Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionAbound Wealth Management
Latest Disclosed Ownership24 shares
Latest Disclosed Value $ 12,855
Abound Wealth Management reports 22.58% decrease in ownership of CMI / Cummins Inc.

On April 10, 2026 - Abound Wealth Management filed a 13F-HR form disclosing ownership of 24 shares of Cummins Inc. (MX:CMI) valued at $12,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 31 shares of Cummins Inc.. This represents a change in shares of -22.58% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F CUMMINS COM 231021106 24 -7 -22.58 13 -20.00 0.0029
2026-01-12 2025-12-31 13F CUMMINS COM 231021106 31 14 82.35 16 114.29 0.0036
2025-10-10 2025-09-30 13F CUMMINS COM 231021106 17 1 6.25 7 40.00 0.0018
2025-07-14 2025-06-30 13F CUMMINS COM 231021106 16 -4 -20.00 5 -16.67 0.0015
2025-04-17 2025-03-31 13F CUMMINS COM 231021106 20 0 0.00 6 0.00 0.0021
2025-01-13 2024-12-31 13F CUMMINS COM 231021106 20 -48 -70.59 7 -72.73 0.0022
2024-11-04 2024-09-30 13F CUMMINS COM 231021106 68 43 172.00 22 266.67 0.0073
2024-08-09 2024-06-30 13F CUMMINS COM 231021106 25 0 0.00 7 -14.29 0.0026
2024-08-08 2024-03-31 13F CUMMINS COM 231021106 25 -45 -64.29 7 -56.25 0.0028
2024-08-08 2023-12-31 13F CUMMINS COM 231021106 70 54 337.50 17 433.33 0.0068
2024-08-08 2023-09-30 13F CUMMINS COM 231021106 16 -3 -15.79 4 -25.00 0.0016
2024-08-08 2023-06-30 13F CUMMINS COM 231021106 19 3 18.75 5 33.33 0.0020
2024-08-07 2023-03-31 13F CUMMINS COM 231021106 16 0 0.00 4 0.00 0.0017
2024-08-07 2022-12-31 13F CUMMINS COM 231021106 16 10 166.67 4 200.00 0.0019
2024-08-07 2022-09-30 13F CUMMINS COM 231021106 6 6 1 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.