Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionMoody Lynn & Lieberson, Llc
Latest Disclosed Ownership502 shares
Latest Disclosed Value $ 270,086
Moody Lynn & Lieberson, Llc reports 6.36% increase in ownership of CMI / Cummins Inc.

On April 13, 2026 - Moody Lynn & Lieberson, Llc filed a 13F-HR form disclosing ownership of 502 shares of Cummins Inc. (MX:CMI) valued at $270,086 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 472 shares of Cummins Inc.. This represents a change in shares of 6.36% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F CUMMINS COM 231021106 502 30 6.36 270 12.50 0.0152
2026-01-15 2025-12-31 13F CUMMINS COM 231021106 472 472 241 0.0128
2023-07-27 2023-06-30 13F CUMMINS COM 231021106 0 -6,071 -100.00 0 -100.00
2023-05-02 2023-03-31 13F CUMMINS COM 231021106 6,071 1,587 35.39 1,450 144,900.00 0.1304
2023-02-01 2022-12-31 13F CUMMINS COM 231021106 4,484 4,484 1 0.0994
2022-04-27 2022-03-31 13F CUMMINS ENGINE COM 231021106 0 -15,206 -100.00 0 -100.00
2022-01-26 2021-12-31 13F CUMMINS ENGINE COM 231021106 15,206 -15,810 -50.97 3,317 -52.38 0.2225
2021-10-26 2021-09-30 13F CUMMINS ENGINE COM 231021106 31,016 -20,151 -39.38 6,965 -44.17 0.5221
2021-07-28 2021-06-30 13F CUMMINS ENGINE COM 231021106 51,167 -2,812 -5.21 12,475 -10.80 0.9399
2021-04-23 2021-03-31 13F CUMMINS ENGINE COM 231021106 53,979 -8,267 -13.28 13,986 -1.06 1.1620
2021-01-26 2020-12-31 13F CUMMINS ENGINE COM 231021106 62,246 50,807 444.16 14,136 485.34 1.2132
2020-10-28 2020-09-30 13F CUMMINS ENGINE COM 231021106 11,439 11,439 2,415 0.2393
2020-04-30 2020-03-31 13F CUMMINS ENGINE COM 231021106 0 -10,474 -100.00 0 -100.00
2020-01-28 2019-12-31 13F CUMMINS ENGINE COM 231021106 10,474 -95 -0.90 1,874 9.02 0.1808
2019-10-28 2019-09-30 13F CUMMINS ENGINE COM 231021106 10,569 -600 -5.37 1,719 -10.19 0.1919
2019-07-23 2019-06-30 13F CUMMINS ENGINE COM 231021106 11,169 -22 -0.20 1,914 8.32 0.2104
2019-04-23 2019-03-31 13F CUMMINS ENGINE COM 231021106 11,191 -12 -0.11 1,767 18.04 0.2025
2019-01-29 2018-12-31 13F CUMMINS ENGINE COM 231021106 11,203 -662 -5.58 1,497 -13.62 0.2012
2018-10-29 2018-09-30 13F CUMMINS ENGINE COM 231021106 11,865 -97 -0.81 1,733 8.93 0.1840
2018-07-24 2018-06-30 13F CUMMINS ENGINE COM 231021106 11,962 -261 -2.14 1,591 -19.69 0.1878
2018-04-27 2018-03-31 13F CUMMINS ENGINE COM 231021106 12,223 -22 -0.18 1,981 -13.61 0.2393
2018-02-02 2017-12-31 13F CUMMINS ENGINE COM 231021106 12,245 -4,294 -25.96 2,293 -17.49 0.2447
2017-11-06 2017-09-30 13F CUMMINS ENGINE COM 231021106 16,539 -11,385 -40.77 2,779 -38.65 0.3379
2017-07-26 2017-06-30 13F CUMMINS ENGINE COM 231021106 27,924 10,487 60.14 4,530 71.85 0.5952
2017-05-02 2017-03-31 13F CUMMINS ENGINE COM 231021106 17,437 -342 -1.92 2,636 8.48 0.3702
2017-01-25 2016-12-31 13F CUMMINS ENGINE COM 231021106 17,779 -126 -0.70 2,430 5.88 0.3489
2016-10-25 2016-09-30 13F CUMMINS ENGINE COM 231021106 17,905 296 1.68 2,295 15.91 0.3816
2016-07-29 2016-06-30 13F CUMMINS ENGINE COM 231021106 17,609 -62,757 -78.09 1,980 -77.59 0.3547
2016-05-02 2016-03-31 13F CUMMINS ENGINE COM 231021106 80,366 -6,929 -7.94 8,835 14.99 1.3913
2016-01-28 2015-12-31 13F CUMMINS ENGINE COM 231021106 87,295 87,295 0.00 7,683 1.2085
2014-10-28 2014-09-30 13F CUMMINS ENGINE COM 231021106 0 -56,471 -100.00 0 -100.00
2014-07-30 2014-06-30 13F CUMMINS ENGINE COM 231021106 56,471 21,326 60.68 8,713 66.41 1.1967
2014-04-30 2014-03-31 13F CUMMINS ENGINE COM 231021106 35,145 -11,742 -25.04 5,236 -20.79 0.7584
2014-02-10 2013-12-31 13F CUMMINS ENGINE COM 231021106 46,887 38,522 460.51 6,610 494.96 0.9005
2013-10-29 2013-09-30 13F CUMMINS ENGINE COM 231021106 8,365 8,365 1,111 0.1717
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.