Birch Hill Investment Advisors LLC Reduced Holdings in Q1 2025

Birch Hill Investment Advisors LLC

  • $2.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
-53
- 1.03%
$66.78 - $81.42 $3.54K - $4.32K
5.08K $364K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-492
- 5.48%
$75.32 - $84.77 $37.1K - $41.7K
8.48K $692K
WTRG
Essential Utilities, Inc.

Utilities
-360
- 4.59%
$33.49 - $40.57 $12.1K - $14.6K
7.48K $295K
MO
Altria Group, Inc.

Consumer Defensive
-8
- 0.15%
$50.81 - $60.02 $406 - $480
5.4K $324K
DE
Deere & CO

Industrials
-252
- 7.17%
$408.57 - $509.27 $103K - $128K
3.27K $1.53M
MMM
3 M CO

Industrials
-260
- 4.41%
$129.7 - $155.12 $33.7K - $40.3K
5.64K $827K
OTIS
Otis Worldwide Corp

Industrials
-300
- 3.12%
$90.77 - $104.01 $27.2K - $31.2K
9.33K $962K
MCD
Mcdonalds Corp

Consumer Cyclical
-166
- 2.85%
$279.74 - $321.29 $46.4K - $53.3K
5.65K $1.76M
CVX
Chevron Corp

Energy
-1.18K
- 7.73%
$146.71 - $167.97 $172K - $197K
14K $2.35M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-399
- 0.38%
$53.35 - $58.68 $21.3K - $23.4K
104K $5.9M
JPM
Jpmorgan Chase & CO

Financial Services
-1.07K
- 1.03%
$225.19 - $279.95 $241K - $299K
103K $25.2M
MKC
Mccormick & CO Inc

Consumer Defensive
-980
- 1.39%
$71.24 - $84.73 $69.8K - $83K
69.4K $5.71M
JNJ
Johnson & Johnson

Healthcare
-19.2K
- 11.32%
$142.06 - $167.7 $2.72M - $3.21M
150K $24.9M
ABT
Abbott Laboratories

Healthcare
-133
- 0.51%
$111.1 - $140.22 $14.8K - $18.6K
26.1K $3.46M
KO
Coca Cola CO

Consumer Defensive
-2K
- 2.07%
$60.81 - $72.32 $122K - $145K
94.4K $6.76M
ABBV
Abb Vie Inc.

Healthcare
-182
- 0.65%
$169.2 - $216.66 $30.8K - $39.4K
27.7K $5.79M
MA
Mastercard Inc

Financial Services
-816
- 1.27%
$504.67 - $576.31 $412K - $470K
63.4K $34.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-25.4K
- 7.4%
$56.12 - $68.15 $1.43M - $1.73M
318K $21.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-24.5K
- 14.19%
$402.49 - $513.76 $9.87M - $12.6M
148K $71.9M
KR
Kroger CO

Consumer Defensive
-11.8K
- 1.33%
$58.36 - $67.72 $688K - $799K
873K $59.1M
ECL
Ecolab Inc.

Basic Materials
-1.31K
- 0.43%
$229.72 - $269.82 $301K - $353K
303K $76.9M
IBM
International Business Machines Corp

Technology
-7.55K
- 2.69%
$217.4 - $264.74 $1.64M - $2M
273K $67.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.12K
- 3.07%
$442.66 - $534.52 $3.15M - $3.8M
225K $120M
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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