Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership16,033 shares
Latest Disclosed Value $ 8,626,075
Principle Wealth Partners Llc reports 2.02% decrease in ownership of CMI / Cummins Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 16,033 shares of Cummins Inc. (MX:CMI) valued at $8,626,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 16,363 shares of Cummins Inc.. This represents a change in shares of -2.02% 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)
2026-05-07 2026-03-31 13F CUMMINS COM 231021106 16,033 -330 -2.02 8,626 3.28 0.4930
2026-02-06 2025-12-31 13F CUMMINS COM 231021106 16,363 31 0.19 8,352 21.08 0.4699
2025-11-03 2025-09-30 13F CUMMINS COM 231021106 16,332 40 0.25 6,898 29.30 0.4004
2025-07-30 2025-06-30 13F CUMMINS COM 231021106 16,292 -520 -3.09 5,336 1.25 0.3332
2025-05-06 2025-03-31 13F CUMMINS COM 231021106 16,812 -135 -0.80 5,270 -10.80 0.3766
2025-01-29 2024-12-31 13F CUMMINS COM 231021106 16,947 -330 -1.91 5,908 5.60 0.4146
2024-11-13 2024-09-30 13F CUMMINS COM 231021106 17,277 -415 -2.35 5,594 14.19 0.3962
2024-08-13 2024-06-30 13F CUMMINS COM 231021106 17,692 0 0.00 4,899 -6.01 0.3729
2024-04-23 2024-03-31 13F/A-1 CUMMINS COM 231021106 17,692 57 0.32 5,213 23.39 0.4071
2024-04-23 2024-03-31 13F CUMMINS COM 231021106 17,692 57 5,213 0.4071
2024-02-05 2023-12-31 13F CUMMINS COM 231021106 17,635 0 0.00 4,225 4.87 0.3637
2023-11-01 2023-09-30 13F CUMMINS COM 231021106 17,635 0 0.00 4,029 -6.82 0.4049
2023-07-31 2023-06-30 13F CUMMINS COM 231021106 17,635 515 3.01 4,323 5.72 0.4345
2023-05-10 2023-03-31 13F CUMMINS COM 231021106 17,120 -475 -2.70 4,090 -4.08 0.4372
2023-02-02 2022-12-31 13F CUMMINS INC COM Stock 231021106 17,595 -560 -3.08 4,263 15.37 0.4831
2022-11-14 2022-09-30 13F CUMMINS INC COM Stock 231021106 18,155 2,085 12.97 3,695 18.81 0.3485
2022-08-02 2022-06-30 13F CUMMINS INC COM Stock 231021106 16,070 3,170 24.57 3,110 17.54 0.3743
2022-05-12 2022-03-31 13F CUMMINS INC COM Stock 231021106 12,900 3,651 39.47 2,646 31.12 0.2782
2022-02-11 2021-12-31 13F CUMMINS INC COM Stock 231021106 9,249 2,081 29.03 2,018 25.34 0.2119
2021-11-16 2021-09-30 13F CUMMINS INC COM Stock 231021106 7,168 758 11.83 1,610 3.01 0.1859
2021-08-13 2021-06-30 13F CUMMINS INC COM Stock 231021106 6,410 1 0.02 1,563 -5.90 0.1775
2021-05-18 2021-03-31 13F CUMMINS INC COM Stock 231021106 6,409 629 10.88 1,661 26.50 0.1942
2021-02-16 2020-12-31 13F CUMMINS INC COM Stock 231021106 5,780 4,163 257.45 1,313 285.04 0.1730
2020-11-16 2020-09-30 13F CUMMINS INC COM Stock 231021106 1,617 0 0.00 341 21.79 0.0950
2020-08-14 2020-06-30 13F CUMMINS INC COM Stock 231021106 1,617 -200 -11.01 280 13.82 0.0822
2020-05-13 2020-03-31 13F CUMMINS INC COM Stock 231021106 1,817 0 0.00 246 -24.31 0.0923
2020-02-04 2019-12-31 13F CUMMINS INC COM Stock 231021106 1,817 -130 -6.68 325 2.52 0.1038
2019-11-05 2019-09-30 13F CUMMINS INC COM Stock 231021106 1,947 67 3.56 317 -1.55 0.1096
2019-11-05 2019-06-30 13F CUMMINS INC COM Stock 231021106 1,880 470 33.33 322 44.39 0.1657
2019-10-30 2019-03-31 13F CUMMINS INC COM Stock 231021106 1,410 -460 -24.60 223 -11.16 0.1275
2019-10-10 2018-12-31 13F CUMMINS Com 231021106 1,870 1,870 251 0.2106
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.