Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionSeacrest Wealth Management, Llc
Latest Disclosed Ownership991 shares
Latest Disclosed Value $ 533,096
Seacrest Wealth Management, Llc reports 1.59% decrease in ownership of CMI / Cummins Inc.

On April 15, 2026 - Seacrest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 991 shares of Cummins Inc. (MX:CMI) valued at $533,096 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 1,007 shares of Cummins Inc.. This represents a change in shares of -1.59% 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)
2026-04-15 2026-03-31 13F CUMMINS COM 231021106 991 -16 -1.59 533 -1.66 0.0570
2026-01-12 2025-12-31 13F CUMMINS COM 231021106 1,007 -10 -0.98 543 22.35 0.0549
2025-11-13 2025-09-30 13F CUMMINS COM 231021106 1,017 16 1.60 444 35.47 0.0468
2025-07-11 2025-06-30 13F CUMMINS COM 231021106 1,001 -68 -6.36 328 -2.10 0.0356
2025-04-11 2025-03-31 13F CUMMINS COM 231021106 1,069 95 9.75 335 -1.47 0.0379
2025-01-14 2024-12-31 13F CUMMINS COM 231021106 974 56 6.10 340 14.14 0.0357
2024-10-16 2024-09-30 13F CUMMINS COM 231021106 918 -6 -0.65 297 16.47 0.0320
2024-07-22 2024-06-30 13F CUMMINS COM 231021106 924 28 3.12 256 -3.41 0.0291
2024-04-18 2024-03-31 13F CUMMINS COM 231021106 896 -315 -26.01 264 -8.33 0.0323
2024-01-18 2023-12-31 13F CUMMINS COM 231021106 1,211 -19 -1.54 288 2.49 0.0356
2023-10-12 2023-09-30 13F CUMMINS COM 231021106 1,230 112 10.02 281 2.55 0.0365
2023-07-14 2023-06-30 13F CUMMINS COM 231021106 1,118 73 6.99 274 10.04 0.0346
2023-05-12 2023-03-31 13F CUMMINS COM 231021106 1,045 0 0.00 250 -1.58 0.0338
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 1,045 -13 -1.23 253 17.67 0.0363
2022-11-15 2022-09-30 13F CUMMINS COM 231021106 1,058 -32 -2.94 215 1.90 0.0326
2022-08-09 2022-06-30 13F CUMMINS COM 231021106 1,090 -152 -12.24 211 -17.25 0.0266
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 1,242 117 10.40 255 4.08 0.0293
2022-02-11 2021-12-31 13F CUMMINS COM 231021106 1,125 -385 -25.50 245 -27.73 0.0269
2021-11-16 2021-09-30 13F CUMMINS COM 231021106 1,510 227 17.69 339 8.31 0.0409
2021-08-12 2021-06-30 13F CUMMINS COM 231021106 1,283 32 2.56 313 -3.40 0.0377
2021-05-17 2021-03-31 13F CUMMINS COM 231021106 1,251 225 21.93 324 39.06 0.0429
2021-02-09 2020-12-31 13F CUMMINS COM 231021106 1,026 -522 -33.72 233 -28.75 0.0328
2020-11-12 2020-09-30 13F CUMMINS COM 231021106 1,548 1,548 327 0.0524
2020-05-12 2020-03-31 13F CUMMINS COM 231021106 0 -1,395 -100.00 0 -100.00
2020-01-22 2019-12-31 13F CUMMINS COM 231021106 1,395 -444 -24.14 250 -16.39 0.0419
2019-10-15 2019-09-30 13F CUMMINS COM 231021106 1,839 -122 -6.22 299 -11.01 0.0560
2019-07-19 2019-06-30 13F CUMMINS COM 231021106 1,961 -20 -1.01 336 7.35 0.0684
2019-05-10 2019-03-31 13F CUMMINS COM 231021106 1,981 60 3.12 313 21.79 0.0537
2019-02-13 2018-12-31 13F CUMMINS COM 231021106 1,921 448 30.41 257 19.53 0.0530
2018-11-14 2018-09-30 13F CUMMINS COM 231021106 1,473 330 28.87 215 41.45 0.0364
2018-08-03 2018-06-30 13F CUMMINS COM 231021106 1,143 -15 -1.30 152 -19.15 0.0274
2018-04-20 2018-03-31 13F CUMMINS COM 231021106 1,158 0 0.00 188 -8.29 0.0345
2018-02-02 2017-12-31 13F CUMMINS COM 231021106 1,158 1,158 205 0.0375
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.