Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership9,255 shares
Latest Disclosed Value $ 4,979,240
BKD Wealth Advisors, LLC reports 3.45% decrease in ownership of CMI / Cummins Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 9,255 shares of Cummins Inc. (MX:CMI) valued at $4,979,240 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 9,586 shares of Cummins Inc.. This represents a change in shares of -3.45% 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)
2026-05-01 2026-03-31 13F CUMMINS COM 231021106 9,255 -331 -3.45 4,979 1.76 0.0945
2026-02-10 2025-12-31 13F CUMMINS COM 231021106 9,586 -249 -2.53 4,893 17.82 0.0924
2025-10-30 2025-09-30 13F CUMMINS COM 231021106 9,835 -480 -4.65 4,154 22.94 0.0825
2025-07-29 2025-06-30 13F CUMMINS COM 231021106 10,315 1,668 19.29 3,378 24.65 0.0729
2025-05-13 2025-03-31 13F CUMMINS COM 231021106 8,647 -413 -4.56 2,710 -14.19 0.0650
2025-02-04 2024-12-31 13F CUMMINS COM 231021106 9,060 -376 -3.98 3,158 3.37 0.0728
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 9,436 65 0.69 3,055 17.73 0.0702
2024-08-09 2024-06-30 13F CUMMINS COM 231021106 9,371 152 1.65 2,595 -4.46 0.0648
2024-04-19 2024-03-31 13F CUMMINS COM 231021106 9,219 719 8.46 2,716 33.40 0.0690
2024-01-11 2023-12-31 13F CUMMINS COM 231021106 8,500 200 2.41 2,036 7.38 0.0567
2023-10-26 2023-09-30 13F CUMMINS COM 231021106 8,300 -4,237 -33.80 1,896 -38.30 0.0572
2023-08-08 2023-06-30 13F CUMMINS COM 231021106 12,537 7,107 130.88 3,074 136.93 0.0901
2023-04-27 2023-03-31 13F CUMMINS COM 231021106 5,430 411 8.19 1,297 6.66 0.0425
2023-02-03 2022-12-31 13F CUMMINS COM 231021106 5,019 439 9.59 1,216 30.47 0.0425
2022-10-14 2022-09-30 13F CUMMINS COM 231021106 4,580 311 7.29 932 12.83 0.0376
2022-07-22 2022-06-30 13F CUMMINS COM 231021106 4,269 -47 -1.09 826 -6.67 0.0334
2022-05-10 2022-03-31 13F CUMMINS COM 231021106 4,316 704 19.49 885 12.31 0.0375
2022-01-14 2021-12-31 13F CUMMINS COM 231021106 3,612 668 22.69 788 19.21 0.0332
2021-10-14 2021-09-30 13F CUMMINS COM 231021106 2,944 174 6.28 661 -2.07 0.0304
2021-07-14 2021-06-30 13F CUMMINS COM 231021106 2,770 424 18.07 675 11.02 0.0314
2021-04-23 2021-03-31 13F CUMMINS COM 231021106 2,346 -616 -20.80 608 -9.66 0.0302
2021-01-22 2020-12-31 13F CUMMINS COM 231021106 2,962 470 18.86 673 27.95 0.0337
2020-11-05 2020-09-30 13F CUMMINS COM 231021106 2,492 -67 -2.62 526 18.74 0.0306
2020-07-15 2020-06-30 13F CUMMINS COM 231021106 2,559 690 36.92 443 75.10 0.0287
2020-04-10 2020-03-31 13F CUMMINS COM 231021106 1,869 1,869 253 0.0207
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.