Access Investment Management LLC Purchases in Q2 2025

Access Investment Management LLC

  • $336 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
55
New
$652.83 - $732.78 $35.9K - $40.3K
55 $40K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
179
New
$212.1 - $244.27 $38K - $43.7K
179 $39K
KLAC
Kla Corp

Technology
38
New
$576.53 - $902.94 $21.9K - $34.3K
38 $34K
GD
General Dynamics Corp

Industrials
119
New
$247.68 - $291.66 $29.5K - $34.7K
119 $34K
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 150.0%
$908.13 - $1056.85 $27.2K - $31.7K
50 $49K
SHOP
Shopify Inc.

Technology
273
New
$76.89 - $115.35 $21K - $31.5K
273 $31K
UNP
Union Pacific Corp

Industrials
138
New
$208.27 - $238.46 $28.7K - $32.9K
138 $31K
RTX
Raytheon Technologies Corp

Industrials
211
New
$113.75 - $148.48 $24K - $31.3K
211 $30K
DUK
Duke Energy Corp

Utilities
262
New
$112.46 - $124.05 $29.5K - $32.5K
262 $30K
NDAQ
Nasdaq, Inc.

Financial Services
309
New
$66.4 - $89.42 $20.5K - $27.6K
309 $27K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
60
New
$421.16 - $509.5 $25.3K - $30.6K
60 $26K
WMT
Walmart Inc.

Consumer Defensive
261
New
$81.79 - $99.98 $21.3K - $26.1K
261 $25K
WFC
Wells Fargo & Company

Financial Services
316
New
$60.98 - $80.12 $19.3K - $25.3K
316 $25K
MNST
Monster Beverage Corp

Consumer Defensive
401
New
$55.01 - $64.24 $22.1K - $25.8K
401 $25K
D
Dominion Energy, Inc

Utilities
425
New
$49.66 - $58.0 $21.1K - $24.7K
425 $24K
SPY
Spdr S&P 500 ETF Trust

ETFs
40
New
$496.48 - $617.85 $19.9K - $24.7K
40 $24K
CRM
Salesforce, Inc.

Technology
89
New
$236.26 - $291.15 $21K - $25.9K
89 $24K
AVGO
Broadcom Inc.

Technology
83
New
$146.29 - $275.65 $12.1K - $22.9K
83 $22K
AON
Aon PLC

Financial Services
62
New
$335.85 - $398.81 $20.8K - $24.7K
62 $22K
MAR
Marriott International Inc

Consumer Cyclical
84
New
$211.12 - $274.14 $17.7K - $23K
84 $22K
ADSK
Autodesk, Inc.

Technology
90
New
N/A
90 $22K
KKR
Kkr & Co. Inc.

Financial Services
166
New
$92.79 - $134.29 $15.4K - $22.3K
166 $22K
XLF
Financial Sector Spdr

ETFs
400
New
$43.92 - $52.37 $17.6K - $20.9K
400 $20K
CSCO
Cisco Systems, Inc.

Technology
294
New
$53.19 - $69.38 $15.6K - $20.4K
294 $20K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
45
New
$376.48 - $440.65 $16.9K - $19.8K
45 $19K
IBM
International Business Machines Corp

Technology
65
New
$221.03 - $294.78 $14.4K - $19.2K
65 $19K
ETN
Eaton Corp PLC

Industrials
55
New
$246.52 - $356.99 $13.6K - $19.6K
55 $19K
LOW
Lowes Companies Inc

Consumer Cyclical
88
New
$210.83 - $235.28 $18.6K - $20.7K
88 $19K
HON
Honeywell International Inc

Industrials
71
+ 25.82%
$182.86 - $232.88 $13K - $16.5K
346 $80K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
1.68K
New
$8.47 - $12.18 $14.2K - $20.5K
1.68K $18K
PNC
Pnc Financial Services Group, Inc.

Financial Services
92
New
$149.76 - $186.42 $13.8K - $17.2K
92 $17K
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 7.69%
$285.55 - $321.23 $14.3K - $16.1K
700 $204K
PH
Parker Hannifin Corp

Industrials
23
New
$517.23 - $700.54 $11.9K - $16.1K
23 $16K
PG
Procter & Gamble CO

Consumer Defensive
125
+ 28.6%
$157.66 - $172.39 $19.7K - $21.5K
562 $89K
QCOM
Qualcomm Inc

Technology
97
New
$124.66 - $159.48 $12.1K - $15.5K
97 $15K
ISRG
Intuitive Surgical Inc

Healthcare
26
New
$451.58 - $565.94 $11.7K - $14.7K
26 $14K
ADP
Automatic Data Processing Inc

Industrials
44
New
$276.76 - $326.81 $12.2K - $14.4K
44 $13K
BK
Bank Of New York Mellon Corp

Financial Services
150
New
$73.31 - $91.62 $11K - $13.7K
150 $13K
CME
Cme Group Inc.

Financial Services
48
New
$252.37 - $290.71 $12.1K - $14K
48 $13K
SEIC
Sei Investments CO

Financial Services
138
New
$66.45 - $89.86 $9.17K - $12.4K
138 $12K
WTFC
Wintrust Financial Corp

Financial Services
195
+ 1.09%
$95.17 - $124.21 $18.6K - $24.2K
18.1K $2.24M
KO
Coca Cola CO

Consumer Defensive
165
New
$68.37 - $73.9 $11.3K - $12.2K
165 $11K
TT
Trane Technologies PLC

Industrials
26
New
$315.21 - $437.41 $8.2K - $11.4K
26 $11K
NVS
Novartis Ag

Healthcare
93
New
$101.96 - $121.01 $9.48K - $11.3K
93 $11K
WM
Waste Management Inc

Industrials
47
New
$216.47 - $242.1 $10.2K - $11.4K
47 $10K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
390
New
$18.37 - $27.72 $7.16K - $10.8K
390 $10K
NOC
Northrop Grumman Corp

Industrials
22
New
$456.3 - $540.39 $10K - $11.9K
22 $10K
DE
Deere & CO

Industrials
21
New
$412.99 - $531.48 $8.67K - $11.2K
21 $10K
ETR
Entergy Corp

Utilities
114
New
$79.01 - $86.61 $9.01K - $9.87K
114 $9K
Activity Summary
Buys All Purchases 132 New Holdings 85 Increased Positions 47 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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