Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionEdge Wealth Management LLC
Latest Disclosed Ownership500 shares
Latest Disclosed Value $ 269,010
Edge Wealth Management LLC ownership in CMI / Cummins Inc.

On April 20, 2026 - Edge Wealth Management LLC filed a 13F-HR form disclosing ownership of 500 shares of Cummins Inc. (MX:CMI) valued at $269,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 500 shares of Cummins Inc.. This represents a change in shares of 0.00% 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)
2026-04-20 2026-03-31 13F CUMMINS COM 231021106 500 0 0.00 269 5.49 0.0460
2026-01-12 2025-12-31 13F CUMMINS COM 231021106 500 0 0.00 255 20.85 0.0451
2025-10-14 2025-09-30 13F CUMMINS COM 231021106 500 500 211 0.0374
2022-04-14 2022-03-31 13F CUMMINS COM 231021106 0 -513 -100.00 0 -100.00
2022-01-21 2021-12-31 13F/A-1 CUMMINS COM 231021106 513 0 0.00 112 -2.61 0.0205
2022-01-14 2021-12-31 13F CUMMINS COM 231021106 513 0 112 0.0205
2021-10-13 2021-09-30 13F CUMMINS COM 231021106 513 13 2.60 115 -4.96 0.0224
2021-07-23 2021-06-30 13F CUMMINS COM 231021106 500 0 0.00 121 -6.92 0.0246
2021-04-09 2021-03-31 13F CUMMINS COM 231021106 500 0 0.00 130 15.04 0.0276
2021-01-19 2020-12-31 13F CUMMINS COM 231021106 500 0 0.00 113 6.60 0.0257
2020-10-21 2020-09-30 13F CUMMINS COM 231021106 500 0 0.00 106 21.84 0.0244
2020-08-03 2020-06-30 13F CUMMINS COM 231021106 500 0 0.00 87 26.09 0.0165
2020-04-20 2020-03-31 13F CUMMINS COM 231021106 500 0 0.00 69 -22.47 0.0150
2020-01-29 2019-12-31 13F CUMMINS COM 231021106 500 0 0.00 89 9.88 0.0178
2019-10-21 2019-09-30 13F CUMMINS COM 231021106 500 500 81 0.0186
2019-01-11 2018-12-31 13F CUMMINS COM 231021106 0 -700 -100.00 0 -100.00
2018-10-22 2018-09-30 13F CUMMINS COM 231021106 700 700 102 0.0245
2015-10-07 2015-09-30 13F CUMMINS COM 231021106 0 -626 -100.00 0 -100.00
2015-07-07 2015-06-30 13F CUMMINS COM 231021106 626 0 0.00 82 -5.75 0.0281
2015-04-06 2015-03-31 13F CUMMINS COM 231021106 626 0 0.00 87 -4.40 0.0292
2015-01-12 2014-12-31 13F CUMMINS COM 231021106 626 0 0.00 91 9.64 0.0334
2014-10-07 2014-09-30 13F CUMMINS COM 231021106 626 0 0.00 83 -13.54 0.0320
2014-07-25 2014-06-30 13F/A-1 CUMMINS COM 231021106 626 0 0.00 96 3.23 0.0399
2014-07-11 2014-06-30 13F CUMMINS COM 231021106 626 96
2014-04-08 2014-03-31 13F CUMMINS COM 231021106 626 0 0.00 93 5.68 0.0389
2014-01-16 2013-12-31 13F CUMMINS COM 231021106 626 0 0.00 88 6.02 0.0407
2013-10-07 2013-09-30 13F CUMMINS COM 231021106 626 0 0.00 83 20.29 0.0507
2013-07-18 2013-06-30 13F CUMMINS COM 231021106 626 626 69 0.0461
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.