Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionStephens Inc /ar/
Latest Disclosed Ownership1,949 shares
Latest Disclosed Value $ 1,048,393
Stephens Inc /ar/ reports 0.78% increase in ownership of CMI / Cummins Inc.

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 1,949 shares of Cummins Inc. (MX:CMI) valued at $1,048,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,934 shares of Cummins Inc.. This represents a change in shares of 0.78% 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)
2026-04-28 2026-03-31 13F CUMMINS COM 231021106 1,949 15 0.78 1,048 6.18 0.0131
2026-02-05 2025-12-31 13F CUMMINS COM 231021106 1,934 92 4.99 987 26.86 0.0123
2025-10-27 2025-09-30 13F CUMMINS COM 231021106 1,842 -95 -4.90 778 22.71 0.0099
2025-07-29 2025-06-30 13F CUMMINS COM 231021106 1,937 58 3.09 635 7.82 0.0087
2025-05-01 2025-03-31 13F CUMMINS COM 231021106 1,879 515 37.76 589 23.79 0.0086
2025-01-28 2024-12-31 13F CUMMINS COM 231021106 1,364 114 9.12 475 17.57 0.0067
2024-10-28 2024-09-30 13F CUMMINS COM 231021106 1,250 143 12.92 405 32.03 0.0057
2024-08-06 2024-06-30 13F CUMMINS COM 231021106 1,107 -255 -18.72 307 -23.69 0.0047
2024-05-15 2024-03-31 13F CUMMINS COM 231021106 1,362 -97 -6.65 401 14.90 0.0062
2024-02-13 2023-12-31 13F CUMMINS COM 231021106 1,459 47 3.33 350 8.39 0.0060
2023-11-14 2023-09-30 13F CUMMINS COM 231021106 1,412 -112 -7.35 323 -13.67 0.0062
2023-08-14 2023-06-30 13F CUMMINS COM 231021106 1,524 135 9.72 374 12.69 0.0067
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 1,389 123 9.72 332 8.17 0.0064
2023-02-14 2022-12-31 13F/A-1 CUMMINS COM 231021106 1,266 -43 -3.28 307 15.04 0.0063
2023-01-25 2022-12-31 13F CUMMINS OM 231021106 1,266 -43 0 0.0063
2022-11-02 2022-09-30 13F CUMMINS OM 231021106 1,309 -193 -12.85 266 -8.59 0.0057
2022-08-03 2022-06-30 13F CUMMINS OM 231021106 1,502 81 5.70 291 0.00 0.0059
2022-05-04 2022-03-31 13F CUMMINS OM 231021106 1,421 -1,249 -46.78 291 -50.00 0.0047
2022-03-07 2021-12-31 13F CUMMINS OM 231021106 2,670 -3,119 -53.88 582 -55.23 0.0088
2021-10-27 2021-09-30 13F CUMMINS COM 231021106 5,789 -453 -7.26 1,300 -14.59 0.0201
2021-08-12 2021-06-30 13F CUMMINS COM 231021106 6,242 -179 -2.79 1,522 -8.53 0.0228
2021-05-14 2021-03-31 13F CUMMINS COM 231021106 6,421 -1,016 -13.66 1,664 -1.48 0.0273
2021-02-10 2020-12-31 13F CUMMINS COM 231021106 7,437 -313 -4.04 1,689 3.18 0.0303
2020-11-13 2020-09-30 13F CUMMINS COM 231021106 7,750 -5,234 -40.31 1,637 -27.24 0.0322
2020-08-24 2020-06-30 13F CUMMINS COM 231021106 12,984 120 0.93 2,250 29.24 0.0484
2020-05-14 2020-03-31 13F CUMMINS COM 231021106 12,864 1,712 15.35 1,741 -12.78 0.0464
2020-02-14 2019-12-31 13F CUMMINS COM 231021106 11,152 -796 -6.66 1,996 2.67 0.0418
2019-10-18 2019-09-30 13F CUMMINS COM 231021106 11,948 -24,633 -67.34 1,944 -68.99 0.0428
2019-08-01 2019-06-30 13F CUMMINS COM 231021106 36,581 -261 -0.71 6,268 7.77 0.1420
2019-05-03 2019-03-31 13F CUMMINS COM 231021106 36,842 18,176 97.37 5,816 133.20 0.1380
2019-02-11 2018-12-31 13F CUMMINS COM 231021106 18,666 -10,777 -36.60 2,494 -42.01 0.0708
2018-11-14 2018-09-30 13F CUMMINS COM 231021106 29,443 3,647 14.14 4,301 25.36 0.1070
2018-08-10 2018-06-30 13F CUMMINS COM 231021106 25,796 4,743 22.53 3,431 0.56 0.1037
2018-05-03 2018-03-31 13F CUMMINS COM 231021106 21,053 17,923 572.62 3,412 517.00 0.1272
2018-02-05 2017-12-31 13F CUMMINS COM 231021106 3,130 -482 -13.34 553 -8.90 0.0207
2017-11-08 2017-09-30 13F CUMMINS COM 231021106 3,612 -272 -7.00 607 -3.65 0.0219
2017-08-10 2017-06-30 13F CUMMINS COM 231021106 3,884 223 6.09 630 13.72 0.0216
2017-05-11 2017-03-31 13F CUMMINS COM 231021106 3,661 -354 -8.82 554 0.91 0.0201
2017-02-09 2016-12-31 13F CUMMINS COM 231021106 4,015 -18,812 -82.41 549 -81.23 0.0224
2016-11-30 2016-09-30 13F/A-2 CUMMINS COM 231021106 22,827 2,757 13.74 2,925 29.60 0.1281
2016-11-10 2016-09-30 13F CUMMINS COM 231021106 22,827 2,925
2016-08-05 2016-06-30 13F CUMMINS COM 231021106 20,070 2,042 11.33 2,257 13.87 0.1007
2016-05-05 2016-03-31 13F CUMMINS COM 231021106 18,028 2,857 18.83 1,982 48.46 0.0970
2016-02-10 2015-12-31 13F CUMMINS COM 231021106 15,171 -1,379 -8.33 1,335 -25.71 0.0670
2015-11-03 2015-09-30 13F CUMMINS COM 231021106 16,550 -767 -4.43 1,797 -20.91 0.0936
2015-07-29 2015-06-30 13F CUMMINS COM 231021106 17,317 1,395 8.76 2,272 2.95 0.1031
2015-05-06 2015-03-31 13F CUMMINS COM 231021106 15,922 6,472 68.49 2,207 62.04 0.1005
2015-02-12 2014-12-31 13F CUMMINS COM 231021106 9,450 1,270 15.53 1,362 26.11 0.0645
2014-11-14 2014-09-30 13F CUMMINS COM 231021106 8,180 5,984 272.50 1,080 218.58 0.0534
2014-08-15 2014-06-30 13F CUMMINS COM 231021106 2,196 313 16.62 339 20.64 0.0171
2014-05-13 2014-03-31 13F CUMMINS COM 231021106 1,883 -421 -18.27 281 -13.54 0.0153
2014-02-14 2013-12-31 13F CUMMINS COM 231021106 2,304 107 4.87 325 11.30 0.0161
2013-11-06 2013-09-30 13F CUMMINS COM 231021106 2,197 239 12.21 292 37.74 0.0157
2013-08-12 2013-06-30 13F CUMMINS COM 231021106 1,958 1,958 212 0.0118
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.