Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership375 shares
Latest Disclosed Value $ 201,758
TCI Wealth Advisors, Inc. ownership in CMI / Cummins Inc.

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 375 shares of Cummins Inc. (MX:CMI) valued at $201,758 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 4, 2023 disclosing 0 shares of Cummins Inc..

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)
2026-04-27 2026-03-31 13F CUMMINS COM 231021106 375 375 202 0.0107
2023-08-04 2023-06-30 13F CUMMINS COM 231021106 0 -376 -100.00 0 -100.00
2023-05-03 2023-03-31 13F CUMMINS COM 231021106 376 0 0.00 90 -2.20 0.0117
2023-02-07 2022-12-31 13F CUMMINS COM 231021106 376 2 0.53 91 19.74 0.0126
2022-11-08 2022-09-30 13F CUMMINS COM 231021106 374 5 1.36 76 7.04 0.0123
2022-07-19 2022-06-30 13F CUMMINS COM 231021106 369 1 0.27 71 -6.58 0.0109
2022-04-29 2022-03-31 13F CUMMINS COM 231021106 368 -46 -11.11 76 -15.56 0.0114
2022-01-24 2021-12-31 13F CUMMINS COM 231021106 414 -25 -5.69 90 -9.09 0.0133
2021-10-29 2021-09-30 13F CUMMINS COM 231021106 439 7 1.62 99 -5.71 0.0151
2021-08-02 2021-06-30 13F CUMMINS COM 231021106 432 17 4.10 105 -2.78 0.0177
2021-04-29 2021-03-31 13F CUMMINS COM 231021106 415 47 12.77 108 28.57 0.0458
2021-01-21 2020-12-31 13F CUMMINS COM 231021106 368 0 0.00 84 7.69 0.0375
2020-10-20 2020-09-30 13F CUMMINS COM 231021106 368 300 441.18 78 550.00 0.0308
2020-07-20 2020-06-30 13F CUMMINS COM 231021106 68 0 0.00 12 33.33 0.0051
2020-04-14 2020-03-31 13F CUMMINS COM 231021106 68 -184 -73.02 9 -80.00 0.0044
2020-01-27 2019-12-31 13F CUMMINS COM 231021106 252 10 4.13 45 15.38 0.0175
2019-10-17 2019-09-30 13F CUMMINS COM 231021106 242 0 0.00 39 -4.88 0.0173
2019-07-23 2019-06-30 13F CUMMINS COM 231021106 242 0 0.00 41 7.89 0.0185
2019-04-11 2019-03-31 13F CUMMINS COM 231021106 242 0 0.00 38 18.75 0.0167
2019-01-17 2018-12-31 13F CUMMINS COM 231021106 242 18 8.04 32 -3.03 0.0155
2018-11-02 2018-09-30 13F CUMMINS COM 231021106 224 0 0.00 33 10.00 0.0138
2018-07-26 2018-06-30 13F CUMMINS COM 231021106 224 0 0.00 30 -16.67 0.0133
2018-04-30 2018-03-31 13F CUMMINS COM 231021106 224 0 0.00 36 -10.00 0.0167
2018-02-01 2017-12-31 13F CUMMINS COM 231021106 224 0 0.00 40 5.26 0.0176
2017-10-24 2017-09-30 13F CUMMINS COM 231021106 224 0 0.00 38 5.56 0.0186
2017-08-10 2017-06-30 13F CUMMINS COM 231021106 224 0 0.00 36 5.88 0.0184
2017-05-04 2017-03-31 13F CUMMINS COM 231021106 224 -40 -15.15 34 -5.56 0.0177
2017-02-10 2016-12-31 13F CUMMINS COM 231021106 264 0 0.00 36 5.88 0.0189
2016-11-01 2016-09-30 13F CUMMINS COM 231021106 264 0 0.00 34 13.33 0.0185
2016-08-09 2016-06-30 13F Cummins COM 231021106 264 -125 -32.13 30 -30.23 0.0166
2016-04-29 2016-03-31 13F CUMMINS COM 231021106 389 169 76.82 43 126.32 0.0238
2016-02-10 2015-12-31 13F CUMMINS COM 231021106 220 -15 -6.38 19 -26.92 0.0106
2015-11-02 2015-09-30 13F CUMMINS COM 231021106 235 0 0.00 26 -16.13 0.0157
2015-08-10 2015-06-30 13F CUMMINS COM 231021106 235 0 0.00 31 -6.06 0.0177
2015-04-30 2015-03-31 13F CUMMINS COM 231021106 235 0 0.00 33 -2.94 0.0207
2015-02-06 2014-12-31 13F CUMMINS COM 231021106 235 0 0.00 34 9.68 0.0210
2014-11-05 2014-09-30 13F CUMMINS COM 231021106 235 0 0.00 31 -13.89 0.0195
2014-08-11 2014-06-30 13F CUMMINS COM 231021106 235 0 0.00 36 2.86 0.0217
2014-05-15 2014-03-31 13F CUMMINS COM 231021106 235 -175 -42.68 35 -39.66 0.0228
2014-01-21 2013-12-31 13F Cummins COM 231021106 410 0 0.00 58 7.41 0.0364
2013-10-25 2013-09-30 13F Cummins COM 231021106 410 0 0.00 54 22.73 0.0410
2013-09-12 2013-06-30 13F Cummins COM 231021106 410 6 1.49 44 -6.38 0.0334
2013-10-18 2013-03-31 13F Cummins COM 231021106 404 0 0.00 47 6.82 0.0516
2013-10-18 2012-12-31 13F Cummins COM 231021106 404 404 44 0.0533
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.