Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionHB Wealth Management, LLC
Latest Disclosed Ownership9,760 shares
Latest Disclosed Value $ 5,251,439
HB Wealth Management, LLC reports 6.77% increase in ownership of CMI / Cummins Inc.

On April 27, 2026 - HB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 9,760 shares of Cummins Inc. (MX:CMI) valued at $5,251,439 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 9,141 shares of Cummins Inc.. This represents a change in shares of 6.77% 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)
2026-04-27 2026-03-31 13F CUMMINS COM 231021106 9,760 619 6.77 5,251 12.54 0.0340
2026-01-28 2025-12-31 13F CUMMINS COM 231021106 9,141 674 7.96 4,666 30.48 0.0302
2025-10-23 2025-09-30 13F CUMMINS COM 231021106 8,467 2,068 32.32 3,576 70.69 0.0242
2025-07-17 2025-06-30 13F CUMMINS COM 231021106 6,399 205 3.31 2,096 7.93 0.0167
2025-05-07 2025-03-31 13F CUMMINS COM 231021106 6,194 3,240 109.68 1,942 88.63 0.0163
2025-01-15 2024-12-31 13F CUMMINS COM 231021106 2,954 -115 -3.75 1,030 3.63 0.0105
2024-10-15 2024-09-30 13F CUMMINS COM 231021106 3,069 239 8.45 994 26.82 0.0107
2024-07-26 2024-06-30 13F CUMMINS COM 231021106 2,830 232 8.93 784 2.35 0.0091
2024-04-30 2024-03-31 13F CUMMINS COM 231021106 2,598 101 4.04 766 27.93 0.0096
2024-01-16 2023-12-31 13F CUMMINS COM 231021106 2,497 -259 -9.40 598 -4.93 0.0086
2023-10-13 2023-09-30 13F CUMMINS COM 231021106 2,756 532 23.92 630 15.41 0.0102
2023-07-13 2023-06-30 13F CUMMINS COM 231021106 2,224 490 28.26 545 31.64 0.0087
2023-04-13 2023-03-31 13F CUMMINS COM 231021106 1,734 32 1.88 414 0.49 0.0072
2023-01-20 2022-12-31 13F CUMMINS COM 231021106 1,702 88 5.45 412 25.61 0.0075
2022-10-19 2022-09-30 13F CUMMINS COM 231021106 1,614 430 36.32 328 43.23 0.0070
2022-07-15 2022-06-30 13F CUMMINS COM 231021106 1,184 109 10.14 229 4.09 0.0047
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 1,075 1,075 220 0.0041
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.