Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionBuckingham Strategic Partners
Latest Disclosed Ownership6,188 shares
Latest Disclosed Value $ 3,326,963
Buckingham Strategic Partners reports 11.14% increase in ownership of CMI / Cummins Inc.

On May 13, 2026 - Buckingham Strategic Partners filed a 13F-HR form disclosing ownership of 6,188 shares of Cummins Inc. (MX:CMI) valued at $3,326,963 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 5,568 shares of Cummins Inc.. This represents a change in shares of 11.14% 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)
2026-05-13 2026-03-31 13F CUMMINS COM 231021106 6,188 620 11.14 3,327 17.03 0.0335
2026-02-11 2025-12-31 13F CUMMINS COM 231021106 5,568 229 4.29 2,843 15.81 0.0349
2025-11-12 2025-09-30 13F CUMMINS COM 231021106 5,339 1,595 42.60 2,455 100.33 0.0278
2025-07-31 2025-06-30 13F CUMMINS COM 231021106 3,744 -763 -16.93 1,226 -13.24 0.0164
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 4,507 2,003 79.99 1,413 61.74 0.0215
2025-02-18 2024-12-31 13F CUMMINS COM 231021106 2,504 867 52.96 873 64.72 0.0147
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 1,637 462 39.32 530 63.08 0.0112
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 1,175 -27 -2.25 325 -8.19 0.0085
2024-05-15 2024-03-31 13F CUMMINS COM 231021106 1,202 1,202 354 0.0102
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 0 -1,666 -100.00 0 -100.00
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 1,666 1,666 339 0.0200
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.