Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership84 shares
Latest Disclosed Value $ 44,960
Winch Advisory Services, LLC reports 1.20% increase in ownership of CMI / Cummins Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 84 shares of Cummins Inc. (MX:CMI) valued at $44,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 83 shares of Cummins Inc.. This represents a change in shares of 1.20% 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)
2026-04-30 2026-03-31 13F CUMMINS COM 231021106 84 1 1.20 45 4.76 0.0103
2026-02-03 2025-12-31 13F CUMMINS COM 231021106 83 0 0.00 43 20.00 0.0094
2025-11-12 2025-09-30 13F CUMMINS COM 231021106 83 0 0.00 35 29.63 0.0079
2025-08-07 2025-06-30 13F CUMMINS COM 231021106 83 1 1.22 27 8.00 0.0066
2025-05-06 2025-03-31 13F CUMMINS COM 231021106 82 0 0.00 26 -10.71 0.0068
2025-01-14 2024-12-31 13F CUMMINS COM 231021106 82 1 1.23 28 7.69 0.0074
2024-10-21 2024-09-30 13F CUMMINS COM 231021106 81 0 0.00 26 18.18 0.0073
2024-07-31 2024-06-30 13F CUMMINS COM 231021106 81 1 1.25 22 -4.35 0.0064
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 80 0 0.00 24 21.05 0.0072
2024-01-18 2023-12-31 13F CUMMINS COM 231021106 80 1 1.27 19 0.0063
2023-11-06 2023-09-30 13F CUMMINS COM 231021106 79 0 0.00 0 0.0066
2023-08-08 2023-06-30 13F CUMMINS COM 231021106 79 1 1.28 0 0.0068
2023-05-10 2023-03-31 13F CUMMINS COM 231021106 78 0 0.00 0 0.0074
2023-01-26 2022-12-31 13F CUMMINS COM 231021106 78 1 1.30 0 -100.00 0.0081
2022-10-31 2022-09-30 13F CUMMINS COM 231021106 77 0 0.00 16 6.67 0.0069
2022-08-12 2022-06-30 13F CUMMINS COM 231021106 77 1 1.32 15 -6.25 0.0061
2022-04-26 2022-03-31 13F CUMMINS INC COM COM 231021106 76 0 0.00 16 -5.88 0.0056
2022-02-04 2021-12-31 13F CUMMINS INC COM COM 231021106 76 1 1.33 17 0.00 0.0056
2021-11-10 2021-09-30 13F CUMMINS INC COM COM 231021106 75 0 0.00 17 -5.56 0.0059
2021-08-05 2021-06-30 13F CUMMINS INC COM COM 231021106 75 1 1.35 18 -5.26 0.0065
2021-05-03 2021-03-31 13F CUMMINS INC COM COM 231021106 74 0 0.00 19 11.76 0.0076
2021-02-09 2020-12-31 13F CUMMINS INC COM COM 231021106 74 0 0.00 17 6.25 0.0071
2020-11-04 2020-09-30 13F CUMMINS INC COM COM 231021106 74 1 1.37 16 23.08 0.0068
2020-08-12 2020-06-30 13F CUMMINS INC COM COM 231021106 73 0 0.00 13 30.00 0.0062
2020-05-13 2020-03-31 13F CUMMINS INC COM COM 231021106 73 1 1.39 10 -23.08 0.0050
2020-02-12 2019-12-31 13F CUMMINS INC COM COM 231021106 72 1 1.41 13 8.33 0.0062
2019-11-13 2019-09-30 13F CUMMINS INC COM COM 231021106 71 0 0.00 12 0.00 0.0062
2019-08-07 2019-06-30 13F CUMMINS INC COM COM 231021106 71 1 1.43 12 9.09 0.0063
2019-05-13 2019-03-31 13F CUMMINS INC COM COM 231021106 70 0 0.00 11 22.22 0.0061
2019-02-05 2018-12-31 13F CUMMINS INC COM COM 231021106 70 1 1.45 9 -10.00 0.0050
2018-11-13 2018-09-30 13F CUMMINS INC COM COM 231021106 69 0 0.00 10 11.11 0.0050
2018-08-13 2018-06-30 13F CUMMINS INC COM COM 231021106 69 -5,384 -98.73 9 -98.98 0.0048
2018-05-11 2018-03-31 13F CUMMINS INC COM COM 231021106 5,453 -5,909 -52.01 884 -55.95 0.5179
2018-02-13 2017-12-31 13F CUMMINS INC COM COM 231021106 11,362 510 4.70 2,007 10.09 1.2067
2017-11-13 2017-09-30 13F CUMMINS INC COM COM 231021106 10,852 224 2.11 1,823 5.74 1.1858
2017-08-07 2017-06-30 13F Cummins, Inc. COM 231021106 10,628 195 1.87 1,724 9.25 1.0849
2017-05-01 2017-03-31 13F CUMMINS INC COM COM 231021106 10,433 10,433 1,578 1.0014
2015-11-13 2015-09-30 13F CUMMINS INC COM COM 231021106 0 -71 -100.00 0 -100.00
2015-08-11 2015-06-30 13F CUMMINS INC COM COM 231021106 71 0 0.00 9 -10.00 0.0049
2015-05-14 2015-03-31 13F CUMMINS INC COM COM 231021106 71 71 0.00 10 0.0058
2015-02-11 2014-12-31 13F Cummings COM 231021106 0 -70 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Cummings COM 231021106 70 -11,582 -99.40 9 -99.50 0.0058
2014-08-15 2014-06-30 13F Cummings COM 231021106 11,652 7,323 169.16 1,798 178.76 1.0551
2014-05-14 2014-03-31 13F Cummings COM 231021106 4,329 4,329 645 0.4085
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.