Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership13,600 shares
Latest Disclosed Value $ 7,317,269
Rsm Us Wealth Management Llc reports 3.02% decrease in ownership of CMI / Cummins Inc.

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 13,600 shares of Cummins Inc. (MX:CMI) valued at $7,317,269 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 14,023 shares of Cummins Inc.. This represents a change in shares of -3.02% 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)
2026-05-12 2026-03-31 13F CUMMINS COM 231021106 13,600 -423 -3.02 7,317 1.60 0.0898
2026-01-23 2025-12-31 13F CUMMINS COM 231021106 14,023 -756 -5.12 7,202 15.38 0.0918
2025-11-12 2025-09-30 13F CUMMINS COM 231021106 14,779 527 3.70 6,242 33.75 0.0813
2025-08-13 2025-06-30 13F CUMMINS COM 231021106 14,252 987 7.44 4,668 12.27 0.0651
2025-05-06 2025-03-31 13F CUMMINS COM 231021106 13,265 2,997 29.19 4,158 16.18 0.0645
2025-01-27 2024-12-31 13F CUMMINS COM 231021106 10,268 3,438 50.34 3,578 60.59 0.0514
2024-11-07 2024-09-30 13F CUMMINS COM 231021106 6,830 170 2.55 2,228 22.75 0.0327
2024-08-07 2024-06-30 13F CUMMINS COM 231021106 6,660 2,873 75.86 1,816 62.78 0.0305
2024-05-02 2024-03-31 13F CUMMINS COM 231021106 3,787 -117 -3.00 1,116 19.25 0.0287
2024-02-05 2023-12-31 13F CUMMINS COM 231021106 3,904 2,486 175.32 935 189.47 0.0253
2023-11-08 2023-09-30 13F CUMMINS COM 231021106 1,418 -7 -0.49 324 -7.45 0.0115
2023-08-04 2023-06-30 13F CUMMINS COM 231021106 1,425 111 8.45 349 11.50 0.0119
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 1,314 1,314 314 0.0111
2020-06-04 2019-12-31 13F CUMMINS COM 231021106 0 0 0 0.0000
2020-06-04 2019-03-31 13F CUMMINS COM 231021106 0 0 0 0.0000
2020-06-04 2018-06-30 13F CUMMINS COM 231021106 0 -3,061 -100.00 0 -100.00
2020-06-04 2018-03-31 13F CUMMINS COM 231021106 3,061 3,061 496 0.0592
2020-06-04 2017-12-31 13F CUMMINS COM 231021106 0 -3,363 -100.00 0 -100.00
2020-06-04 2017-09-30 13F CUMMINS COM 231021106 3,363 41 1.23 565 4.82 0.0741
2020-06-04 2017-06-30 13F CUMMINS COM 231021106 3,322 -233 -6.55 539 0.37 0.0760
2020-06-04 2017-03-31 13F CUMMINS COM 231021106 3,555 17 0.48 537 10.95 0.0780
2020-06-04 2016-12-31 13F CUMMINS COM 231021106 3,538 -1 -0.03 484 6.61 0.0769
2020-06-04 2016-09-30 13F CUMMINS COM 231021106 3,539 20 0.57 454 14.65 0.0792
2020-06-04 2016-06-30 13F CUMMINS COM 231021106 3,519 272 8.38 396 10.92 0.0761
2020-06-04 2016-03-31 13F CUMMINS COM 231021106 3,247 227 7.52 357 34.21 0.0720
2020-06-04 2015-12-31 13F CUMMINS COM 231021106 3,020 -48 -1.56 266 -20.12 0.0627
2020-06-04 2015-09-30 13F CUMMINS COM 231021106 3,068 72 2.40 333 -15.27 0.0873
2020-06-04 2015-06-30 13F CUMMINS COM 231021106 2,996 176 6.24 393 0.51 0.0981
2020-06-04 2015-03-31 13F CUMMINS COM 231021106 2,820 33 1.18 391 -2.74 0.0997
2020-06-04 2014-12-31 13F CUMMINS COM 231021106 2,787 -10 -0.36 402 8.94 0.1079
2020-06-04 2014-09-30 13F CUMMINS COM 231021106 2,797 48 1.75 369 -12.97 0.1080
2020-06-04 2014-06-30 13F CUMMINS COM 231021106 2,749 10 0.37 424 3.92 0.1199
2020-06-04 2014-03-31 13F CUMMINS COM 231021106 2,739 2,739 408 0.1198
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.