Badgley Phelps Wealth Managers, LLC Purchases in Q2 2025

Badgley Phelps Wealth Managers, LLC

  • $4.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WY
Weyerhaeuser CO

Real Estate
531
+ 3.38%
$24.69 - $29.48 $13.1K - $15.7K
16.2K $416K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
22
+ 1.18%
$421.16 - $509.5 $9.27K - $11.2K
1.89K $840K
OXY
Occidental Petroleum Corp

Energy
2
+ 0.02%
$36.11 - $49.33 $72.2 - $98.7
11.1K $464K
PAYX
Paychex Inc

Industrials
53
+ 0.46%
$137.01 - $159.78 $7.26K - $8.47K
11.5K $1.67M
STZ
Constellation Brands, Inc.

Consumer Defensive
71
+ 1.23%
$160.0 - $195.62 $11.4K - $13.9K
5.84K $950K
SHW
Sherwin Williams CO

Basic Materials
12
+ 0.03%
$313.51 - $363.51 $3.76K - $4.36K
45.1K $15.5M
TMUS
T Mobile Us, Inc.

Communication Services
3.92K
+ 9.12%
$220.99 - $268.54 $867K - $1.05M
47K $11.2M
SBUX
Starbucks Corp

Consumer Cyclical
640
+ 1.16%
$79.69 - $99.41 $51K - $63.6K
55.6K $5.1M
NEE
Nextera Energy Inc

Utilities
148
+ 0.07%
$64.11 - $75.0 $9.49K - $11.1K
220K $15.3M
MDT
Medtronic PLC

Healthcare
1.98K
+ 0.89%
$80.68 - $88.86 $160K - $176K
224K $19.5M
UNP
Union Pacific Corp

Industrials
63
+ 0.06%
$208.27 - $238.46 $13.1K - $15K
97.9K $22.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
674
+ 7.61%
$483.07 - $625.6 $326K - $422K
9.54K $5.01M
MCD
Mcdonalds Corp

Consumer Cyclical
1.5K
+ 2.83%
$285.55 - $321.23 $429K - $483K
54.7K $16M
XOM
Exxon Mobil Corp

Energy
3.83K
+ 3.88%
$99.93 - $119.04 $383K - $456K
103K $11.1M
DHR
Danaher Corp

Healthcare
3
+ 0.0%
$174.64 - $205.16 $524 - $615
97.4K $19.2M
CB
Chubb LTD

Financial Services
533
+ 0.72%
$274.32 - $302.46 $146K - $161K
74.5K $21.6M
MRK
Merck & Co., Inc.

Healthcare
2.95K
+ 2.26%
$73.47 - $87.12 $217K - $257K
134K $10.6M
EOG
Eog Resources Inc

Energy
1.74K
+ 1.02%
$104.61 - $129.97 $182K - $226K
172K $20.6M
PLD
Prologis, Inc.

Real Estate
367
+ 0.17%
$89.76 - $112.34 $32.9K - $41.2K
211K $22.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
190K
+ 1376.97%
$87.84 - $1441.89 $16.7M - $274M
204K $18.4M
PEP
Pepsico Inc

Consumer Defensive
132
+ 0.11%
$128.02 - $151.37 $16.9K - $20K
120K $15.9M
PG
Procter & Gamble CO

Consumer Defensive
438
+ 0.21%
$157.66 - $172.39 $69.1K - $75.5K
211K $33.6M
Activity Summary
Buys All Purchases 123 New Holdings 8 Increased Positions 115 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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