Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership786 shares
Latest Disclosed Value $ 422,884
Avantax Planning Partners, Inc. ownership in CMI / Cummins Inc.

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 786 shares of Cummins Inc. (MX:CMI) valued at $422,884 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 786 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)
2026-05-04 2026-03-31 13F CUMMINS COM 231021106 786 0 0.00 423 5.24 0.0116
2026-02-05 2025-12-31 13F CUMMINS COM 231021106 786 -28 -3.44 401 16.91 0.0112
2025-10-31 2025-09-30 13F CUMMINS COM 231021106 814 -6 -0.73 344 27.99 0.0099
2025-08-11 2025-06-30 13F CUMMINS COM 231021106 820 -3 -0.36 269 4.28 0.0085
2025-04-29 2025-03-31 13F CUMMINS COM 231021106 823 -111 -11.88 258 -20.92 0.0091
2025-02-07 2024-12-31 13F CUMMINS COM 231021106 934 12 1.30 326 9.06 0.0117
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 922 -1,025 -52.65 299 -44.71 0.0107
2024-08-09 2024-06-30 13F CUMMINS COM 231021106 1,947 4 0.21 539 -5.77 0.0173
2024-05-03 2024-03-31 13F CUMMINS COM 231021106 1,943 -182 -8.56 572 12.60 0.0185
2024-02-09 2023-12-31 13F CUMMINS COM 231021106 2,125 623 41.48 509 48.10 0.0194
2023-11-06 2023-09-30 13F CUMMINS COM 231021106 1,502 21 1.42 343 -5.25 0.0144
2023-07-18 2023-06-30 13F CUMMINS COM 231021106 1,481 103 7.47 363 10.03 0.0144
2023-04-21 2023-03-31 13F CUMMINS COM 231021106 1,378 25 1.85 329 0.61 0.0134
2023-02-10 2022-12-31 13F CUMMINS COM 231021106 1,353 2 0.15 328 18.91 0.0130
2022-10-14 2022-09-30 13F CUMMINS COM 231021106 1,351 -118 -8.03 275 -3.17 0.0124
2022-07-18 2022-06-30 13F CUMMINS COM 231021106 1,469 287 24.28 284 17.36 0.0121
2022-05-09 2022-03-31 13F CUMMINS COM 231021106 1,182 2 0.17 242 -5.84 0.0096
2022-01-28 2021-12-31 13F CUMMINS COM 231021106 1,180 52 4.61 257 1.58 0.0106
2021-10-27 2021-09-30 13F CUMMINS COM 231021106 1,128 2 0.18 253 -8.00 0.0117
2021-08-10 2021-06-30 13F CUMMINS COM 231021106 1,126 2 0.18 275 -5.50 0.0129
2021-05-06 2021-03-31 13F CUMMINS COM 231021106 1,124 217 23.93 291 41.26 0.0150
2021-02-04 2020-12-31 13F CUMMINS COM 231021106 907 907 206 0.0106
2020-04-27 2020-03-31 13F CUMMINS COM 231021106 0 -1,508 -100.00 0 -100.00
2020-01-15 2019-12-31 13F CUMMINS COM 231021106 1,508 -6 -0.40 270 9.76 0.0159
2019-11-08 2019-09-30 13F CUMMINS COM 231021106 1,514 -698 -31.56 246 -34.22 0.0151
2019-08-07 2019-06-30 13F CUMMINS COM 231021106 2,212 211 10.54 374 18.35 0.0242
2019-05-08 2019-03-31 13F CUMMINS COM 231021106 2,001 81 4.22 316 22.96 0.0219
2019-02-14 2018-12-31 13F CUMMINS COM 231021106 1,920 -99 -4.90 257 -12.88 0.0194
2018-11-13 2018-09-30 13F CUMMINS COM 231021106 2,019 -112 -5.26 295 3.51 0.0236
2018-08-13 2018-06-30 13F CUMMINS COM 231021106 2,131 -47 -2.16 285 -19.26 0.0255
2018-05-15 2018-03-31 13F CUMMINS COM 231021106 2,178 -222 -9.25 353 -16.75 0.0303
2018-02-09 2017-12-31 13F CUMMINS COM 231021106 2,400 -907 -27.43 424 -23.74 0.0388
2017-10-19 2017-09-30 13F CUMMINS COM 231021106 3,307 256 8.39 556 12.32 0.0438
2017-07-27 2017-06-30 13F CUMMINS COM 231021106 3,051 77 2.59 495 10.00 0.0417
2017-04-12 2017-03-31 13F CUMMINS COM 231021106 2,974 138 4.87 450 15.98 0.0402
2017-02-09 2016-12-31 13F CUMMINS COM 231021106 2,836 2,836 388 0.0414
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.