Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionParcion Private Wealth LLC
Latest Disclosed Ownership14,992 shares
Latest Disclosed Value $ 8,065,867
Parcion Private Wealth LLC reports 3.69% decrease in ownership of CMI / Cummins Inc.

On April 22, 2026 - Parcion Private Wealth LLC filed a 13F-HR form disclosing ownership of 14,992 shares of Cummins Inc. (MX:CMI) valued at $8,065,867 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 15,566 shares of Cummins Inc.. This represents a change in shares of -3.69% 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)
2026-04-22 2026-03-31 13F CUMMINS COM 231021106 14,992 -574 -3.69 8,066 1.51 0.4997
2026-01-26 2025-12-31 13F CUMMINS COM 231021106 15,566 -162 -1.03 7,946 19.60 0.4835
2025-10-14 2025-09-30 13F CUMMINS COM 231021106 15,728 28 0.18 6,643 29.22 0.4145
2025-07-30 2025-06-30 13F CUMMINS COM 231021106 15,700 -153 -0.97 5,142 3.48 0.3672
2025-05-02 2025-03-31 13F CUMMINS COM 231021106 15,853 740 4.90 4,969 -5.69 0.4050
2025-02-03 2024-12-31 13F CUMMINS COM 231021106 15,113 -2 -0.01 5,268 7.64 0.4024
2024-10-23 2024-09-30 13F CUMMINS COM 231021106 15,115 627 4.33 4,894 21.98 0.4070
2024-08-06 2024-06-30 13F CUMMINS COM 231021106 14,488 -375 -2.52 4,012 -8.38 0.3667
2024-04-24 2024-03-31 13F CUMMINS COM 231021106 14,863 429 2.97 4,379 26.67 0.3855
2024-01-23 2023-12-31 13F CUMMINS COM 231021106 14,434 3,979 38.06 3,458 44.77 0.3164
2023-10-27 2023-09-30 13F CUMMINS COM 231021106 10,455 -3,036 -22.50 2,389 -27.79 0.2479
2023-08-02 2023-06-30 13F CUMMINS COM 231021106 13,491 771 6.06 3,307 8.85 0.3338
2023-05-11 2023-03-31 13F CUMMINS COM 231021106 12,720 2,416 23.45 3,039 21.71 0.3176
2023-02-10 2022-12-31 13F CUMMINS COM 231021106 10,304 10,304 2,497 0.2708
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.