Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership35,722 shares
Latest Disclosed Value $ 19,218,909
Cwm, Llc reports 17.59% increase in ownership of CMI / Cummins Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 35,722 shares of Cummins Inc. (MX:CMI) valued at $19,218,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 30,378 shares of Cummins Inc.. This represents a change in shares of 17.59% 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)
2026-05-14 2026-03-31 13F CUMMINS COM 231021106 35,722 5,344 17.59 19,219 128,020.00 0.0505
2026-01-26 2025-12-31 13F CUMMINS COM 231021106 30,378 2,143 7.59 16 36.36 0.0420
2025-10-15 2025-09-30 13F CUMMINS COM 231021106 28,235 10,411 58.41 12 120.00 0.0359
2025-07-25 2025-06-30 13F CUMMINS COM 231021106 17,824 -4,731 -20.98 6 -28.57 0.0206
2025-05-01 2025-03-31 13F CUMMINS COM 231021106 22,555 9,593 74.01 7 75.00 0.0282
2025-02-04 2024-12-31 13F CUMMINS COM 231021106 12,962 893 7.40 5 33.33 0.0188
2024-10-08 2024-09-30 13F CUMMINS COM 231021106 12,069 1,786 17.37 4 50.00 0.0168
2024-07-10 2024-06-30 13F CUMMINS COM 231021106 10,283 1,225 13.52 3 0.00 0.0134
2024-04-05 2024-03-31 13F CUMMINS COM 231021106 9,058 592 6.99 3 0.00 0.0130
2024-02-01 2023-12-31 13F CUMMINS COM 231021106 8,466 446 5.56 2 100.00 0.0109
2023-10-11 2023-09-30 13F CUMMINS COM 231021106 8,020 684 9.32 2 0.00 0.0112
2023-08-03 2023-06-30 13F CUMMINS COM 231021106 7,336 307 4.37 2 0.00 0.0111
2023-05-01 2023-03-31 13F CUMMINS COM 231021106 7,029 -324 -4.41 2 0.00 0.0113
2023-02-01 2022-12-31 13F CUMMINS COM 231021106 7,353 684 10.26 2 -99.93 0.0131
2022-10-27 2022-09-30 13F CUMMINS COM 231021106 6,669 443 7.12 1,357 12.61 0.0108
2022-07-28 2022-06-30 13F CUMMINS COM 231021106 6,226 555 9.79 1,205 3.61 0.0093
2022-04-21 2022-03-31 13F CUMMINS COM 231021106 5,671 1,007 21.59 1,163 14.36 0.0082
2022-01-31 2021-12-31 13F CUMMINS COM 231021106 4,664 908 24.17 1,017 11.03 0.0072
2021-09-15 2021-06-30 13F/A-1 CUMMINS COM 231021106 3,756 0 0.00 916 0.00 0.0073
2021-07-29 2021-06-30 13F CUMMINS COM 231021106 3,756 0 916 0.0073
2021-09-15 2021-03-31 13F/A-1 CUMMINS COM 231021106 3,756 0 0.00 916 0.00 0.0073
2021-04-27 2021-03-31 13F CUMMINS COM 231021106 3,704 -52 960 0.0084
2021-09-15 2020-12-31 13F/A-1 CUMMINS COM 231021106 3,756 0 0.00 916 0.00 0.0073
2021-01-27 2020-12-31 13F CUMMINS COM 231021106 5,347 1,591 1,214 0.0114
2021-09-15 2020-09-30 13F/A-1 CUMMINS COM 231021106 3,756 0 0.00 916 0.00 0.0073
2020-10-19 2020-09-30 13F CUMMINS COM 231021106 3,793 37 801 0.0089
2021-09-15 2020-06-30 13F/A-1 CUMMINS COM 231021106 3,756 0 0.00 916 0.00 0.0073
2020-07-22 2020-06-30 13F CUMMINS COM 231021106 3,542 -214 614 0.0073
2021-09-15 2020-03-31 13F/A-1 CUMMINS COM 231021106 3,756 0 0.00 916 0.00 0.0073
2020-04-28 2020-03-31 13F CUMMINS COM 231021106 3,284 -472 444 0.0066
2021-09-14 2019-12-31 13F/A-1 CUMMINS COM 231021106 3,756 0 0.00 916 0.00 0.0073
2020-01-27 2019-12-31 13F CUMMINS COM 231021106 4,617 861 826 0.0106
2021-09-14 2019-09-30 13F/A-1 CUMMINS COM 231021106 3,756 0 0.00 916 0.00 0.0073
2019-10-22 2019-09-30 13F CUMMINS COM 231021106 5,429 1,673 883 0.0129
2021-09-14 2019-06-30 13F/A-1 CUMMINS COM 231021106 3,756 0 0.00 916 0.00 0.0073
2019-07-31 2019-06-30 13F CUMMINS COM 231021106 1,318 -2,438 226 0.0037
2021-09-02 2019-03-31 13F/A-1 CUMMINS COM 231021106 3,756 3,205 581.67 916 1,137.84 0.0073
2019-04-22 2019-03-31 13F CUMMINS COM 231021106 723 172 114 0.0023
2019-01-25 2018-12-31 13F CUMMINS COM 231021106 551 145 35.71 74 25.42 0.0018
2018-10-29 2018-09-30 13F CUMMINS COM 231021106 406 253 165.36 59 195.00 0.0015
2018-07-31 2018-06-30 13F CUMMINS COM 231021106 153 12 8.51 20 -13.04 0.0007
2018-04-26 2018-03-31 13F CUMMINS COM 231021106 141 -17 -10.76 23 -17.86 0.0009
2018-01-16 2017-12-31 13F CUMMINS COM 231021106 158 -1,054 -86.96 28 -86.27 0.0012
2017-10-16 2017-09-30 13F CUMMINS COM 231021106 1,212 72 6.32 204 10.27 0.0096
2017-07-17 2017-06-30 13F CUMMINS COM 231021106 1,140 0 0.00 185 7.56 0.0095
2017-04-17 2017-03-31 13F CUMMINS COM 231021106 1,140 -50 -4.20 172 5.52 0.0097
2017-01-19 2016-12-31 13F CUMMINS COM 231021106 1,190 50 4.39 163 11.64 0.0100
2016-10-17 2016-09-30 13F CUMMINS COM 231021106 1,140 -500 -30.49 146 -20.65 0.0101
2016-07-21 2016-06-30 13F CUMMINS COM 231021106 1,640 1,500 1,071.43 184 1,126.67 0.0134
2016-04-18 2016-03-31 13F CUMMINS COM 231021106 140 140 0.00 15 0.0013
2016-02-01 2015-12-31 13F CUMMINS COM 231021106 0 -62,242 -100.00 0 -100.00
2015-10-30 2015-09-30 13F CUMMINS COM 231021106 62,242 10,137 19.45 6,758 -1.14 0.6803
2015-07-09 2015-06-30 13F CUMMINS COM 231021106 52,105 52,074 167,980.65 6,836 170,800.00 0.6559
2014-02-14 2013-12-31 13F CUMMINS COM 231021106 31 -5 -13.89 4 -20.00 0.0006
2013-11-14 2013-09-30 13F CUMMINS COM 231021106 36 36 5 0.0013
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.