Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership1,235 shares
Latest Disclosed Value $ 664,794
Boston Private Wealth Llc reports 0.56% decrease in ownership of CMI / Cummins Inc.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 1,235 shares of Cummins Inc. (MX:CMI) valued at $664,794 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,242 shares of Cummins Inc.. This represents a change in shares of -0.56% 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)
2026-04-17 2026-03-31 13F CUMMINS COM 231021106 1,235 -7 -0.56 665 4.73 0.0438
2026-02-04 2025-12-31 13F CUMMINS COM 231021106 1,242 -79 -5.98 634 13.62 0.0374
2025-11-06 2025-09-30 13F CUMMINS COM 231021106 1,321 -1,091 -45.23 558 -29.28 0.0300
2025-08-14 2025-06-30 13F CUMMINS COM 231021106 2,412 2,412 790 0.0423
2025-05-14 2025-03-31 13F CUMMINS COM 231021106 0 -4,362 -100.00 0 -100.00
2025-02-05 2024-12-31 13F CUMMINS COM 231021106 4,362 4,362 1,521 0.0284
2024-10-18 2024-09-30 13F CUMMINS COM 231021106 0 -5,536 -100.00 0 -100.00
2024-08-06 2024-06-30 13F CUMMINS COM 231021106 5,536 -533 -8.78 1,533 -14.26 0.0379
2024-05-15 2024-03-31 13F CUMMINS COM 231021106 6,069 -164 -2.63 1,788 19.76 0.0399
2024-01-30 2023-12-31 13F CUMMINS COM 231021106 6,233 -378 -5.72 1,493 -1.13 0.0363
2023-10-23 2023-09-30 13F CUMMINS COM 231021106 6,611 -1,049 -13.69 1,510 -19.55 0.0332
2023-07-24 2023-06-30 13F CUMMINS COM 231021106 7,660 -907 -10.59 1,878 -8.26 0.0339
2023-05-12 2023-03-31 13F CUMMINS COM 231021106 8,567 -4,174 -32.76 2,047 -33.72 0.0286
2023-02-10 2022-12-31 13F Cummins COM 231021106 12,741 -5,839 -31.43 3,087 -18.35 0.0417
2022-11-09 2022-09-30 13F Cummins COM 231021106 18,580 -93,503 -83.42 3,781 -82.57 0.0552
2022-08-16 2022-06-30 13F Cummins COM 231021106 112,083 4,273 3.96 21,692 -1.90 0.3337
2022-05-13 2022-03-31 13F Cummins COM 231021106 107,810 104,308 2,978.53 22,113 2,794.37 0.2961
2022-02-15 2021-12-31 13F Cummins COM 231021106 3,502 -4,663 -57.11 764 -58.34 0.0125
2021-11-09 2021-09-30 13F Cummins COM 231021106 8,165 -182 -2.18 1,834 -9.88 0.0236
2021-08-13 2021-06-30 13F Cummins COM 231021106 8,347 -71 -0.84 2,035 -6.65 0.0258
2021-05-11 2021-03-31 13F Cummins COM 231021106 8,418 -260 -3.00 2,180 10.60 0.0304
2021-02-10 2020-12-31 13F CUMMINS INC COM COM 231021106 8,678 249 2.95 1,971 10.73 0.0289
2020-11-10 2020-09-30 13F CUMMINS INC COM COM 231021106 8,429 1,216 16.86 1,780 42.40 0.0294
2020-08-05 2020-06-30 13F CUMMINS INC COM COM 231021106 7,213 -558 -7.18 1,250 18.82 0.0232
2020-05-11 2020-03-31 13F Cummins COM 231021106 7,771 -4,791 -38.14 1,052 -53.20 0.0255
2020-02-13 2019-12-31 13F Cummins COM 231021106 12,562 -1,719 -12.04 2,248 -3.23 0.0409
2019-11-01 2019-09-30 13F Cummins COM 231021106 14,281 -437 -2.97 2,323 -7.85 0.0462
2019-07-10 2019-06-30 13F Cummins COM 231021106 14,718 -244 -1.63 2,521 6.73 0.0847
2019-05-14 2019-03-31 13F Cummins COM 231021106 14,962 -2,078 -12.19 2,362 3.73 0.0933
2019-02-14 2018-12-31 13F Cummins COM 231021106 17,040 -3,619 -17.52 2,277 -24.53 0.0971
2018-11-13 2018-09-30 13F Cummins COM 231021106 20,659 -914 -4.24 3,017 5.12 0.1067
2018-08-14 2018-06-30 13F Cummins COM 231021106 21,573 120 0.56 2,870 -17.46 0.1101
2018-05-11 2018-03-31 13F Cummins COM 231021106 21,453 -4,806 -18.30 3,477 -25.05 0.1334
2018-02-13 2017-12-31 13F Cummins COM 231021106 26,259 -8,696 -24.88 4,639 -21.02 0.1745
2017-11-13 2017-09-30 13F Cummins COM 231021106 34,955 2,512 7.74 5,874 11.61 0.2259
2017-08-04 2017-06-30 13F Cummins COM 231021106 32,443 -11,047 -25.40 5,263 -19.95 0.2065
2017-05-11 2017-03-31 13F Cummins COM 231021106 43,490 249 0.58 6,575 11.27 0.2619
2017-02-15 2016-12-31 13F Cummins COM 231021106 43,241 11,895 37.95 5,909 47.10 0.2445
2016-11-15 2016-09-30 13F/A-1 Cummins COM 231021106 31,346 7,740 32.79 4,017 51.36 0.1634
2016-11-14 2016-09-30 13F Cummins COM 231021106 23,606 0 2,654 0.1083
2016-08-01 2016-06-30 13F Cummins COM 231021106 23,606 1,554 7.05 2,654 9.44 0.1083
2016-05-13 2016-03-31 13F Cummins COM 231021106 22,052 -8,187 -27.07 2,425 -8.87 0.0987
2016-02-12 2015-12-31 13F Cummins COM 231021106 30,239 -6,215 -17.05 2,661 -32.77 0.1050
2015-11-12 2015-09-30 13F Cummins COM 231021106 36,454 10,975 43.07 3,958 18.40 0.1534
2015-08-13 2015-06-30 13F Cummins COM 231021106 25,479 -167 -0.65 3,343 -5.96 0.1106
2015-05-12 2015-03-31 13F Cummins COM 231021106 25,646 8 0.03 3,555 -3.81 0.1148
2015-02-10 2014-12-31 13F Cummins COM 231021106 25,638 25,638 3,696 0.1195
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.