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 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.