Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership4,124 shares
Latest Disclosed Value $ 2,218,787
AE Wealth Management LLC reports 55.86% decrease in ownership of CMI / Cummins Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 4,124 shares of Cummins Inc. (MX:CMI) valued at $2,218,787 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 9,344 shares of Cummins Inc.. This represents a change in shares of -55.86% 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)
2026-05-13 2026-03-31 13F CUMMINS COM 231021106 4,124 -5,220 -55.86 2,219 -53.49 0.0004
2026-01-26 2025-12-31 13F CUMMINS COM 231021106 9,344 -6,646 -41.56 4,770 -29.38 0.0274
2025-11-03 2025-09-30 13F CUMMINS COM 231021106 15,990 529 3.42 6,754 33.38 0.0431
2025-08-06 2025-06-30 13F CUMMINS COM 231021106 15,461 834 5.70 5,064 10.45 0.0370
2025-05-06 2025-03-31 13F CUMMINS COM 231021106 14,627 -232 -1.56 4,585 -11.49 0.0386
2025-02-13 2024-12-31 13F CUMMINS COM 231021106 14,859 -78 -0.52 5,180 7.09 0.0439
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 14,937 92 0.62 4,837 17.66 0.0439
2024-08-12 2024-06-30 13F CUMMINS COM 231021106 14,845 -117 -0.78 4,111 -6.76 0.0411
2024-05-15 2024-03-31 13F CUMMINS COM 231021106 14,962 -3,933 -20.82 4,408 -3.04 0.0498
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 18,895 8 0.04 4,547 5.35 0.0232
2023-10-11 2023-09-30 13F CUMMINS COM 231021106 18,887 786 4.34 4,315 -2.71 0.0258
2023-07-10 2023-06-30 13F CUMMINS COM 231021106 18,101 11,071 157.48 4,436 164.15 0.0267
2023-04-14 2023-03-31 13F CUMMINS COM 231021106 7,030 -1,359 -16.20 1,679 -17.37 0.0108
2023-01-31 2022-12-31 13F CUMMINS COM 231021106 8,389 -1,182 -12.35 2,033 4.31 0.0147
2022-10-25 2022-09-30 13F CUMMINS COM 231021106 9,571 -1,501 -13.56 1,948 -9.10 0.0154
2022-08-03 2022-06-30 13F CUMMINS COM 231021106 11,072 -16,268 -59.50 2,143 -61.79 0.0171
2022-04-18 2022-03-31 13F CUMMINS COM 231021106 27,340 15,220 125.58 5,608 112.10 0.0385
2022-01-20 2021-12-31 13F CUMMINS COM 231021106 12,120 -312 -2.51 2,644 -5.30 0.0184
2021-11-01 2021-09-30 13F CUMMINS COM 231021106 12,432 -402 -3.13 2,792 -10.77 0.0230
2021-07-21 2021-06-30 13F CUMMINS COM 231021106 12,834 5,920 85.62 3,129 74.61 0.0273
2021-04-27 2021-03-31 13F CUMMINS COM 231021106 6,914 1,492 27.52 1,792 45.57 0.0181
2021-02-01 2020-12-31 13F CUMMINS COM 231021106 5,422 104 1.96 1,231 9.62 0.0140
2020-11-06 2020-09-30 13F CUMMINS COM 231021106 5,318 40 0.76 1,123 22.87 0.0160
2020-08-05 2020-06-30 13F CUMMINS COM 231021106 5,278 352 7.15 914 37.03 0.0141
2020-05-07 2020-03-31 13F CUMMINS COM 231021106 4,926 490 11.05 667 -15.99 0.0153
2020-01-15 2019-12-31 13F CUMMINS COM 231021106 4,436 390 9.64 794 20.67 0.0172
2019-11-05 2019-09-30 13F CUMMINS COM 231021106 4,046 -154 -3.67 658 -8.61 0.0190
2019-07-22 2019-06-30 13F CUMMINS COM 231021106 4,200 1,077 34.49 720 46.04 0.0216
2019-05-14 2019-03-31 13F CUMMINS COM 231021106 3,123 240 8.32 493 28.05 0.0343
2019-02-14 2018-12-31 13F CUMMINS COM 231021106 2,883 -536 -15.68 385 -22.85 0.0659
2018-11-13 2018-09-30 13F CUMMINS COM 231021106 3,419 383 12.62 499 23.51 0.0275
2018-08-14 2018-06-30 13F CUMMINS COM 231021106 3,036 -18 -0.59 404 -18.38 0.0275
2018-05-14 2018-03-31 13F CUMMINS COM 231021106 3,054 1,833 150.12 495 129.17 0.0382
2018-02-06 2017-12-31 13F CUMMINS COM 231021106 1,221 -4,495 -78.64 216 -77.52 0.0191
2017-11-08 2017-09-30 13F CUMMINS COM 231021106 5,716 95 1.69 961 5.37 0.0892
2017-08-11 2017-06-30 13F CUMMINS COM 231021106 5,621 4,194 293.90 912 322.22 0.1088
2017-05-10 2017-03-31 13F CUMMINS COM 231021106 1,427 1,427 216 0.0400
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.