Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership386 shares
Latest Disclosed Value $ 207,676
Evermay Wealth Management Llc ownership in CMI / Cummins Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 386 shares of Cummins Inc. (MX:CMI) valued at $207,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 386 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)
2026-05-11 2026-03-31 13F CUMMINS COM 231021106 386 0 0.00 208 5.08 0.0230
2026-01-22 2025-12-31 13F CUMMINS COM 231021106 386 0 0.00 197 20.86 0.0221
2025-11-05 2025-09-30 13F CUMMINS COM 231021106 386 0 0.00 163 29.37 0.0186
2025-07-30 2025-06-30 13F CUMMINS COM 231021106 386 -150 -27.99 126 -25.00 0.0156
2025-05-07 2025-03-31 13F CUMMINS COM 231021106 536 -1 -0.19 168 -10.16 0.0221
2025-01-24 2024-12-31 13F CUMMINS COM 231021106 537 -200 -27.14 187 -21.43 0.0284
2024-10-25 2024-09-30 13F CUMMINS COM 231021106 737 0 0.00 239 16.67 0.0384
2024-08-01 2024-06-30 13F CUMMINS COM 231021106 737 0 0.00 204 -5.99 0.0327
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 737 -77 -9.46 217 11.28 0.0328
2024-02-12 2023-12-31 13F CUMMINS COM 231021106 814 2 0.25 195 5.41 0.0360
2023-11-14 2023-09-30 13F CUMMINS COM 231021106 812 0 0.00 186 -7.04 0.0379
2023-08-10 2023-06-30 13F CUMMINS COM 231021106 812 0 0.00 199 3.11 0.0383
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 812 0 0.00 194 -1.53 0.0391
2023-01-19 2022-12-31 13F CUMMINS COM 231021106 812 0 0.00 197 18.79 0.0401
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 812 0 0.00 165 5.10 0.0328
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 812 -335 -29.21 157 -33.19 0.0305
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 1,147 -605 -34.53 235 -38.48 0.0394
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 1,752 92 5.54 382 2.41 0.0683
2021-11-12 2021-09-30 13F/A-1 CUMMINS COM 231021106 1,660 0 0.00 373 -7.90 0.0723
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 1,660 0 405 0.0750
2021-08-13 2021-06-30 13F CUMMINS COM 231021106 1,660 0 0.00 405 -5.81 0.0750
2021-05-10 2021-03-31 13F CUMMINS COM 231021106 1,660 -70 -4.05 430 9.41 0.0860
2021-02-16 2020-12-31 13F CUMMINS COM 231021106 1,730 -430 -19.91 393 -13.82 0.0867
2020-11-05 2020-09-30 13F CUMMINS COM 231021106 2,160 -150 -6.49 456 14.00 0.1120
2020-07-20 2020-06-30 13F CUMMINS COM 231021106 2,310 -1,050 -31.25 400 -12.09 0.1053
2020-04-24 2020-03-31 13F CUMMINS COM 231021106 3,360 -125 -3.59 455 -27.08 0.1381
2020-02-11 2019-12-31 13F CUMMINS COM 231021106 3,485 -153 -4.21 624 5.41 0.1534
2019-10-29 2019-09-30 13F CUMMINS COM 231021106 3,638 -60 -1.62 592 -6.62 0.1614
2019-07-23 2019-06-30 13F CUMMINS COM 231021106 3,698 -100 -2.63 634 5.67 0.1761
2019-05-03 2019-03-31 13F CUMMINS COM 231021106 3,798 35 0.93 600 19.28 0.1696
2019-01-24 2018-12-31 13F CUMMINS COM 231021106 3,763 -100 -2.59 503 -10.82 0.1629
2018-10-29 2018-09-30 13F CUMMINS COM 231021106 3,863 90 2.39 564 12.35 0.1761
2018-08-03 2018-06-30 13F CUMMINS COM 231021106 3,773 -50 -1.31 502 -19.03 0.1672
2018-05-04 2018-03-31 13F CUMMINS COM 231021106 3,823 1,365 55.53 620 42.86 0.2137
2018-02-07 2017-12-31 13F CUMMINS COM 231021106 2,458 2,458 434 0.1589
2014-11-04 2014-09-30 13F CUMMINS COM 231021106 0 -2,255 -100.00 0 -100.00
2014-08-06 2014-06-30 13F CUMMINS COM 231021106 2,255 -700 -23.69 348 -20.91 0.3011
2014-05-09 2014-03-31 13F CUMMINS COM 231021106 2,955 2,955 440 0.4687
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.