Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership2,791 shares
Latest Disclosed Value $ 1,501,390
IHT Wealth Management, LLC reports 21.11% decrease in ownership of CMI / Cummins Inc.

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,791 shares of Cummins Inc. (MX:CMI) valued at $1,501,390 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,538 shares of Cummins Inc.. This represents a change in shares of -21.11% 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)
2026-05-15 2026-03-31 13F Cummins COM 231021106 2,791 -747 -21.11 1,501 -16.89 0.0347
2026-02-17 2025-12-31 13F Cummins COM 231021106 3,538 -675 -16.02 1,806 1.52 0.0439
2025-11-14 2025-09-30 13F Cummins COM 231021106 4,213 35 0.84 1,779 30.04 0.0450
2025-08-14 2025-06-30 13F Cummins COM 231021106 4,178 470 12.68 1,368 17.73 0.0376
2025-05-15 2025-03-31 13F Cummins COM 231021106 3,708 94 2.60 1,162 -7.70 0.0363
2025-02-14 2024-12-31 13F Cummins COM 231021106 3,614 -3,475 -49.02 1,260 -45.28 0.0406
2024-11-14 2024-09-30 13F Cummins COM 231021106 7,089 1,711 31.81 2,302 54.53 0.0653
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 5,378 1,106 25.89 1,489 18.36 0.0555
2024-05-15 2024-03-31 13F Cummins COM 231021106 4,272 -1,544 -26.55 1,259 -9.69 0.0505
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 5,816 113 1.98 1,393 6.99 0.0621
2023-11-14 2023-09-30 13F CUMMINS COM 231021106 5,703 623 12.26 1,303 4.58 0.0661
2023-08-15 2023-06-30 13F CUMMINS COM 231021106 5,080 462 10.00 1,245 12.87 0.0649
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 4,618 11 0.24 1,103 -1.16 0.0630
2023-02-15 2022-12-31 13F CUMMINS COM 231021106 4,607 112 2.49 1,116 21.97 0.0701
2022-11-22 2022-09-30 13F CUMMINS COM 231021106 4,495 1,795 66.48 915 74.95 0.0695
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 2,700 2 0.07 523 -5.42 0.0461
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 2,698 -93 -3.33 553 -9.20 0.0419
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 2,791 -76 -2.65 609 -5.43 0.0449
2021-11-15 2021-09-30 13F CUMMINS COM 231021106 2,867 4 0.14 644 -7.74 0.0524
2021-08-16 2021-06-30 13F CUMMINS COM 231021106 2,863 -76 -2.59 698 -8.28 0.0443
2021-05-18 2021-03-31 13F CUMMINS COM 231021106 2,939 62 2.16 761 16.54 0.0547
2021-02-17 2020-12-31 13F CUMMINS COM 231021106 2,877 177 6.56 653 14.56 0.0543
2020-11-19 2020-09-30 13F CUMMINS COM 231021106 2,700 388 16.78 570 42.14 0.0572
2020-08-14 2020-06-30 13F CUMMINS COM 231021106 2,312 -32 -1.37 401 26.50 0.0549
2020-05-13 2020-03-31 13F CUMMINS COM 231021106 2,344 -471 -16.73 317 -37.10 0.0456
2020-02-18 2019-12-31 13F CUMMINS COM 231021106 2,815 97 3.57 504 14.03 0.0597
2019-11-15 2019-09-30 13F CUMMINS COM 231021106 2,718 55 2.07 442 -3.07 0.0601
2019-08-12 2019-06-30 13F CUMMINS COM 231021106 2,663 24 0.91 456 9.35 0.0662
2019-05-16 2019-03-31 13F CUMMINS COM 231021106 2,639 220 9.09 417 29.10 0.0695
2019-02-14 2018-12-31 13F CUMMINS COM 231021106 2,419 189 8.48 323 -0.92 0.0622
2018-11-14 2018-09-30 13F CUMMINS COM 231021106 2,230 71 3.29 326 13.59 0.0705
2018-08-13 2018-06-30 13F CUMMINS COM 231021106 2,159 -333 -13.36 287 -27.53 0.0733
2018-05-14 2018-03-31 13F CUMMINS COM 231021106 2,492 -115 -4.41 396 -16.63 0.1063
2018-02-14 2017-12-31 13F CUMMINS COM 231021106 2,607 706 37.14 475 45.71 0.1257
2017-11-14 2017-09-30 13F CUMMINS COM 231021106 1,901 26 1.39 326 -28.67 0.1388
2017-08-14 2017-06-30 13F/A-1 CUMMINS COM 231021106 1,875 -74 -3.80 457 56.51 0.2214
2017-08-14 2017-06-30 13F CUMMINS COM 231021106 1,875 -74 8
2017-05-15 2017-03-31 13F CUMMINS COM 231021106 1,949 173 9.74 292 17.74 0.1947
2017-02-14 2016-12-31 13F CUMMINS COM 231021106 1,776 1,776 248 0.1875
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.