Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionDestination Wealth Management
Latest Disclosed Ownership1,106 shares
Latest Disclosed Value $ 595,103
Destination Wealth Management reports 49.06% increase in ownership of CMI / Cummins Inc.

On May 15, 2026 - Destination Wealth Management filed a 13F-HR form disclosing ownership of 1,106 shares of Cummins Inc. (MX:CMI) valued at $595,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 742 shares of Cummins Inc.. This represents a change in shares of 49.06% 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 1,106 364 49.06 595 57.41 0.0155
2026-02-13 2025-12-31 13F CUMMINS COM 231021106 742 -215 -22.47 379 -6.44 0.0099
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 957 227 31.10 404 69.04 0.0111
2025-08-14 2025-06-30 13F CUMMINS COM 231021106 730 -73 -9.09 239 -4.78 0.0070
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 803 102 14.55 252 2.87 0.0079
2025-02-07 2024-12-31 13F CUMMINS COM 231021106 701 0 0.00 244 7.96 0.0076
2024-11-25 2024-09-30 13F CUMMINS COM 231021106 701 701 227 0.0070
2024-07-25 2024-06-30 13F CUMMINS COM 231021106 0 -700 -100.00 0 -100.00
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 700 700 206 0.0069
2021-08-13 2021-06-30 13F CUMMINS COM 231021106 0 -774 -100.00 0 -100.00
2021-05-05 2021-03-31 13F CUMMINS COM 231021106 774 774 201 0.0083
2019-07-19 2019-06-30 13F CUMMINS COM 231021106 0 -10 -100.00 0 -100.00
2019-05-01 2019-03-31 13F CUMMINS COM 231021106 10 10 2 0.0001
2019-02-05 2018-12-31 13F CUMMINS COM 231021106 0 -110 -100.00 0 -100.00
2018-11-07 2018-09-30 13F CUMMINS COM 231021106 110 110 16 0.0009
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.