding CMI

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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.