Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionWbh Advisory Inc
Latest Disclosed Ownership5,547 shares
Latest Disclosed Value $ 3,051,127
Wbh Advisory Inc reports 3.06% decrease in ownership of CMI / Cummins Inc.

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 5,547 shares of Cummins Inc. (MX:CMI) valued at $3,051,127 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 5,722 shares of Cummins Inc.. This represents a change in shares of -3.06% 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)
2026-04-27 2026-03-31 13F CUMMINS COM 231021106 5,547 -175 -3.06 3,051 4.49 0.2285
2026-01-26 2025-12-31 13F CUMMINS COM 231021106 5,722 -139 -2.37 2,921 17.98 0.2163
2025-10-30 2025-09-30 13F CUMMINS COM 231021106 5,861 -215 -3.54 2,475 24.43 0.1890
2025-07-30 2025-06-30 13F CUMMINS COM 231021106 6,076 -56 -0.91 1,990 3.54 0.1696
2025-05-12 2025-03-31 13F CUMMINS COM 231021106 6,132 -278 -4.34 1,922 -14.01 0.1793
2025-01-31 2024-12-31 13F CUMMINS COM 231021106 6,410 -378 -5.57 2,234 1.68 0.2074
2024-10-15 2024-09-30 13F CUMMINS COM 231021106 6,788 -141 -2.03 2,198 14.55 0.2081
2024-07-11 2024-06-30 13F CUMMINS COM 231021106 6,929 -1,064 -13.31 1,919 -18.52 0.1942
2024-04-16 2024-03-31 13F CUMMINS COM 231021106 7,993 -274 -3.31 2,355 18.89 0.2423
2024-01-09 2023-12-31 13F CUMMINS COM 231021106 8,267 -140 -1.67 1,981 3.13 0.2203
2023-10-10 2023-09-30 13F CUMMINS COM 231021106 8,407 -184 -2.14 1,921 -8.83 0.2357
2023-07-12 2023-06-30 13F CUMMINS COM 231021106 8,591 -62 -0.72 2,106 1.89 0.2496
2023-04-20 2023-03-31 13F CUMMINS COM 231021106 8,653 -73 -0.84 2,067 16.39 0.2581
2022-10-18 2022-09-30 13F CUMMINS COM 231021106 8,726 -299 -3.31 1,776 0.00 0.2563
2022-07-12 2022-06-30 13F CUMMINS COM 231021106 9,025 -350 -3.73 1,776 -2.58 0.2370
2022-04-29 2022-03-31 13F CUMMINS COM 231021106 9,375 -660 -6.58 1,823 -16.72 0.2238
2022-01-28 2021-12-31 13F CUMMINS COM 231021106 10,035 -198 -1.93 2,189 -4.74 0.2497
2021-10-25 2021-09-30 13F CUMMINS COM 231021106 10,233 2 0.02 2,298 -5.04 0.3092
2021-07-27 2021-06-30 13F CUMMINS COM 231021106 10,231 -5 -0.05 2,420 -8.75 0.3546
2021-04-19 2021-03-31 13F CUMMINS COM 231021106 10,236 -761 -6.92 2,652 1.96 0.4292
2021-01-21 2020-12-31 13F CUMMINS COM 231021106 10,997 21 0.19 2,601 12.21 0.4475
2020-10-27 2020-09-30 13F CUMMINS COM 231021106 10,976 -500 -4.36 2,318 16.60 0.4679
2020-08-05 2020-06-30 13F Cummins COM 231021106 11,476 -286 -2.43 1,988 24.95 0.4811
2020-05-07 2020-03-31 13F Cummins COM 231021106 11,762 -447 -3.66 1,591 -27.15 0.3732
2020-01-27 2019-12-31 13F Cummins COM 231021106 12,209 -264 -2.12 2,184 7.64 0.4466
2019-10-25 2019-09-30 13F Cummins COM 231021106 12,473 -462 -3.57 2,029 -8.44 0.4556
2019-08-02 2019-06-30 13F Cummins COM 231021106 12,935 -902 -6.52 2,216 1.47 0.5137
2019-04-22 2019-03-31 13F Cummins COM 231021106 13,837 -122 -0.87 2,184 17.10 0.5195
2019-01-29 2018-12-31 13F Cummins COM 231021106 13,959 -372 -2.60 1,865 -10.89 0.4528
2018-10-29 2018-09-30 13F Cummins COM 231021106 14,331 -192 -1.32 2,093 8.39 0.5074
2018-07-31 2018-06-30 13F Cummins COM 231021106 14,523 -215 -1.46 1,931 -19.14 0.5006
2018-04-30 2018-03-31 13F Cummins COM 231021106 14,738 -72 -0.49 2,388 -8.68 0.6492
2018-01-31 2017-12-31 13F Cummins COM 231021106 14,810 -296 -1.96 2,615 3.03 0.6975
2017-11-29 2017-09-30 13F Cummins COM 231021106 15,106 -71 -0.47 2,538 3.09 0.7083
2017-07-21 2017-06-30 13F Cummins COM 231021106 15,177 -17 -0.11 2,462 7.18 0.6906
2017-04-21 2017-03-31 13F Cummins COM 231021106 15,194 127 0.84 2,297 11.56 0.6881
2017-01-20 2016-12-31 13F Cummins COM 231021106 15,067 -115 -0.76 2,059 5.86 0.6863
2016-10-24 2016-09-30 13F Cummins COM 231021106 15,182 12 0.08 1,945 14.08 0.6656
2016-07-25 2016-06-30 13F Cummins COM 231021106 15,170 -323 -2.08 1,705 0.12 0.6637
2016-04-15 2016-03-31 13F Cummins COM 231021106 15,493 -641 -3.97 1,703 19.93 0.5699
2016-01-19 2015-12-31 13F Cummins COM 231021106 16,134 -757 -4.48 1,420 -22.57 0.4963
2015-10-15 2015-09-30 13F Cummins COM 231021106 16,891 582 3.57 1,834 -14.26 0.7619
2015-07-20 2015-06-30 13F Cummins COM 231021106 16,309 -267 -1.61 2,139 -6.92 0.8406
2015-04-22 2015-03-31 13F Cummins COM 231021106 16,576 -906 -5.18 2,298 -8.81 0.6448
2015-01-23 2014-12-31 13F Cummins COM 231021106 17,482 -463 -2.58 2,520 6.42 0.9502
2014-10-17 2014-09-30 13F Cummins COM 231021106 17,945 -353 -1.93 2,368 -16.12 0.8320
2014-07-21 2014-06-30 13F Cummins COM 231021106 18,298 -349 -1.87 2,823 1.62 1.0673
2014-04-29 2014-03-31 13F Cummins COM 231021106 18,647 -162 -0.86 2,778 4.79 1.1051
2014-02-19 2013-12-31 13F/A-1 Cummins COM 231021106 18,809 784 4.35 2,651 10.69 1.0678
2014-01-27 2013-12-31 13F Cummins COM 231021106 18,809 2,651
2013-11-05 2013-09-30 13F Cummins COM 231021106 18,025 -952 -5.02 2,395 16.38 1.0720
2013-07-19 2013-06-30 13F Cummins COM 231021106 18,977 18,977 2,058 0.9518
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.