Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership1,168 shares
Latest Disclosed Value $ 628,407
Evercore Wealth Management, LLC ownership in CMI / Cummins Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,168 shares of Cummins Inc. (MX:CMI) valued at $628,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,168 shares of Cummins Inc.. This represents a change in shares of 0.00% 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.

Upgrade to unlock premium data and export to Excel .

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 1,168 0 0.00 628 5.37 0.0099
2026-02-17 2025-12-31 13F CUMMINS COM 231021106 1,168 -13 -1.10 596 19.68 0.0087
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 1,181 -53 -4.29 499 23.27 0.0073
2025-08-14 2025-06-30 13F CUMMINS COM 231021106 1,234 0 0.00 404 4.66 0.0063
2025-05-15 2025-03-31 13F CUMMINS COM 231021106 1,234 0 0.00 387 -10.23 0.0062
2025-02-14 2024-12-31 13F CUMMINS COM 231021106 1,234 0 0.00 430 7.77 0.0064
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 1,234 -150 -10.84 400 4.18 0.0060
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 1,384 0 0.00 383 -5.90 0.0060
2024-05-15 2024-03-31 13F CUMMINS COM 231021106 1,384 -14 -1.00 408 21.86 0.0064
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 1,398 20 1.45 335 6.37 0.0056
2023-11-14 2023-09-30 13F CUMMINS COM 231021106 1,378 0 0.00 315 -6.82 0.0059
2023-08-04 2023-06-30 13F CUMMINS COM 231021106 1,378 -100 -6.77 338 -4.53 0.0062
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 1,478 -48 -3.15 353 -4.34 0.0070
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 1,526 124 8.84 370 29.47 0.0077
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 1,402 -981 -41.17 285 -38.18 0.0064
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 2,383 -13 -0.54 461 -6.11 0.0097
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 2,396 979 69.09 491 58.90 0.0087
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 1,417 0 0.00 309 -2.83 0.0050
2021-11-15 2021-09-30 13F CUMMINS COM 231021106 1,417 0 0.00 318 -7.83 0.0058
2021-08-16 2021-06-30 13F CUMMINS COM 231021106 1,417 -5,004 -77.93 345 -79.27 0.0063
2021-05-17 2021-03-31 13F CUMMINS COM 231021106 6,421 -1,397 -17.87 1,664 -6.25 0.0330
2021-02-16 2020-12-31 13F CUMMINS COM 231021106 7,818 5,010 178.42 1,775 199.33 0.0382
2020-11-16 2020-09-30 13F CUMMINS COM 231021106 2,808 13 0.47 593 22.52 0.0145
2020-08-13 2020-06-30 13F CUMMINS COM 231021106 2,795 71 2.61 484 31.17 0.0129
2020-05-14 2020-03-31 13F CUMMINS COM 231021106 2,724 -88 -3.13 369 -26.64 0.0122
2020-02-13 2019-12-31 13F CUMMINS COM 231021106 2,812 641 29.53 503 42.49 0.0135
2019-11-14 2019-09-30 13F CUMMINS COM 231021106 2,171 167 8.33 353 2.92 0.0104
2019-08-13 2019-06-30 13F CUMMINS COM 231021106 2,004 -222 -9.97 343 -2.28 0.0104
2019-05-14 2019-03-31 13F CUMMINS COM 231021106 2,226 -225 -9.18 351 7.01 0.0113
2019-02-13 2018-12-31 13F CUMMINS COM 231021106 2,451 -28 -1.13 328 -9.39 0.0124
2018-11-13 2018-09-30 13F CUMMINS COM 231021106 2,479 0 0.00 362 9.70 0.0116
2018-08-14 2018-06-30 13F CUMMINS COM 231021106 2,479 0 0.00 330 -17.91 0.0113
2018-05-14 2018-03-31 13F CUMMINS COM 231021106 2,479 -22 -0.88 402 -9.05 0.0154
2018-02-13 2017-12-31 13F CUMMINS COM 231021106 2,501 -250 -9.09 442 -4.33 0.0164
2017-11-13 2017-09-30 13F CUMMINS COM 231021106 2,751 49 1.81 462 5.48 0.0180
2017-08-11 2017-06-30 13F CUMMINS COM 231021106 2,702 0 0.00 438 7.09 0.0169
2017-05-12 2017-03-31 13F CUMMINS COM 231021106 2,702 159 6.25 409 17.53 0.0160
2017-02-08 2016-12-31 13F CUMMINS COM 231021106 2,543 -103 -3.89 348 2.65 0.0144
2016-11-10 2016-09-30 13F CUMMINS COM 231021106 2,646 0 0.00 339 13.76 0.0140
2016-09-20 2016-06-30 13F/A-1 CUMMINS COM 231021106 2,646 -95 -3.47 298 -1.00 0.0132
2016-08-01 2016-06-30 13F CUMMINS COM 231021106 2,646 298
2016-05-02 2016-03-31 13F CUMMINS COM 231021106 2,741 -40 -1.44 301 23.36 0.0133
2016-02-16 2015-12-31 13F CUMMINS COM 231021106 2,781 326 13.28 244 -8.27 0.0113
2015-11-16 2015-09-30 13F CUMMINS COM 231021106 2,455 0 0.00 266 -17.13 0.0127
2015-08-06 2015-06-30 13F CUMMINS COM 231021106 2,455 -692 -21.99 321 -26.54 0.0145
2015-05-06 2015-03-31 13F CUMMINS COM 231021106 3,147 321 11.36 437 7.64 0.0201
2015-02-13 2014-12-31 13F CUMMINS COM 231021106 2,826 95 3.48 406 12.47 0.0202
2014-11-13 2014-09-30 13F CUMMINS COM 231021106 2,731 0 0.00 361 -14.45 0.0181
2014-08-14 2014-06-30 13F CUMMINS COM 231021106 2,731 -2,050 -42.88 422 -40.65 0.0218
2014-05-15 2014-03-31 13F CUMMINS COM 231021106 4,781 181 3.93 711 9.72 0.0399
2014-02-11 2013-12-31 13F CUMMINS COM 231021106 4,600 -34,911 -88.36 648 -87.65 0.0356
2013-11-13 2013-09-30 13F CUMMINS COM 231021106 39,511 -6,729 -14.55 5,249 4.67 0.3007
2013-08-14 2013-06-30 13F CUMMINS COM 231021106 46,240 46,240 5,015 0.2838
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.