Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionBlue Chip Partners, Inc.
Latest Disclosed Ownership1,476 shares
Latest Disclosed Value $ 794,306
Blue Chip Partners, Inc. reports 0.27% increase in ownership of CMI / Cummins Inc.

On May 15, 2026 - Blue Chip Partners, Inc. filed a 13F-HR form disclosing ownership of 1,476 shares of Cummins Inc. (MX:CMI) valued at $794,306 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,472 shares of Cummins Inc.. This represents a change in shares of 0.27% 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)
2026-05-15 2026-03-31 13F CUMMINS COM 231021106 1,476 4 0.27 794 5.73 0.0572
2026-02-17 2025-12-31 13F CUMMINS COM 231021106 1,472 -34 -2.26 752 18.08 0.0545
2025-11-17 2025-09-30 13F CUMMINS COM 231021106 1,506 10 0.67 636 30.06 0.0476
2025-08-15 2025-06-30 13F CUMMINS COM 231021106 1,496 -18 -1.19 490 3.16 0.0399
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 1,514 6 0.40 475 -9.71 0.0409
2025-01-31 2024-12-31 13F CUMMINS COM 231021106 1,508 6 0.40 526 8.02 0.0452
2024-11-04 2024-09-30 13F CUMMINS COM 231021106 1,502 7 0.47 486 17.68 0.0422
2024-07-29 2024-06-30 13F CUMMINS COM 231021106 1,495 7 0.47 414 -5.71 0.0382
2024-04-25 2024-03-31 13F CUMMINS COM 231021106 1,488 307 25.99 438 55.32 0.0426
2024-02-05 2023-12-31 13F CUMMINS COM 231021106 1,181 9 0.77 283 5.62 0.0295
2023-10-30 2023-09-30 13F CUMMINS COM 231021106 1,172 8 0.69 268 -6.32 0.0319
2023-08-02 2023-06-30 13F CUMMINS COM 231021106 1,164 9 0.78 285 3.64 0.0324
2023-05-01 2023-03-31 13F CUMMINS COM 231021106 1,155 -13 -1.11 276 -2.83 0.0327
2023-02-01 2022-12-31 13F CUMMINS COM 231021106 1,168 -4 -0.34 283 18.41 0.0352
2022-10-27 2022-09-30 13F CUMMINS COM 231021106 1,172 19 1.65 239 7.17 0.0328
2022-08-01 2022-06-30 13F CUMMINS COM 231021106 1,153 40 3.59 223 -2.19 0.0284
2022-05-04 2022-03-31 13F CUMMINS COM 231021106 1,113 -489 -30.52 228 -34.67 0.0283
2022-02-08 2021-12-31 13F CUMMINS COM 231021106 1,602 11 0.69 349 -2.24 0.0438
2021-11-02 2021-09-30 13F CUMMINS COM 231021106 1,591 30 1.92 357 -6.30 0.0501
2021-08-03 2021-06-30 13F CUMMINS COM 231021106 1,561 8 0.52 381 -5.46 0.0544
2021-05-04 2021-03-31 13F CUMMINS COM 231021106 1,553 8 0.52 403 14.81 0.0619
2021-02-05 2020-12-31 13F CUMMINS COM 231021106 1,545 0 0.00 351 7.67 0.0550
2020-10-27 2020-09-30 13F CUMMINS COM 231021106 1,545 -121 -7.26 326 12.80 0.0580
2020-07-30 2020-06-30 13F CUMMINS COM 231021106 1,666 -277 -14.26 289 9.89 0.0566
2020-05-08 2020-03-31 13F CUMMINS COM 231021106 1,943 -481 -19.84 263 -39.40 0.0654
2020-02-11 2019-12-31 13F CUMMINS COM 231021106 2,424 26 1.08 434 11.28 0.0825
2019-10-29 2019-09-30 13F CUMMINS COM 231021106 2,398 21 0.88 390 -4.18 0.0825
2019-07-31 2019-06-30 13F CUMMINS COM 231021106 2,377 -83 -3.37 407 4.90 0.0912
2019-04-23 2019-03-31 13F CUMMINS COM 231021106 2,460 -200 -7.52 388 9.30 0.0919
2019-02-05 2018-12-31 13F CUMMINS COM 231021106 2,660 -56 -2.06 355 -10.58 0.0893
2018-10-26 2018-09-30 13F CUMMINS COM 231021106 2,716 -656 -19.45 397 -11.38 0.0968
2018-07-25 2018-06-30 13F CUMMINS COM 231021106 3,372 -445 -11.66 448 -27.63 0.1186
2018-04-25 2018-03-31 13F CUMMINS COM 231021106 3,817 -362 -8.66 619 -16.12 0.1713
2018-01-31 2017-12-31 13F CUMMINS COM 231021106 4,179 353 9.23 738 14.77 0.2182
2017-11-07 2017-09-30 13F CUMMINS COM 231021106 3,826 26 0.68 643 4.38 0.2071
2017-08-07 2017-06-30 13F CUMMINS COM 231021106 3,800 -26 -0.68 616 6.39 0.2147
2017-05-08 2017-03-31 13F CUMMINS COM 231021106 3,826 476 14.21 579 26.42 0.2193
2017-02-01 2016-12-31 13F CUMMINS COM 231021106 3,350 583 21.07 458 29.01 0.1794
2016-11-04 2016-09-30 13F CUMMINS COM 231021106 2,767 22 0.80 355 14.89 0.1568
2016-08-19 2016-06-30 13F CUMMINS COM 231021106 2,745 23 0.84 309 3.34 0.1391
2016-05-10 2016-03-31 13F CUMMINS COM 231021106 2,722 172 6.75 299 33.48 0.1455
2016-02-02 2015-12-31 13F CUMMINS COM 231021106 2,550 2,550 224 0.1167
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.