Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership6,763 shares
Latest Disclosed Value $ 3,638,809
Bedel Financial Consulting, Inc. reports 4.91% decrease in ownership of CMI / Cummins Inc.

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 6,763 shares of Cummins Inc. (MX:CMI) valued at $3,638,809 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 7,112 shares of Cummins Inc.. This represents a change in shares of -4.91% 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)
2026-05-04 2026-03-31 13F CUMMINS COM 231021106 6,763 -349 -4.91 3,639 0.22 0.4043
2026-01-28 2025-12-31 13F CUMMINS COM 231021106 7,112 -29 -0.41 3,630 20.36 0.3906
2025-11-07 2025-09-30 13F CUMMINS COM 231021106 7,141 -17 -0.24 3,016 28.67 0.3850
2025-08-12 2025-06-30 13F CUMMINS COM 231021106 7,158 523 7.88 2,344 18.44 0.3197
2025-05-07 2025-03-31 13F CUMMINS COM 231021106 6,635 56 0.85 1,979 -18.66 0.2836
2025-02-06 2024-12-31 13F CUMMINS COM 231021106 6,579 -34 -0.51 2,434 13.64 0.3380
2024-11-12 2024-09-30 13F CUMMINS COM 231021106 6,613 -465 -6.57 2,141 9.23 0.3021
2024-08-05 2024-06-30 13F CUMMINS COM 231021106 7,078 10 0.14 1,960 -5.86 0.2873
2024-05-07 2024-03-31 13F CUMMINS COM 231021106 7,068 -21 -0.30 2,083 22.61 0.3267
2024-02-13 2023-12-31 13F/A-1 CUMMINS COM 231021106 7,089 -68 -0.95 1,698 3.92 0.3112
2024-02-08 2023-12-31 13F CUMMINS COM 231021106 7,089 -68 1,698 0.3112
2024-02-08 2023-09-30 13F CUMMINS COM 231021106 7,157 44 0.62 1,635 -6.25 0.3310
2023-08-10 2023-06-30 13F CUMMINS COM 231021106 7,113 51 0.72 1,744 3.38 0.3643
2023-05-02 2023-03-31 13F CUMMINS COM 231021106 7,062 35 0.50 1,687 -0.94 0.4108
2023-02-07 2022-12-31 13F CUMMINS COM 231021106 7,027 66 0.95 1,703 3.34 0.4234
2022-11-08 2022-09-30 13F CUMMINS COM 231021106 6,961 15 0.22 1,647 22.54 0.4366
2022-08-04 2022-06-30 13F CUMMINS COM 231021106 6,946 161 2.37 1,344 -3.45 0.3932
2022-04-19 2022-03-31 13F CUMMINS COM 231021106 6,785 103 1.54 1,392 -4.53 0.4374
2022-01-11 2021-12-31 13F CUMMINS COM 231021106 6,682 26 0.39 1,458 -2.47 0.4534
2021-10-12 2021-09-30 13F CUMMINS COM 231021106 6,656 3 0.05 1,495 -7.83 0.5132
2021-08-03 2021-06-30 13F CUMMINS COM 231021106 6,653 201 3.12 1,622 -2.99 0.5646
2021-04-26 2021-03-31 13F CUMMINS COM 231021106 6,452 13 0.20 1,672 14.36 0.6468
2021-02-02 2020-12-31 13F CUMMINS COM 231021106 6,439 14 0.22 1,462 7.74 0.6487
2020-10-20 2020-09-30 13F CUMMINS COM 231021106 6,425 -17 -0.26 1,357 21.59 0.6785
2020-07-14 2020-06-30 13F CUMMINS COM 231021106 6,442 -31 -0.48 1,116 27.40 0.6017
2020-05-06 2020-03-31 13F CUMMINS COM 231021106 6,473 -1,221 -15.87 876 -36.38 0.5793
2020-01-28 2019-12-31 13F CUMMINS COM 231021106 7,694 19 0.25 1,377 10.34 0.7808
2019-10-09 2019-09-30 13F CUMMINS COM 231021106 7,675 210 2.81 1,248 -2.42 0.7512
2019-08-01 2019-06-30 13F CUMMINS COM 231021106 7,465 39 0.53 1,279 9.13 0.7773
2019-05-02 2019-03-31 13F CUMMINS COM 231021106 7,426 -8 -0.11 1,172 17.91 0.7475
2019-01-28 2018-12-31 13F CUMMINS COM 231021106 7,434 895 13.69 994 3.22 0.7152
2018-11-01 2018-09-30 13F CUMMINS COM 231021106 6,539 -237 -3.50 963 6.88 0.6426
2018-07-18 2018-06-30 13F CUMMINS COM 231021106 6,776 812 13.62 901 -6.83 0.6627
2018-05-03 2018-03-31 13F CUMMINS COM 231021106 5,964 139 2.39 967 -6.03 0.7350
2018-02-06 2017-12-31 13F CUMMINS COM 231021106 5,825 5,825 1,029 0.9260
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.