Cummins Inc.
US ˙ NYSE ˙ US2310211063

SecurityCMI / Cummins Inc.
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership6,896 shares
Latest Disclosed Value $ 3,710,114
Ritholtz Wealth Management reports 19.91% increase in ownership of CMI / Cummins Inc.

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 6,896 shares of Cummins Inc. (US:CMI) valued at $3,710,186 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 5,751 shares of Cummins Inc.. This represents a change in shares of 19.91% during the quarter. The current value of the position is $4,490,813 USD.

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)
2026-04-20 2026-03-31 13F CUMMINS COM 231021106 6,896 1,145 19.91 3,710 26.41 0.0644
2026-01-23 2025-12-31 13F CUMMINS COM 231021106 5,751 587 11.37 2,935 34.57 0.0536
2025-10-28 2025-09-30 13F CUMMINS COM 231021106 5,164 145 2.89 2,181 32.74 0.0424
2025-07-28 2025-06-30 13F CUMMINS COM 231021106 5,019 -708 -12.36 1,644 -8.42 0.0363
2025-04-17 2025-03-31 13F CUMMINS COM 231021106 5,727 -555 -8.83 1,795 -18.04 0.0536
2025-01-15 2024-12-31 13F CUMMINS COM 231021106 6,282 330 5.54 2,190 13.60 0.0643
2024-10-10 2024-09-30 13F CUMMINS COM 231021106 5,952 484 8.85 1,927 27.28 0.0581
2024-08-01 2024-06-30 13F CUMMINS COM 231021106 5,468 134 2.51 1,514 -3.63 0.0500
2024-04-24 2024-03-31 13F CUMMINS COM 231021106 5,334 591 12.46 1,572 38.29 0.0542
2024-01-18 2023-12-31 13F CUMMINS COM 231021106 4,743 130 2.82 1,136 7.88 0.0441
2023-10-13 2023-09-30 13F CUMMINS COM 231021106 4,613 -305 -6.20 1,054 -12.61 0.0473
2023-07-17 2023-06-30 13F CUMMINS COM 231021106 4,918 39 0.80 1,206 3.43 0.0542
2023-04-20 2023-03-31 13F CUMMINS COM 231021106 4,879 -973 -16.63 1,166 -17.78 0.0581
2023-01-19 2022-12-31 13F CUMMINS COM 231021106 5,852 -1,938 -24.88 1,418 -10.60 0.0792
2022-10-19 2022-09-30 13F CUMMINS COM 231021106 7,790 2,373 43.81 1,585 51.24 0.0842
2022-07-15 2022-06-30 13F CUMMINS COM 231021106 5,417 1,115 25.92 1,048 18.82 0.0660
2022-04-14 2022-03-31 13F CUMMINS COM 231021106 4,302 -282 -6.15 882 -11.80 0.0596
2022-01-18 2021-12-31 13F CUMMINS COM 231021106 4,584 -92 -1.97 1,000 -4.76 0.0622
2021-10-14 2021-09-30 13F CUMMINS COM 231021106 4,676 -238 -4.84 1,050 -12.35 0.0728
2021-07-20 2021-06-30 13F CUMMINS COM 231021106 4,914 309 6.71 1,198 0.42 0.0863
2021-05-12 2021-03-31 13F CUMMINS COM 231021106 4,605 214 4.87 1,193 19.66 0.0993
2021-01-19 2020-12-31 13F CUMMINS COM 231021106 4,391 211 5.05 997 12.91 0.0954
2020-10-23 2020-09-30 13F CUMMINS COM 231021106 4,180 756 22.08 883 48.90 0.0992
2020-07-15 2020-06-30 13F CUMMINS COM 231021106 3,424 1,290 60.45 593 105.19 0.0764
2020-04-09 2020-03-31 13F CUMMINS COM 231021106 2,134 933 77.69 289 34.42 0.0463
2020-01-17 2019-12-31 13F CUMMINS COM 231021106 1,201 1,201 215 0.0314
2018-04-17 2018-03-31 13F CUMMINS COM 231021106 0 -1,195 -100.00 0 -100.00
2018-01-23 2017-12-31 13F CUMMINS COM 231021106 1,195 1,195 211 0.0625
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.