Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionWendell David Associates Inc
Latest Disclosed Ownership422 shares
Latest Disclosed Value $ 227
Wendell David Associates Inc ownership in CMI / Cummins Inc.

On April 23, 2026 - Wendell David Associates Inc filed a 13F-HR form disclosing ownership of 422 shares of Cummins Inc. (MX:CMI) valued at $227 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 422 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)
2026-04-23 2026-03-31 13F Cummins COMM 231021106 422 0 0.00 0 0.0247
2026-01-30 2025-12-31 13F Cummins COMM 231021106 422 422 0 0.0218
2025-07-29 2025-06-30 13F Cummins COMM 231021106 0 -1,142 -100.00 0 0.0000
2025-04-18 2025-03-31 13F Cummins COMM 231021106 1,142 0 0.00 0 0.0357
2025-01-17 2024-12-31 13F Cummins COMM 231021106 1,142 0 0.00 0 0.0394
2024-10-21 2024-09-30 13F Cummins COMM 231021106 1,142 0 0.00 0 0.0354
2024-07-22 2024-06-30 13F Cummins COMM 231021106 1,142 -279 -19.63 0 0.0322
2024-04-22 2024-03-31 13F Cummins COMM 231021106 1,421 -80 -5.33 0 0.0423
2024-01-22 2023-12-31 13F Cummins COMM 231021106 1,501 -20 -1.31 0 0.0388
2023-10-20 2023-09-30 13F Cummins COMM 231021106 1,521 -45 -2.87 0 0.0408
2023-07-20 2023-06-30 13F Cummins COMM 231021106 1,566 12 0.77 0 0.0434
2023-04-19 2023-03-31 13F Cummins COMM 231021106 1,554 -200 -11.40 0 0.0440
2023-01-17 2022-12-31 13F Cummins COMM 231021106 1,754 0 0.00 0 -100.00 0.0522
2022-10-18 2022-09-30 13F Cummins COMM 231021106 1,754 -25 -1.41 357 3.78 0.0480
2022-07-14 2022-06-30 13F Cummins COMM 231021106 1,779 0 0.00 344 -5.75 0.0437
2022-04-22 2022-03-31 13F Cummins COMM 231021106 1,779 0 0.00 365 -5.93 0.0406
2022-01-24 2021-12-31 13F Cummins COMM 231021106 1,779 -120 -6.32 388 -8.92 0.0393
2021-10-19 2021-09-30 13F Cummins COMM 231021106 1,899 0 0.00 426 -7.99 0.0475
2021-07-19 2021-06-30 13F Cummins COMM 231021106 1,899 0 0.00 463 -5.89 0.0518
2021-04-20 2021-03-31 13F Cummins COMM 231021106 1,899 0 0.00 492 14.15 0.0592
2021-01-22 2020-12-31 13F Cummins COMM 231021106 1,899 249 15.09 431 23.85 0.0527
2020-10-20 2020-09-30 13F Cummins COMM 231021106 1,650 0 0.00 348 21.68 0.0464
2020-07-17 2020-06-30 13F Cummins COMM 231021106 1,650 0 0.00 286 28.25 0.0415
2020-04-16 2020-03-31 13F Cummins COMM 231021106 1,650 0 0.00 223 -24.41 0.0377
2020-01-17 2019-12-31 13F Cummins COMM 231021106 1,650 0 0.00 295 10.07 0.0406
2019-10-22 2019-09-30 13F Cummins COMM 231021106 1,650 0 0.00 268 -5.30 0.0392
2019-07-16 2019-06-30 13F Cummins COMM 231021106 1,650 0 0.00 283 8.85 0.0425
2019-04-11 2019-03-31 13F Cummins COMM 231021106 1,650 -50 -2.94 260 14.54 0.0405
2019-01-17 2018-12-31 13F Cummins COMM 231021106 1,700 0 0.00 227 -8.47 0.0409
2018-10-12 2018-09-30 13F Cummins COMM 231021106 1,700 0 0.00 248 9.73 0.0386
2018-07-16 2018-06-30 13F Cummins COMM 231021106 1,700 0 0.00 226 -18.12 0.0386
2018-04-11 2018-03-31 13F Cummins COMM 231021106 1,700 0 0.00 276 -8.00 0.0497
2018-01-16 2017-12-31 13F Cummins COMM 231021106 1,700 0 0.00 300 4.90 0.0514
2017-10-17 2017-09-30 13F Cummins COMM 231021106 1,700 200 13.33 286 17.70 0.0505
2017-07-18 2017-06-30 13F Cummins COMM 231021106 1,500 0 0.00 243 7.05 0.0458
2017-04-20 2017-03-31 13F Cummins COMM 231021106 1,500 -100 -6.25 227 3.65 0.0434
2017-01-23 2016-12-31 13F Cummins COMM 231021106 1,600 -150 -8.57 219 -2.23 0.0432
2016-10-18 2016-09-30 13F/A-1 Cummins COMM 231021106 1,750 -75 -4.11 224 9.80 0.0442
2016-10-18 2016-09-30 13F Cummins COMM 231021106 1,825 204
2016-07-18 2016-06-30 13F Cummins COMM 231021106 1,825 -200 -9.88 204 -8.52 0.0400
2016-04-19 2016-03-31 13F Cummins COMM 231021106 2,025 -630 -23.73 223 -4.70 0.0433
2016-01-19 2015-12-31 13F/A-1 Cummins COMM 231021106 2,655 -2,390 -47.37 234 -57.45 0.0462
2016-01-19 2015-12-31 13F Cummins COMM 231021106 2,655 234
2015-10-16 2015-09-30 13F Cummins COMM 231021106 5,045 -600 -10.63 550 -25.58 0.1129
2015-07-20 2015-06-30 13F Cummins COMM 231021106 5,645 0 0.00 739 -5.86 0.1434
2015-04-20 2015-03-31 13F Cummins COMM 231021106 5,645 -50 -0.88 785 -4.27 0.1509
2015-01-22 2014-12-31 13F Cummins COMM 231021106 5,695 500 9.62 820 19.53 0.1600
2014-10-21 2014-09-30 13F Cummins COMM 231021106 5,195 -100 -1.89 686 -15.83 0.1430
2014-07-30 2014-06-30 13F/A-1 Cummins COMM 231021106 5,295 -350 -6.20 815 -3.09 0.1715
2014-07-24 2014-06-30 13F Cummins COMM 231021106 5,645 841
2014-04-17 2014-03-31 13F Cummins COMM 231021106 5,645 200 3.67 841 9.51 0.1828
2014-01-21 2013-12-31 13F Cummins COMM 231021106 5,445 150 2.83 768 9.09 0.1685
2013-10-22 2013-09-30 13F/A-1 Cummins COMM 231021106 5,295 -35 -0.66 704 22.22 0.1688
2013-10-21 2013-09-30 13F Cummins COMM 231021106 704 704
2013-07-19 2013-06-30 13F Cummins COMM 231021106 5,330 5,330 576 0.1439
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.