Forbes J M & CO LLP Purchases in Q2 2025

Forbes J M & CO LLP

  • $1.05 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
119K
New
$62.37 - $77.63 $7.4M - $9.21M
119K $9.17M
NOW
Service Now, Inc.

Technology
5.35K
+ 96.12%
$721.65 - $1040.18 $3.86M - $5.57M
10.9K $11.2M
AMZN
Amazon Com Inc

Consumer Cyclical
824
+ 0.44%
$167.32 - $223.3 $138K - $184K
188K $41.3M
IBM
International Business Machines Corp

Technology
86
+ 0.12%
$221.03 - $294.78 $19K - $25.4K
69.7K $20.5M
WMT
Walmart Inc.

Consumer Defensive
27
+ 0.01%
$81.79 - $99.98 $2.21K - $2.7K
183K $17.9M
PANW
Palo Alto Networks Inc

Technology
98
+ 0.26%
$152.44 - $204.64 $14.9K - $20.1K
37.3K $7.63M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
264
+ 0.09%
$34.72 - $42.74 $9.17K - $11.3K
279K $11.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
85
+ 0.11%
$151.62 - $183.47 $12.9K - $15.6K
79.5K $14.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
339
+ 0.16%
$51.16 - $62.02 $17.3K - $21K
211K $13.1M
ECL
Ecolab Inc.

Basic Materials
40
+ 0.12%
$225.65 - $270.95 $9.03K - $10.8K
33.2K $8.95M
GOOG
Alphabet Inc.

Communication Services
581
+ 3.6%
$146.58 - $180.01 $85.2K - $105K
16.7K $2.97M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.17K
+ 148.46%
$50.36 - $50.68 $361K - $363K
12K $608K
URI
United Rentals, Inc.

Industrials
290
New
$551.94 - $753.4 $160K - $218K
290 $218K
QQQ
Invesco Qqq Trust, Series 1

ETFs
374
New
$416.06 - $551.64 $156K - $206K
374 $206K
GLW
Corning Inc

Technology
3.87K
New
$39.07 - $52.59 $151K - $203K
3.87K $203K
VIG
Vanguard Dividend Appreciation

ETFs
848
+ 0.98%
N/A
87K $15.8M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 0.42%
$908.13 - $1056.85 $9.08K - $10.6K
2.41K $2.38M
BX
Blackstone Inc.

Financial Services
25
+ 0.61%
$120.07 - $151.11 $3K - $3.78K
4.11K $614K
SPGI
S&P Global Inc.

Financial Services
37
+ 6.5%
$438.31 - $527.29 $16.2K - $19.5K
606 $319K
AMT
American Tower Corp

Real Estate
73
+ 6.92%
$203.96 - $228.19 $14.9K - $16.7K
1.13K $249K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.02%
$335.24 - $380.78 $2.01K - $2.28K
25.1K $9.2M
Linde PLC
65
+ 0.17%
N/A
38K $0
KO
Coca Cola CO

Consumer Defensive
240
+ 0.1%
$68.37 - $73.9 $16.4K - $17.7K
244K $17.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
67.8K
+ 1409.98%
$87.84 - $1441.89 $5.96M - $97.8M
72.6K $6.55M
LLY
Eli Lilly & CO

Healthcare
56
+ 0.66%
$713.71 - $898.95 $40K - $50.3K
8.53K $6.65M
VZ
Verizon Communications Inc

Communication Services
277
+ 0.14%
$41.67 - $45.62 $11.5K - $12.6K
199K $8.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
365
+ 2.88%
$483.48 - $539.8 $176K - $197K
13K $6.33M
PGR
Progressive Corp

Financial Services
54
+ 0.11%
$255.27 - $288.74 $13.8K - $15.6K
48.5K $13M
BDX
Becton Dickinson & CO

Healthcare
79
+ 0.22%
$165.15 - $226.42 $13K - $17.9K
35.9K $6.19M
XLE
Energy Sector Spdr

ETFs
638
+ 0.17%
$76.44 - $94.13 $48.8K - $60.1K
376K $31.9M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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