Charter Research & Investment Group, Inc. Reduced Holdings in Q2 2025

Charter Research & Investment Group, Inc.

  • $134 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.24K
- 1.79%
$172.42 - $223.89 $213K - $277K
67.9K $13.9M
BMY
Bristol Myers Squibb CO

Healthcare
-1.67K
- 4.2%
$44.12 - $59.6 $73.5K - $99.2K
38K $1.76M
PEP
Pepsico Inc

Consumer Defensive
-580
- 1.96%
$128.02 - $151.37 $74.3K - $87.8K
29K $3.82M
JNJ
Johnson & Johnson

Healthcare
-564
- 1.75%
$146.36 - $159.82 $82.5K - $90.1K
31.6K $4.82M
UPS
United Parcel Service Inc

Industrials
-3.36K
- 23.84%
$91.92 - $110.2 $308K - $370K
10.7K $1.08M
XOM
Exxon Mobil Corp

Energy
-950
- 2.95%
$99.93 - $119.04 $94.9K - $113K
31.2K $3.36M
MRK
Merck & Co., Inc.

Healthcare
-836
- 2.41%
$73.47 - $87.12 $61.4K - $72.8K
33.8K $2.68M
CAG
Conagra Brands Inc.

Consumer Defensive
-1.2K
- 5.36%
$20.4 - $26.78 $24.5K - $32.1K
21.2K $433K
ALB
Albemarle Corp

Basic Materials
-787
- 8.17%
$50.76 - $72.25 $39.9K - $56.9K
8.85K $554K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.36%
$483.48 - $539.8 $4.83K - $5.4K
2.74K $1.33M
STZ
Constellation Brands, Inc.

Consumer Defensive
-315
- 15.47%
$160.0 - $195.62 $50.4K - $61.6K
1.72K $279K
HD
Home Depot, Inc.

Consumer Cyclical
-260
- 2.7%
$335.24 - $380.78 $87.2K - $99K
9.36K $3.43M
MCD
Mcdonalds Corp

Consumer Cyclical
-107
- 3.68%
$285.55 - $321.23 $30.6K - $34.4K
2.8K $818K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-800
- 1.27%
$63.54 - $68.5 $50.8K - $54.8K
62.4K $4.21M
VZ
Verizon Communications Inc

Communication Services
-279
- 1.29%
$41.67 - $45.62 $11.6K - $12.7K
21.4K $925K
MET
Metlife Inc

Financial Services
-533
- 2.16%
$68.42 - $82.49 $36.5K - $44K
24.1K $1.94M
KMI
Kinder Morgan, Inc.

Energy
-2.45K
- 5.95%
$25.21 - $29.4 $61.7K - $72K
38.7K $1.14M
CRM
Salesforce, Inc.

Technology
-190
- 2.36%
$236.26 - $291.15 $44.9K - $55.3K
7.86K $2.14M
PFE
Pfizer Inc

Healthcare
-113
- 0.95%
$21.59 - $24.84 $2.44K - $2.81K
11.8K $286K
WM
Waste Management Inc

Industrials
-40
- 3.81%
$216.47 - $242.1 $8.66K - $9.68K
1.01K $231K
EFG
Msci Eafe Growth ETF

ETFs
-365
- 14.37%
$89.8 - $112.0 $32.8K - $40.9K
2.18K $243K
MMM
3 M CO

Industrials
-58
- 2.95%
$126.09 - $154.15 $7.31K - $8.94K
1.91K $290K
T
At&T Inc.

Communication Services
-884
- 2.03%
$26.33 - $28.94 $23.3K - $25.6K
42.6K $1.23M
MTB
M&T Bank Corp

Financial Services
-557
- 5.9%
$156.58 - $193.99 $87.2K - $108K
8.88K $1.72M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-535
- 1.33%
$35.35 - $42.68 $18.9K - $22.8K
39.8K $1.7M
GE
General Electric CO

Industrials
-62
- 3.94%
$166.81 - $257.39 $10.3K - $16K
1.51K $388K
WMT
Walmart Inc.

Consumer Defensive
-60
- 0.72%
$81.79 - $99.98 $4.91K - $6K
8.26K $807K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-106
- 1.69%
$468.22 - $566.51 $49.6K - $60.1K
6.17K $3.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-265
- 3.45%
$167.32 - $223.3 $44.3K - $59.2K
7.41K $1.63M
ORCL
Oracle Corp

Technology
-650
- 15.3%
$122.82 - $218.63 $79.8K - $142K
3.6K $786K
PM
Philip Morris International Inc.

Consumer Defensive
-238
- 1.98%
$149.23 - $184.95 $35.5K - $44K
11.8K $2.15M
GOOG
Alphabet Inc.

Communication Services
-100
- 0.73%
$146.58 - $180.01 $14.7K - $18K
13.6K $2.41M
BAC
Bank Of America Corp

Financial Services
-2.2K
- 2.97%
$34.39 - $47.46 $75.7K - $104K
71.9K $3.4M
DIS
Walt Disney CO

Communication Services
-610
- 3.43%
$81.72 - $124.01 $49.8K - $75.6K
17.2K $2.13M
RTX
Raytheon Technologies Corp

Industrials
-385
- 1.0%
$113.75 - $148.48 $43.8K - $57.2K
38.3K $5.59M
GOOGL
Alphabet Inc.

Communication Services
-1.61K
- 3.49%
$144.7 - $178.6 $233K - $288K
44.6K $7.86M
MSFT
Microsoft Corp

Technology
-10
- 0.16%
$354.56 - $497.45 $3.55K - $4.97K
6.31K $3.14M
IBM
International Business Machines Corp

Technology
-291
- 1.46%
$221.03 - $294.78 $64.3K - $85.8K
19.6K $5.78M
META
Meta Platforms, Inc.

Communication Services
-135
- 1.66%
$484.66 - $738.09 $65.4K - $99.6K
7.99K $5.9M
Activity Summary
Buys All Purchases 9 New Holdings 4 Increased Positions 5 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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