Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership6,461 shares
Latest Disclosed Value $ 3,476,354
Wealthcare Advisory Partners LLC reports 1.88% decrease in ownership of CMI / Cummins Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 6,461 shares of Cummins Inc. (MX:CMI) valued at $3,476,354 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 6,585 shares of Cummins Inc.. This represents a change in shares of -1.88% 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)
2026-04-14 2026-03-31 13F CUMMINS COM 231021106 6,461 -124 -1.88 3,476 3.42 0.0676
2026-01-14 2025-12-31 13F CUMMINS COM 231021106 6,585 2,573 64.13 3,361 98.41 0.0660
2025-11-07 2025-09-30 13F CUMMINS COM 231021106 4,012 34 0.85 1,695 30.11 0.0353
2025-07-22 2025-06-30 13F CUMMINS COM 231021106 3,978 171 4.49 1,303 9.14 0.0297
2025-04-15 2025-03-31 13F CUMMINS COM 231021106 3,807 255 7.18 1,193 -3.63 0.0320
2025-01-15 2024-12-31 13F CUMMINS COM 231021106 3,552 -15 -0.42 1,238 7.19 0.0344
2024-11-04 2024-09-30 13F CUMMINS COM 231021106 3,567 -305 -7.88 1,155 7.74 0.0329
2024-08-12 2024-06-30 13F CUMMINS COM 231021106 3,872 491 14.52 1,072 7.63 0.0335
2024-04-15 2024-03-31 13F CUMMINS COM 231021106 3,381 1,775 110.52 996 159.38 0.0327
2024-02-06 2023-12-31 13F CUMMINS COM 231021106 1,606 -85 -5.03 385 -0.52 0.0153
2023-10-12 2023-09-30 13F CUMMINS COM 231021106 1,691 -106 -5.90 386 -12.27 0.0177
2023-07-17 2023-06-30 13F CUMMINS COM 231021106 1,797 51 2.92 440 5.52 0.0197
2023-05-04 2023-03-31 13F CUMMINS COM 231021106 1,746 20 1.16 417 -0.24 0.0179
2023-02-13 2022-12-31 13F CUMMINS COMMON 231021106 1,726 12 0.70 418 19.77 0.0200
2022-11-14 2022-09-30 13F CUMMINS COMMON 231021106 1,714 -11 -0.64 349 4.49 0.0199
2022-08-15 2022-06-30 13F CUMMINS COMMON 231021106 1,725 199 13.04 334 6.71 0.0202
2022-04-15 2022-03-31 13F CUMMINS COMMON 231021106 1,526 33 2.21 313 -3.99 0.0190
2022-02-11 2021-12-31 13F CUMMINS COMMON 231021106 1,493 139 10.27 326 7.24 0.0195
2021-11-15 2021-09-30 13F CUMMINS Equity 231021106 1,354 10 0.74 304 -7.32 0.0199
2021-08-16 2021-06-30 13F CUMMINS COMMON 231021106 1,344 114 9.27 328 2.82 0.0220
2021-04-30 2021-03-31 13F CUMMINS COMMON 231021106 1,230 1,230 319 0.0231
2020-07-29 2020-06-30 13F CUMMINS COMMON 231021106 0 -692 -100.00 0 -100.00
2020-04-29 2020-03-31 13F CUMMINS COMMON 231021106 692 -176 -20.28 94 -39.35 0.0138
2020-01-29 2019-12-31 13F CUMMINS COMMON 231021106 868 -41 -4.51 155 4.73 0.0197
2019-10-16 2019-09-30 13F CUMMINS COMMON 231021106 909 -28 -2.99 148 -8.07 0.0215
2019-07-30 2019-06-30 13F CUMMINS COMMON 231021106 937 46 5.16 161 14.18 0.0255
2019-05-13 2019-03-31 13F CUMMINS COMMON 231021106 891 -162 -15.38 141 0.00 0.0240
2019-02-14 2018-12-31 13F CUMMINS COMMON 231021106 1,053 0 0.00 141 -8.44 0.0274
2018-11-14 2018-09-30 13F CUMMINS COMMON 231021106 1,053 12 1.15 154 11.59 0.0283
2018-08-13 2018-06-30 13F CUMMINS COMMON 231021106 1,041 0 0.00 138 -18.34 0.0271
2018-05-14 2018-03-31 13F CUMMINS COMMON 231021106 1,041 424 68.72 169 55.05 0.0382
2018-02-14 2017-12-31 13F CUMMINS COMMON 231021106 617 606 5,509.09 109 5,350.00 0.0280
2017-11-15 2017-09-30 13F CUMMINS COMMON 231021106 11 11 2 0.0006
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.