Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionSevenBridge Financial Group, LLC
Latest Disclosed Ownership11,811 shares
Latest Disclosed Value $ 7,549,924
SevenBridge Financial Group, LLC reports 0.39% increase in ownership of CMI / Cummins Inc.

On April 23, 2026 - SevenBridge Financial Group, LLC filed a 13F-HR form disclosing ownership of 11,811 shares of Cummins Inc. (MX:CMI) valued at $7,549,924 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 11,765 shares of Cummins Inc.. This represents a change in shares of 0.39% 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)
2026-04-23 2026-03-31 13F CUMMINS COM 231021106 11,811 46 0.39 7,550 12.59 1.1802
2026-02-02 2025-12-31 13F CUMMINS COM 231021106 11,765 663 5.97 6,706 25.96 1.0782
2025-11-13 2025-09-30 13F CUMMINS COM 231021106 11,102 1,134 11.38 5,323 33.84 0.8775
2025-09-04 2025-06-30 13F CUMMINS COM 231021106 9,968 1,870 23.09 3,978 48.56 0.7013
2025-05-13 2025-03-31 13F CUMMINS COM 231021106 8,098 2,902 55.85 2,677 38.35 0.5268
2025-02-12 2024-12-31 13F CUMMINS COM 231021106 5,196 747 16.79 1,936 21.39 0.3662
2024-11-12 2024-09-30 13F CUMMINS COM 231021106 4,449 304 7.33 1,595 31.63 0.3072
2024-08-09 2024-06-30 13F CUMMINS COM 231021106 4,145 0 0.00 1,212 4.13 0.2680
2024-05-10 2024-03-31 13F CUMMINS COM 231021106 4,145 -36 -0.86 1,164 16.18 0.2636
2024-01-22 2023-12-31 13F CUMMINS COM 231021106 4,181 -27 -0.64 1,002 4.16 0.2366
2023-10-25 2023-09-30 13F CUMMINS COM 231021106 4,208 -20 -0.47 961 -7.24 0.2484
2023-07-26 2023-06-30 13F CUMMINS COM 231021106 4,228 -73 -1.70 1,037 0.88 0.2676
2023-04-20 2023-03-31 13F CUMMINS COM 231021106 4,301 0 0.00 1,027 -1.44 0.2832
2023-01-26 2022-12-31 13F Cummins COM 231021106 4,301 330 8.31 1,042 28.96 0.3047
2022-10-17 2022-09-30 13F CUMMINS COM 231021106 3,971 525 15.24 808 21.14 0.2738
2022-07-12 2022-06-30 13F Cummins Equities 231021106 3,446 -142 -3.96 667 -9.37 0.2697
2022-04-15 2022-03-31 13F Cummins COM 231021106 3,588 -377 -9.51 736 -14.91 0.2584
2022-01-20 2021-12-31 13F/A-1 Cummins COM 231021106 3,965 61 1.56 865 -1.37 0.2615
2021-10-14 2021-09-30 13F Cummins Equities 231021106 3,904 -12 -0.31 877 -8.17 0.2923
2021-07-26 2021-06-30 13F Cummins Equities 231021106 3,916 -25 -0.63 955 -6.46 0.3114
2021-04-20 2021-03-31 13F Cummins Equities 231021106 3,941 -40 -1.00 1,021 12.94 0.3715
2021-01-19 2020-12-31 13F Cummins Equities 231021106 3,981 0 0.00 904 7.49 0.3534
2020-10-22 2020-09-30 13F Cummins Equities 231021106 3,981 -126 -3.07 841 18.12 0.3828
2020-07-24 2020-06-30 13F Cummins Equities 231021106 4,107 -251 -5.76 712 20.68 0.3536
2020-04-16 2020-03-31 13F Cummins Equities 231021106 4,358 393 9.91 590 -16.90 0.3415
2020-01-17 2019-12-31 13F Cummins Equities 231021106 3,965 -74 -1.83 710 8.07 0.1855
2019-10-09 2019-09-30 13F Cummins Equities 231021106 4,039 2,236 124.02 657 112.62 0.3455
2019-07-15 2019-06-30 13F Cummins Equities 231021106 1,803 147 8.88 309 18.39 0.1107
2019-05-14 2019-03-31 13F Cummins Equities 231021106 1,656 -205 -11.02 261 4.82 0.0980
2019-02-14 2018-12-31 13F Cummins Equities 231021106 1,861 -100 -5.10 249 -12.94 0.1524
2018-11-14 2018-09-30 13F Cummins Equities 231021106 1,961 0 0.00 286 9.58 0.1520
2018-08-14 2018-06-30 13F Cummins Equities 231021106 1,961 35 1.82 261 -16.35 0.1454
2018-05-11 2018-03-31 13F Cummins Equities 231021106 1,926 637 49.42 312 36.84 0.1790
2018-02-16 2017-12-31 13F Cummins Equities 231021106 1,289 0 0.00 228 5.07 0.1261
2017-11-13 2017-09-30 13F Cummins Equities 231021106 1,289 0 0.00 217 3.83 0.1243
2017-08-14 2017-06-30 13F Cummins Common Stock 231021106 1,289 0 0.00 209 8.29 0.1276
2017-05-15 2017-03-31 13F Cummins CS 231021106 1,289 -999 -43.66 193 -33.22 0.1268
2017-02-03 2016-12-31 13F Cummins CS 231021106 2,288 0 0.00 289 0.00 0.2099
2016-12-20 2016-09-30 13F/A-1 Cummins CS 231021106 2,288 1,738 316.00 289 366.13 0.2105
2016-11-28 2016-09-30 13F Cummins CS 231021106 2,288 289
2016-08-15 2016-06-30 13F Cummins CS 231021106 550 550 62 0.0434
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.