Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership16,957 shares
Latest Disclosed Value $ 9,123,205
Wealthfront Advisers Llc reports 33.39% increase in ownership of CMI / Cummins Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 16,957 shares of Cummins Inc. (MX:CMI) valued at $9,123,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 12,712 shares of Cummins Inc.. This represents a change in shares of 33.39% 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)
2026-05-05 2026-03-31 13F CUMMINS COM 231021106 16,957 4,245 33.39 9,123 40.61 0.0200
2026-01-30 2025-12-31 13F CUMMINS COM 231021106 12,712 546 4.49 6,489 26.27 0.0145
2025-11-06 2025-09-30 13F CUMMINS COM 231021106 12,166 673 5.86 5,139 36.54 0.0121
2025-07-31 2025-06-30 13F CUMMINS COM 231021106 11,493 705 6.54 3,764 11.30 0.0097
2025-05-02 2025-03-31 13F CUMMINS COM 231021106 10,788 161 1.52 3,381 -8.72 0.0091
2025-04-01 2024-12-31 13F/A-1 CUMMINS COM 231021106 10,627 393 3.84 3,705 11.80 0.0108
2025-02-07 2024-12-31 13F CUMMINS COM 231021106 27,616 17,382 713 0.0022
2024-11-12 2024-09-30 13F CUMMINS COM 231021106 10,234 -376 -3.54 3,314 12.76 0.0102
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 10,610 812 8.29 2,938 1.80 0.0099
2024-04-19 2024-03-31 13F CUMMINS COM 231021106 9,798 78 0.80 2,887 23.97 0.0101
2024-02-09 2023-12-31 13F CUMMINS COM 231021106 9,720 -1,771 -15.41 2,329 -11.31 0.0089
2023-11-01 2023-09-30 13F CUMMINS COM 231021106 11,491 -925 -7.45 2,625 -13.74 0.0113
2023-08-07 2023-06-30 13F CUMMINS COM 231021106 12,416 -784 -5.94 3,044 -3.49 0.0129
2023-04-28 2023-03-31 13F CUMMINS COM 231021106 13,200 5,558 72.73 3,153 70.34 0.0143
2023-02-10 2022-12-31 13F CUMMINS COM 231021106 7,642 196 2.63 1,852 22.18 0.0090
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 7,446 2,143 40.41 1,515 47.66 0.0081
2022-07-20 2022-06-30 13F CUMMINS COM 231021106 5,303 -6,438 -54.83 1,026 -57.41 0.0052
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 11,741 6,464 122.49 2,409 109.30 0.0106
2022-01-21 2021-12-31 13F CUMMINS COM 231021106 5,277 21 0.40 1,151 -2.46 0.0049
2021-11-15 2021-09-30 13F CUMMINS COM 231021106 5,256 -42 -0.79 1,180 -8.67 0.0055
2021-08-16 2021-06-30 13F CUMMINS COM 231021106 5,298 -280 -5.02 1,292 -10.59 0.0061
2021-05-14 2021-03-31 13F CUMMINS COM 231021106 5,578 293 5.54 1,445 20.42 0.0077
2021-02-16 2020-12-31 13F CUMMINS COM 231021106 5,285 102 1.97 1,200 9.69 0.0072
2020-11-16 2020-09-30 13F CUMMINS COM 231021106 5,183 356 7.38 1,094 30.86 0.0078
2020-08-14 2020-06-30 13F CUMMINS COM 231021106 4,827 2,328 93.16 836 147.34 0.0065
2020-05-15 2020-03-31 13F CUMMINS COM 231021106 2,499 -2,552 -50.52 338 -62.61 0.0031
2020-01-21 2019-12-31 13F CUMMINS COM 231021106 5,051 706 16.25 904 27.86 0.0067
2019-10-15 2019-09-30 13F CUMMINS COM 231021106 4,345 448 11.50 707 5.84 0.0059
2019-08-13 2019-06-30 13F CUMMINS COM 231021106 3,897 235 6.42 668 15.57 0.0058
2019-05-13 2019-03-31 13F CUMMINS COM 231021106 3,662 676 22.64 578 44.86 0.0054
2019-02-14 2018-12-31 13F CUMMINS COM 231021106 2,986 2,986 399 0.0042
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.