Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership1,567 shares
Latest Disclosed Value $ 843,096
Mutual Advisors, LLC reports 40.30% decrease in ownership of CMI / Cummins Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 1,567 shares of Cummins Inc. (MX:CMI) valued at $843,096 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,625 shares of Cummins Inc.. This represents a change in shares of -40.30% 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)
2026-05-01 2026-03-31 13F CUMMINS COM 231021106 1,567 -1,058 -40.30 843 -37.04 0.0180
2026-02-02 2025-12-31 13F CUMMINS COM 231021106 2,625 -89 -3.28 1,340 18.18 0.0287
2025-11-04 2025-09-30 13F CUMMINS COM 231021106 2,714 45 1.69 1,134 14.91 0.0250
2025-07-28 2025-06-30 13F CUMMINS COM 231021106 2,669 63 2.42 986 29.06 0.0246
2025-04-28 2025-03-31 13F CUMMINS COM 231021106 2,606 188 7.78 764 -13.67 0.0219
2025-01-17 2024-12-31 13F CUMMINS COM 231021106 2,418 -159 -6.17 886 3.39 0.0256
2024-10-25 2024-09-30 13F CUMMINS COM 231021106 2,577 149 6.14 857 21.07 0.0250
2024-07-30 2024-06-30 13F CUMMINS COM 231021106 2,428 23 0.96 707 -0.14 0.0213
2024-05-02 2024-03-31 13F CUMMINS COM 231021106 2,405 288 13.60 709 39.64 0.0227
2024-01-12 2023-12-31 13F CUMMINS COM 231021106 2,117 357 20.28 507 26.12 0.0176
2023-11-13 2023-09-30 13F CUMMINS COM 231021106 1,760 -64 -3.51 402 -10.07 0.0157
2023-07-31 2023-06-30 13F CUMMINS COM 231021106 1,824 9 0.50 447 3.23 0.0170
2023-04-11 2023-03-31 13F CUMMINS COM 231021106 1,815 233 14.73 434 13.05 0.0178
2023-01-12 2022-12-31 13F CUMMINS COM 231021106 1,582 -445 -21.95 383 -7.26 0.0171
2022-11-03 2022-09-30 13F CUMMINS COM 231021106 2,027 -240 -10.59 413 -5.92 0.0212
2022-08-15 2022-06-30 13F CUMMINS COM 231021106 2,267 -21 -0.92 439 -6.40 0.0291
2022-05-09 2022-03-31 13F CUMMINS COM 231021106 2,288 -72 -3.05 469 -8.93 0.0262
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 2,360 362 18.12 515 14.70 0.0273
2021-11-15 2021-09-30 13F CUMMINS COM 231021106 1,998 -436 -17.91 449 -24.28 0.0266
2021-08-12 2021-06-30 13F CUMMINS COM 231021106 2,434 34 1.42 593 -4.66 0.0352
2021-05-13 2021-03-31 13F CUMMINS COM 231021106 2,400 839 53.75 622 75.21 0.0426
2021-02-11 2020-12-31 13F CUMMINS COM 231021106 1,561 -25 -1.58 355 5.97 0.0264
2020-11-13 2020-09-30 13F CUMMINS COM 231021106 1,586 -10 -0.63 335 20.94 0.0290
2020-08-05 2020-06-30 13F CUMMINS COM 231021106 1,596 -100 -5.90 277 20.43 0.0272
2020-05-13 2020-03-31 13F CUMMINS COM 231021106 1,696 307 22.10 230 -7.63 0.0312
2020-02-11 2019-12-31 13F CUMMINS COM 231021106 1,389 -319 -18.68 249 -10.43 0.0265
2019-11-01 2019-09-30 13F CUMMINS COM 231021106 1,708 -957 -35.91 278 -39.17 0.0367
2019-08-15 2019-06-30 13F CUMMINS COM 231021106 2,665 2,665 457 0.0594
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.