Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership5,818 shares
Latest Disclosed Value $ 3,130,629
Stratos Wealth Partners, LTD. reports 0.78% decrease in ownership of CMI / Cummins Inc.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 5,818 shares of Cummins Inc. (MX:CMI) valued at $3,130,629 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 5,864 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 5,818 -46 -0.78 3,131 4.58 0.0356
2026-01-20 2025-12-31 13F CUMMINS COM 231021106 5,864 1,930 49.06 2,993 80.19 0.0338
2025-11-06 2025-09-30 13F CUMMINS COM 231021106 3,934 1,939 97.19 1,662 154.36 0.0196
2025-07-29 2025-06-30 13F CUMMINS COM 231021106 1,995 -141 -6.60 653 -2.39 0.0088
2025-04-30 2025-03-31 13F CUMMINS COM 231021106 2,136 306 16.72 670 4.86 0.0102
2025-01-27 2024-12-31 13F CUMMINS COM 231021106 1,830 147 8.73 638 17.06 0.0090
2024-10-17 2024-09-30 13F CUMMINS COM 231021106 1,683 -77 -4.38 545 11.91 0.0079
2024-07-24 2024-06-30 13F CUMMINS COM 231021106 1,760 189 12.03 488 5.18 0.0078
2024-04-16 2024-03-31 13F CUMMINS COM 231021106 1,571 -121 -7.15 463 14.32 0.0077
2024-01-24 2023-12-31 13F CUMMINS COM 231021106 1,692 243 16.77 406 22.36 0.0076
2023-10-24 2023-09-30 13F CUMMINS COM 231021106 1,449 260 21.87 331 13.75 0.0071
2023-07-18 2023-06-30 13F CUMMINS COM 231021106 1,189 -1,296 -52.15 292 -50.93 0.0066
2023-04-27 2023-03-31 13F CUMMINS COM 231021106 2,485 1,292 108.30 594 105.19 0.0158
2023-01-19 2022-12-31 13F CUMMINS COM 231021106 1,193 -229 -16.10 289 -0.34 0.0073
2022-10-24 2022-09-30 13F CUMMINS COM 231021106 1,422 -50 -3.40 290 1.75 0.0081
2022-07-22 2022-06-30 13F CUMMINS COM 231021106 1,472 -1,168 -44.24 285 -47.42 0.0072
2022-04-26 2022-03-31 13F CUMMINS COM 231021106 2,640 -70 -2.58 542 -8.29 0.0121
2022-01-14 2021-12-31 13F CUMMINS COM 231021106 2,710 -737 -21.38 591 -23.64 0.0131
2021-10-19 2021-09-30 13F CUMMINS COM 231021106 3,447 172 5.25 774 -3.13 0.0197
2021-07-19 2021-06-30 13F CUMMINS COM 231021106 3,275 187 6.06 799 -0.12 0.0199
2021-04-27 2021-03-31 13F CUMMINS COM 231021106 3,088 41 1.35 800 15.61 0.0221
2021-01-29 2020-12-31 13F CUMMINS COM 231021106 3,047 288 10.44 692 18.70 0.0205
2020-10-29 2020-09-30 13F CUMMINS COM 231021106 2,759 25 0.91 583 23.00 0.0191
2020-07-28 2020-06-30 13F CUMMINS COM 231021106 2,734 -1,550 -36.18 474 -18.28 0.0169
2020-05-04 2020-03-31 13F CUMMINS COM 231021106 4,284 938 28.03 580 -3.17 0.0266
2020-01-29 2019-12-31 13F CUMMINS COM 231021106 3,346 -584 -14.86 599 -6.26 0.0235
2019-11-12 2019-09-30 13F/A-1 CUMMINS COM 231021106 3,930 -114 -2.82 639 -7.79 0.0276
2019-11-12 2019-09-30 13F CUMMINS COM 231021106 215 -3,829 1 44.9573
2019-08-06 2019-06-30 13F CUMMINS COM 231021106 4,044 11 0.27 693 8.79 0.0300
2019-05-07 2019-03-31 13F CUMMINS COM 231021106 4,033 -1,053 -20.70 637 -6.32 0.0286
2019-02-08 2018-12-31 13F CUMMINS COM 231021106 5,086 75 1.50 680 -7.10 0.0351
2018-11-02 2018-09-30 13F CUMMINS COM 231021106 5,011 -972 -16.25 732 -8.04 0.0327
2018-08-13 2018-06-30 13F CUMMINS COM 231021106 5,983 -99 -1.63 796 -19.27 0.0355
2018-05-10 2018-03-31 13F CUMMINS COM 231021106 6,082 359 6.27 986 -2.47 0.0415
2018-02-09 2017-12-31 13F CUMMINS COM 231021106 5,723 1,325 30.13 1,011 36.81 0.0454
2017-11-07 2017-09-30 13F CUMMINS COM 231021106 4,398 -5,418 -55.20 739 -53.58 0.0349
2017-07-31 2017-06-30 13F CUMMINS COM 231021106 9,816 604 6.56 1,592 14.29 0.0822
2017-05-11 2017-03-31 13F CUMMINS COM 231021106 9,212 1,115 13.77 1,393 25.84 0.0787
2017-02-02 2016-12-31 13F CUMMINS COM 231021106 8,097 -96 -1.17 1,107 5.43 0.0688
2016-11-01 2016-09-30 13F CUMMINS COM 231021106 8,193 461 5.96 1,050 20.83 0.0708
2016-08-12 2016-06-30 13F CUMMINS COM 231021106 7,732 -426 -5.22 869 -3.12 0.0644
2016-05-09 2016-03-31 13F CUMMINS COM 231021106 8,158 71 0.88 897 25.98 0.0769
2016-02-16 2015-12-31 13F CUMMINS COM 231021106 8,087 -296 -3.53 712 -21.76 0.0594
2015-10-30 2015-09-30 13F CUMMINS COM 231021106 8,383 -252 -2.92 910 -19.68 0.1143
2015-08-12 2015-06-30 13F CUMMINS COM 231021106 8,635 1,655 23.71 1,133 17.17 0.1455
2015-05-13 2015-03-31 13F CUMMINS COM 231021106 6,980 4,731 210.36 967 198.46 0.1150
2015-02-09 2014-12-31 13F/A-1 CUMMINS COM 231021106 2,249 2,249 324 0.0583
2015-02-09 2014-12-31 13F CUMMINS COM 231021106 2,249 324
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.