Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionFifth Third Wealth Advisors LLC
Latest Disclosed Ownership15,596 shares
Latest Disclosed Value $ 8,390,960
Fifth Third Wealth Advisors LLC reports 77.45% increase in ownership of CMI / Cummins Inc.

On April 17, 2026 - Fifth Third Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 15,596 shares of Cummins Inc. (MX:CMI) valued at $8,390,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 8,789 shares of Cummins Inc.. This represents a change in shares of 77.45% 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 15,596 6,807 77.45 8,391 87.03 0.2837
2026-01-15 2025-12-31 13F CUMMINS COM 231021106 8,789 2,873 48.56 4,486 79.58 0.1574
2025-10-21 2025-09-30 13F CUMMINS COM 231021106 5,916 414 7.52 2,499 38.70 0.0921
2025-07-25 2025-06-30 13F CUMMINS COM 231021106 5,502 485 9.67 1,802 14.57 0.0756
2025-04-08 2025-03-31 13F CUMMINS COM 231021106 5,017 1,273 34.00 1,573 20.46 0.0814
2025-01-14 2024-12-31 13F CUMMINS COM 231021106 3,744 134 3.71 1,305 11.73 0.0708
2024-11-07 2024-09-30 13F CUMMINS COM 231021106 3,610 82 2.32 1,169 19.55 0.0716
2024-07-23 2024-06-30 13F CUMMINS INC COM COM 231021106 3,528 1,767 100.34 977 88.61 0.0741
2024-04-16 2024-03-31 13F CUMMINS COM 231021106 1,761 151 9.38 519 34.55 0.0808
2024-01-08 2023-12-31 13F CUMMINS COM 231021106 1,610 -492 -23.41 386 -19.79 0.1253
2023-10-17 2023-09-30 13F CUMMINS COM 231021106 2,102 864 69.79 480 58.42 0.1939
2023-07-25 2023-06-30 13F CUMMINS COM 231021106 1,238 1,238 304 0.1957
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.