Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership5,038 shares
Latest Disclosed Value $ 2,710,761
EP Wealth Advisors, Inc. reports 4.93% decrease in ownership of CMI / Cummins Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 5,038 shares of Cummins Inc. (MX:CMI) valued at $2,710,761 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 5,299 shares of Cummins Inc.. This represents a change in shares of -4.93% 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 5,038 -261 -4.93 2,711 0.22 0.0133
2026-02-18 2025-12-31 13F CUMMINS COM 231021106 5,299 1,623 44.15 2,705 124.77 0.0141
2025-08-14 2025-06-30 13F Cummins COM 231021106 3,676 518 16.40 1,204 21.64 0.0079
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 3,158 -159 -4.79 990 -14.45 0.0079
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 3,317 -73 -2.15 1,156 5.38 0.0094
2024-11-15 2024-09-30 13F CUMMINS COM 231021106 3,390 1,514 80.70 1,097 111.37 0.0094
2024-08-19 2024-06-30 13F Cummins COM 231021106 1,876 35 1.90 520 -4.24 0.0055
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 1,841 -84 -4.36 542 17.57 0.0063
2024-02-28 2023-12-31 13F Cummins COM 231021106 1,925 -407 -17.45 461 -13.35 0.0059
2023-11-24 2023-09-30 13F CUMMINS COM 231021106 2,332 -2,323 -49.90 533 0.76 0.0083
2023-08-14 2023-06-30 13F CUMMINS COM 231021106 4,655 3,897 514.12 529 -59.20 0.0076
2023-06-05 2023-03-31 13F CUMMINS COM 231021106 758 -1,121 -59.66 1,295 184.40 0.0223
2023-06-12 2022-12-31 13F CUMMINS COM 231021106 1,879 1,879 455 0.0082
2022-12-02 2022-09-30 13F CUMMINS COM 231021106 0 -2,597 -100.00 0 -100.00
2022-08-11 2022-06-30 13F CUMMINS COM 231021106 2,597 -386 -12.94 503 -17.81 0.0113
2022-05-20 2022-03-31 13F CUMMINS COM 231021106 2,983 -798 -21.11 612 -25.82 0.0134
2022-02-17 2021-12-31 13F CUMMINS COM 231021106 3,781 -45 -1.18 825 -3.96 0.0195
2021-11-23 2021-09-30 13F/A-1 CUMMINS COM 231021106 3,826 -2,640 -40.83 859 -45.49 0.0236
2021-11-16 2021-09-30 13F CUMMINS COM 231021106 505,511 499,045 859 0.0236
2021-08-24 2021-06-30 13F CUMMINS COM 231021106 6,466 -899 -12.21 1,576 -17.40 0.0437
2021-05-17 2021-03-31 13F CUMMINS COM 231021106 7,365 6,095 479.92 1,908 562.50 0.0607
2021-02-18 2020-12-31 13F CUMMINS COM 231021106 1,270 -289 -18.54 288 -12.46 0.0101
2020-11-17 2020-09-30 13F CUMMINS COM 231021106 1,559 -200 -11.37 329 7.87 0.0142
2020-08-14 2020-06-30 13F CUMMINS COM 231021106 1,759 -395 -18.34 305 4.81 0.0130
2020-05-18 2020-03-31 13F CUMMINS COM 231021106 2,154 -926 -30.06 291 -47.19 0.0142
2020-02-14 2019-12-31 13F CUMMINS COM 231021106 3,080 870 39.37 551 53.48 0.0227
2019-11-18 2019-09-30 13F CUMMINS COM 231021106 2,210 306 16.07 359 10.12 0.0178
2019-08-27 2019-06-30 13F CUMMINS COM 231021106 1,904 335 21.35 326 31.45 0.0204
2019-05-20 2019-03-31 13F CUMMINS COM 231021106 1,569 -75 -4.56 248 12.73 0.0238
2019-02-15 2018-12-31 13F CUMMINS COM 231021106 1,644 -1,725 -51.20 220 -55.28 0.0170
2018-11-15 2018-09-30 13F CUMMINS COM 231021106 3,369 3,369 492 0.0384
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.