Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionEssex Financial Services, Inc.
Latest Disclosed Ownership6,399 shares
Latest Disclosed Value $ 3,443,023
Essex Financial Services, Inc. reports 0.02% decrease in ownership of CMI / Cummins Inc.

On April 24, 2026 - Essex Financial Services, Inc. filed a 13F-HR form disclosing ownership of 6,399 shares of Cummins Inc. (MX:CMI) valued at $3,443,023 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6,400 shares of Cummins Inc.. This represents a change in shares of -0.02% 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)
2026-04-24 2026-03-31 13F CUMMINS COM 231021106 6,399 -1 -0.02 3,443 5.42 0.1932
2026-02-10 2025-12-31 13F CUMMINS COM 231021106 6,400 -8 -0.12 3,267 20.69 0.1859
2025-11-07 2025-09-30 13F CUMMINS COM 231021106 6,408 154 2.46 2,707 32.13 0.1619
2025-07-16 2025-06-30 13F CUMMINS COM 231021106 6,254 -17 -0.27 2,048 4.22 0.1344
2025-04-25 2025-03-31 13F CUMMINS COM 231021106 6,271 -204 -3.15 1,965 -12.94 0.1416
2025-01-29 2024-12-31 13F CUMMINS COM 231021106 6,475 289 4.67 2,257 10.37 0.1595
2024-10-24 2024-09-30 13F CUMMINS COM 231021106 6,186 -2,064 -25.02 2,046 -16.60 0.1471
2024-08-09 2024-06-30 13F/A-1 CUMMINS COM 231021106 8,250 2,822 51.99 2,452 53.35 0.1820
2024-07-31 2024-06-30 13F CUMMINS COM 231021106 8,241 2,813 2,282 0.1697
2024-04-24 2024-03-31 13F CUMMINS INC COM Stock 231021106 5,428 216 4.14 1,599 28.13 0.1475
2024-02-06 2023-12-31 13F CUMMINS INC COM Stock 231021106 5,212 98 1.92 1,249 6.85 0.1291
2023-11-15 2023-09-30 13F CUMMINS INC COM Stock 231021106 5,114 6 0.12 1,168 -6.71 0.1353
2023-08-09 2023-06-30 13F CUMMINS INC COM Stock 231021106 5,108 5 0.10 1,252 2.71 0.1424
2023-05-11 2023-03-31 13F CUMMINS INC COM Stock 231021106 5,103 3 0.06 1,219 121,800.00 0.1283
2023-02-10 2022-12-31 13F CUMMINS INC COM Stock 231021106 5,100 10 0.20 1 -99.90 0.1309
2022-11-07 2022-09-30 13F CUMMINS INC COM Stock 231021106 5,090 4 0.08 1,036 5.28 0.1235
2022-08-01 2022-06-30 13F CUMMINS INC COM Stock 231021106 5,086 -818 -13.86 984 -18.74 0.1095
2022-04-21 2022-03-31 13F/A-1 CUMMINS INC COM COM 231021106 5,904 491 9.07 1,211 2.54 0.1162
2022-04-21 2022-03-31 13F CUMMINS INC COM COM 231021106 5,413 0 1,181 0.1168
2022-02-11 2021-12-31 13F CUMMINS INC COM COM 231021106 5,413 512 10.45 1,181 7.36 0.1168
2021-11-10 2021-09-30 13F CUMMINS COM 231021106 4,901 759 18.32 1,100 2.52 0.1258
2021-07-30 2021-06-30 13F CUMMINS COM 231021106 4,142 0 0.00 1,073 0.00 0.1554
2021-05-11 2021-03-31 13F CUMMINS COM 231021106 4,142 1,199 40.74 1,073 60.63 0.1924
2021-02-05 2020-12-31 13F CUMMINS COM 231021106 2,943 -1,000 -25.36 668 -19.81 0.1322
2020-11-10 2020-09-30 13F CUMMINS COM 231021106 3,943 1,050 36.29 833 66.27 0.2046
2020-08-06 2020-06-30 13F CUMMINS COM 231021106 2,893 -653 -18.42 501 4.38 0.1545
2020-05-15 2020-03-31 13F CUMMINS COM 231021106 3,546 -1,649 -31.74 480 -48.39 0.1711
2020-01-30 2019-12-31 13F CUMMINS COM 231021106 5,195 1,555 42.72 930 57.09 0.2565
2019-11-04 2019-09-30 13F CUMMINS COM 231021106 3,640 351 10.67 592 4.96 0.1908
2019-07-30 2019-06-30 13F CUMMINS COM 231021106 3,289 -62 -1.85 564 6.62 0.1665
2019-05-02 2019-03-31 13F CUMMINS COM 231021106 3,351 -720 -17.69 529 -2.76 0.1599
2019-02-07 2018-12-31 13F CUMMINS COM 231021106 4,071 -500 -10.94 544 -18.56 0.1665
2018-11-05 2018-09-30 13F CUMMINS COM 231021106 4,571 239 5.52 668 15.97 0.1471
2018-08-07 2018-06-30 13F CUMMINS COM 231021106 4,332 395 10.03 576 -9.72 0.1388
2018-05-03 2018-03-31 13F CUMMINS COM 231021106 3,937 -88 -2.19 638 -10.27 0.1251
2018-02-07 2017-12-31 13F CUMMINS COM 231021106 4,025 4 0.10 711 5.18 0.1690
2017-11-03 2017-09-30 13F CUMMINS COM 231021106 4,021 17 0.42 676 4.00 0.1660
2017-08-07 2017-06-30 13F CUMMINS COM 231021106 4,004 -2,696 -40.24 650 -35.83 0.1370
2017-05-08 2017-03-31 13F CUMMINS COM 231021106 6,700 -184 -2.67 1,013 7.65 0.2328
2017-01-31 2016-12-31 13F CUMMINS COM 231021106 6,884 5 0.07 941 6.69 0.2018
2016-11-10 2016-09-30 13F CUMMINS COM 231021106 6,879 5 0.07 882 14.10 0.2099
2016-07-28 2016-06-30 13F CUMMINS COM 231021106 6,874 -2,160 -23.91 773 -22.16 0.1870
2016-05-11 2016-03-31 13F CUMMINS COM 231021106 9,034 -957 -9.58 993 12.97 0.2459
2016-02-05 2015-12-31 13F CUMMINS COM 231021106 9,991 -1,829 -15.47 879 -31.49 0.2111
2015-10-06 2015-09-30 13F CUMMINS COM 231021106 11,820 26 0.22 1,283 -17.07 0.3333
2015-07-28 2015-06-30 13F CUMMINS COM 231021106 11,794 46 0.39 1,547 -5.03 0.3984
2015-05-07 2015-03-31 13F CUMMINS COM 231021106 11,748 -1,477 -11.17 1,629 -14.58 0.4186
2015-01-07 2014-12-31 13F CUMMINS COM 231021106 13,225 -868 -6.16 1,907 2.53 0.4964
2014-10-31 2014-09-30 13F CUMMINS COM 231021106 14,093 -58 -0.41 1,860 -14.80 0.5559
2014-07-29 2014-06-30 13F CUMMINS COM 231021106 14,151 415 3.02 2,183 6.64 0.6536
2014-05-08 2014-03-31 13F CUMMINS COM 231021106 13,736 1,790 14.98 2,047 21.56 0.6686
2014-02-12 2013-12-31 13F/A-1 CUMMINS COM 231021106 11,946 1,881 18.69 1,684 25.95 0.5695
2014-02-11 2013-12-31 13F CUMMINS COM 231021106 11,946 1,684
2013-11-14 2013-09-30 13F CUMMINS COM 231021106 10,065 -28 -0.28 1,337 22.10 0.4201
2013-08-14 2013-06-30 13F CUMMINS COM 231021106 10,093 10,093 1,095 0.3829
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.