Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionLinscomb & Williams, Inc.
Latest Disclosed Ownership27,956 shares
Latest Disclosed Value $ 15,041,049
Linscomb & Williams, Inc. reports 26.48% decrease in ownership of CMI / Cummins Inc.

On May 11, 2026 - Linscomb & Williams, Inc. filed a 13F-HR form disclosing ownership of 27,956 shares of Cummins Inc. (MX:CMI) valued at $15,041,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 38,027 shares of Cummins Inc.. This represents a change in shares of -26.48% 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)
2026-05-11 2026-03-31 13F CUMMINS COM 231021106 27,956 -10,071 -26.48 15,041 -22.51 0.6693
2026-02-10 2025-12-31 13F CUMMINS COM 231021106 38,027 -439 -1.14 19,411 19.48 0.8148
2025-11-05 2025-09-30 13F CUMMINS COM 231021106 38,466 -576 -1.48 16,247 27.06 0.6999
2025-08-04 2025-06-30 13F CUMMINS COM 231021106 39,042 1,073 2.83 12,786 7.44 0.5877
2025-05-12 2025-03-31 13F CUMMINS COM 231021106 37,969 -498 -1.29 11,901 -11.25 0.5927
2025-02-05 2024-12-31 13F CUMMINS COM 231021106 38,467 79 0.21 13,410 7.88 0.6676
2024-11-06 2024-09-30 13F CUMMINS COM 231021106 38,388 -743 -1.90 12,430 14.70 0.6162
2024-08-07 2024-06-30 13F CUMMINS COM 231021106 39,131 -586 -1.48 10,837 -7.40 0.5607
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 39,717 302 0.77 11,702 23.94 0.6020
2024-02-06 2023-12-31 13F CUMMINS COM 231021106 39,415 -1,159 -2.86 9,443 1.87 0.5198
2023-10-10 2023-09-30 13F CUMMINS COM 231021106 40,574 -1,774 -4.19 9,270 -10.72 0.5422
2023-08-09 2023-06-30 13F CUMMINS COM 231021106 42,348 -2,134 -4.80 10,382 -2.29 0.5602
2023-05-11 2023-03-31 13F CUMMINS COM 231021106 44,482 -555 -1.23 10,626 -2.62 0.5573
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 45,037 1,501 3.45 10,912 23.15 0.5539
2022-11-09 2022-09-30 13F CUMMINS COM 231021106 43,536 489 1.14 8,860 6.35 0.5379
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 43,047 945 2.24 8,331 -3.52 0.4776
2022-05-17 2022-03-31 13F CUMMINS COM 231021106 42,102 1,692 4.19 8,635 -2.04 0.4124
2022-02-10 2021-12-31 13F CUMMINS COM 231021106 40,410 932 2.36 8,815 -0.56 0.4208
2021-11-03 2021-09-30 13F CUMMINS COM 231021106 39,478 -177 -0.45 8,865 -8.31 0.4569
2021-08-10 2021-06-30 13F CUMMINS COM 231021106 39,655 1,304 3.40 9,668 -2.71 0.4950
2021-05-12 2021-03-31 13F CUMMINS COM 231021106 38,351 1,206 3.25 9,937 17.79 0.5404
2021-02-11 2020-12-31 13F CUMMINS COM 231021106 37,145 -187 -0.50 8,436 7.02 0.5040
2020-11-13 2020-09-30 13F CUMMINS COM 231021106 37,332 719 1.96 7,883 24.26 0.5430
2020-08-11 2020-06-30 13F CUMMINS COM 231021106 36,613 6,013 19.65 6,344 53.20 0.4641
2020-05-11 2020-03-31 13F CUMMINS COM 231021106 30,600 1,906 6.64 4,141 -19.36 0.3660
2020-02-13 2019-12-31 13F CUMMINS COM 231021106 28,694 328 1.16 5,135 11.29 0.3350
2019-11-08 2019-09-30 13F CUMMINS COM 231021106 28,366 1,561 5.82 4,614 0.46 0.3709
2019-08-06 2019-06-30 13F CUMMINS COM 231021106 26,805 556 2.12 4,593 10.83 0.3769
2019-05-09 2019-03-31 13F CUMMINS COM 231021106 26,249 653 2.55 4,144 21.13 0.3488
2019-02-08 2018-12-31 13F CUMMINS COM 231021106 25,596 751 3.02 3,421 -5.73 0.3235
2018-11-08 2018-09-30 13F CUMMINS COM 231021106 24,845 1,744 7.55 3,629 18.13 0.2980
2018-08-07 2018-06-30 13F CUMMINS COM 231021106 23,101 1,060 4.81 3,072 -14.02 0.2612
2018-05-04 2018-03-31 13F CUMMINS COM 231021106 22,041 287 1.32 3,573 -7.03 0.3039
2018-02-02 2017-12-31 13F CUMMINS COM 231021106 21,754 825 3.94 3,843 9.27 0.3158
2017-10-27 2017-09-30 13F CUMMINS COM 231021106 20,929 -126 -0.60 3,517 2.99 0.3020
2017-08-15 2017-06-30 13F CUMMINS COM 231021106 21,055 589 2.88 3,415 10.37 0.3055
2017-04-28 2017-03-31 13F CUMMINS COM 231021106 20,466 1,564 8.27 3,094 19.78 0.2801
2017-02-07 2016-12-31 13F CUMMINS COM 231021106 18,902 1,193 6.74 2,583 13.84 0.2403
2016-11-10 2016-09-30 13F CUMMINS COM 231021106 17,709 1,879 11.87 2,269 27.47 0.2206
2016-08-05 2016-06-30 13F CUMMINS COM 231021106 15,830 1,268 8.71 1,780 11.18 0.1794
2016-05-04 2016-03-31 13F CUMMINS COM 231021106 14,562 14,562 0.00 1,601 0.1733
2016-01-29 2015-12-31 13F CUMMINS COM 231021106 0 0 0 0.0000
2015-11-09 2015-09-30 13F CUMMINS COM 231021106 0 -1,700 -100.00 0 -100.00
2015-08-05 2015-06-30 13F CUMMINS COM 231021106 1,700 33 1.98 223 -3.46 0.0243
2015-05-06 2015-03-31 13F CUMMINS COM 231021106 1,667 1,667 231 0.0248
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.