Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionKeebeck Wealth Management, LLC
Latest Disclosed Ownership1,372 shares
Latest Disclosed Value $ 738,163
Keebeck Wealth Management, LLC reports 42.18% increase in ownership of CMI / Cummins Inc.

On May 14, 2026 - Keebeck Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,372 shares of Cummins Inc. (MX:CMI) valued at $738,163 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 965 shares of Cummins Inc.. This represents a change in shares of 42.18% 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)
2026-05-14 2026-03-31 13F CUMMINS COM 231021106 1,372 407 42.18 738 50.00 0.0830
2026-02-17 2025-12-31 13F CUMMINS COM 231021106 965 205 26.97 493 53.27 0.0568
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 760 -200 -20.83 321 2.23 0.0379
2025-08-14 2025-06-30 13F CUMMINS COM 231021106 960 0 0.00 314 4.67 0.0411
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 960 0 0.00 301 -10.18 0.0444
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 960 0 0.00 335 7.74 0.0482
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 960 0 0.00 311 16.98 0.0450
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 960 0 0.00 266 -6.03 0.0390
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 960 -40 -4.00 283 17.99 0.0416
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 1,000 40 4.17 240 9.13 0.0395
2023-11-14 2023-09-30 13F CUMMINS COM 231021106 960 0 0.00 219 -6.81 0.0382
2023-08-14 2023-06-30 13F CUMMINS COM 231021106 960 -3 -0.31 235 2.17 0.0323
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 963 0 0.00 230 -1.29 0.0371
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 963 963 233 0.0410
2022-05-16 2022-03-31 13F Cummins COM 231021106 0 -952 -100.00 0 -100.00
2022-02-14 2021-12-31 13F Cummins COM 231021106 952 0 0.00 208 -2.80 0.0371
2021-11-16 2021-09-30 13F Cummins COM 231021106 952 0 0.00 214 -7.76 0.0422
2021-08-16 2021-06-30 13F Cummins COM 231021106 952 0 0.00 232 -6.07 0.0334
2021-05-13 2021-03-31 13F Cummins COM 231021106 952 0 0.00 247 14.35 0.0384
2021-02-16 2020-12-31 13F Cummins COM 231021106 952 0 0.00 216 7.46 0.0376
2020-11-02 2020-09-30 13F Cummins COM 231021106 952 0 0.00 201 22.56 0.0415
2020-08-06 2020-06-30 13F Cummins COM 231021106 952 952 164 0.0519
2020-05-14 2020-03-31 13F Cummins COM 231021106 0 -952 -100.00 0 -100.00
2020-02-14 2019-12-31 13F Cummins COM 231021106 952 952 170 0.0539
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.