Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionRiver Wealth Advisors LLC
Latest Disclosed Ownership585 shares
Latest Disclosed Value $ 314,742
River Wealth Advisors LLC reports 12.16% decrease in ownership of CMI / Cummins Inc.

On May 13, 2026 - River Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 585 shares of Cummins Inc. (MX:CMI) valued at $314,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 666 shares of Cummins Inc.. This represents a change in shares of -12.16% 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)
2026-05-13 2026-03-31 13F CUMMINS COM 231021106 585 -81 -12.16 315 -7.37 0.0361
2026-02-13 2025-12-31 13F CUMMINS COM 231021106 666 0 0.00 340 20.64 0.0381
2025-11-12 2025-09-30 13F CUMMINS COM 231021106 666 0 0.00 281 28.90 0.0329
2025-08-13 2025-06-30 13F CUMMINS COM 231021106 666 -60 -8.26 218 -3.96 0.0271
2025-05-14 2025-03-31 13F CUMMINS COM 231021106 726 -43 -5.59 228 -15.30 0.0316
2025-02-13 2024-12-31 13F CUMMINS COM 231021106 769 0 0.00 268 8.06 0.0355
2024-11-12 2024-09-30 13F CUMMINS COM 231021106 769 8 1.05 249 18.10 0.0332
2024-08-13 2024-06-30 13F CUMMINS COM 231021106 761 0 0.00 211 -6.25 0.0302
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 761 761 224 0.0326
2023-11-13 2023-09-30 13F CUMMINS COM 231021106 0 -862 -100.00 0 -100.00
2023-08-09 2023-06-30 13F CUMMINS COM 231021106 862 -3 -0.35 211 2.43 0.0359
2023-05-11 2023-03-31 13F CUMMINS COM 231021106 865 -987 -53.29 207 -54.02 0.0376
2023-02-10 2022-12-31 13F CUMMINS COM 231021106 1,852 -75 -3.89 449 14.29 0.0864
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 1,927 -199 -9.36 392 -4.62 0.0845
2022-08-10 2022-06-30 13F CUMMINS COM 231021106 2,126 0 0.00 411 -5.73 0.0757
2022-05-09 2022-03-31 13F CUMMINS COM 231021106 2,126 -3 -0.14 436 -6.03 0.0696
2022-02-11 2021-12-31 13F CUMMINS COM 231021106 2,129 104 5.14 464 1.98 0.0719
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 2,025 0 0.00 455 -7.89 0.0779
2021-08-06 2021-06-30 13F CUMMINS COM 231021106 2,025 46 2.32 494 -3.70 0.0864
2021-05-11 2021-03-31 13F CUMMINS COM 231021106 1,979 -140 -6.61 513 6.65 0.0963
2021-02-16 2020-12-31 13F CUMMINS COM 231021106 2,119 -10 -0.47 481 6.89 0.1040
2020-11-10 2020-09-30 13F CUMMINS COM 231021106 2,129 -225 -9.56 450 10.29 0.1174
2020-08-11 2020-06-30 13F CUMMINS COM 231021106 2,354 -149 -5.95 408 20.35 0.1239
2020-05-05 2020-03-31 13F CUMMINS COM 231021106 2,503 50 2.04 339 -22.78 0.1354
2020-02-07 2019-12-31 13F CUMMINS COM 231021106 2,453 -8 -0.33 439 9.75 0.1484
2019-10-29 2019-09-30 13F CUMMINS COM 231021106 2,461 0 0.00 400 -5.21 0.1511
2019-07-30 2019-06-30 13F CUMMINS COM 231021106 2,461 -64 -2.53 422 5.76 0.1646
2019-05-07 2019-03-31 13F CUMMINS COM 231021106 2,525 -119 -4.50 399 13.03 0.1671
2019-01-25 2018-12-31 13F CUMMINS COM 231021106 2,644 30 1.15 353 -7.59 0.1569
2018-11-09 2018-09-30 13F CUMMINS COM 231021106 2,614 -115 -4.21 382 5.23 0.1408
2018-08-13 2018-06-30 13F CUMMINS COM 231021106 2,729 -134 -4.68 363 -21.77 0.1412
2018-05-02 2018-03-31 13F CUMMINS COM 231021106 2,863 610 27.08 464 16.58 0.1956
2018-02-09 2017-12-31 13F CUMMINS COM 231021106 2,253 -125 -5.26 398 -0.50 0.1655
2017-11-06 2017-09-30 13F CUMMINS COM 231021106 2,378 -239 -9.13 400 -5.88 0.1809
2017-07-28 2017-06-30 13F CUMMINS COM 231021106 2,617 -135 -4.91 425 2.16 0.1978
2017-05-12 2017-03-31 13F CUMMINS COM 231021106 2,752 -75 -2.65 416 7.77 0.2019
2017-02-17 2016-12-31 13F CUMMINS COM 231021106 2,827 -25 -0.88 386 5.75 0.1953
2016-11-02 2016-09-30 13F CUMMINS COM 231021106 2,852 -959 -25.16 365 -14.92 0.2018
2016-08-05 2016-06-30 13F CUMMINS COM 231021106 3,811 -146 -3.69 429 -1.38 0.2463
2016-04-27 2016-03-31 13F CUMMINS COM 231021106 3,957 -360 -8.34 435 14.47 0.2599
2016-01-19 2015-12-31 13F CUMMINS COM 231021106 4,317 -807 -15.75 380 -31.65 0.2407
2015-10-26 2015-09-30 13F CUMMINS COM 231021106 5,124 432 9.21 556 -9.74 0.3818
2015-07-13 2015-06-30 13F CUMMINS COM 231021106 4,692 -116 -2.41 616 -7.65 0.3915
2015-05-15 2015-03-31 13F CUMMINS COM 231021106 4,808 4,808 667 0.4128
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.