Mechanics Bank Trust Department Purchases in Q1 2025

Mechanics Bank Trust Department

  • $719 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.27K
+ 7.12%
$442.66 - $534.52 $562K - $679K
19.1K $10M
CVX
Chevron Corp

Energy
582
+ 0.93%
$146.71 - $167.97 $85.4K - $97.8K
63.3K $10.6M
XOM
Exxon Mobil Corp

Energy
2.78K
+ 3.06%
$105.44 - $118.93 $293K - $331K
93.6K $11.1M
JNJ
Johnson & Johnson

Healthcare
56
+ 0.1%
$142.06 - $167.7 $7.96K - $9.39K
54.7K $9.07M
LOW
Lowes Companies Inc

Consumer Cyclical
5.02K
+ 51.92%
$222.66 - $268.42 $1.12M - $1.35M
14.7K $3.42M
KLAC
Kla Corp

Technology
1.4K
New
$636.62 - $777.63 $891K - $1.09M
1.4K $951K
META
Meta Platforms, Inc.

Communication Services
1.45K
+ 136.56%
$576.36 - $736.67 $837K - $1.07M
2.52K $1.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.63K
+ 20.68%
$95.85 - $99.25 $732K - $758K
44.5K $4.4M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
32.8K
+ 43.09%
$22.11 - $22.43 $724K - $735K
109K $2.44M
SYK
Stryker Corp

Healthcare
1.69K
+ 22.35%
$355.18 - $399.9 $601K - $676K
9.26K $3.45M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
30K
+ 50.21%
$19.0 - $19.66 $570K - $590K
89.8K $1.76M
MCK
Mckesson Corp

Healthcare
295
+ 7.81%
$566.21 - $672.99 $167K - $199K
4.07K $2.74M
WMT
Walmart Inc.

Consumer Defensive
9.04K
+ 10.92%
$84.5 - $105.05 $764K - $950K
91.9K $8.06M
ABBV
Abb Vie Inc.

Healthcare
971
+ 8.55%
$169.2 - $216.66 $164K - $210K
12.3K $2.58M
GILD
Gilead Sciences, Inc.

Healthcare
3.5K
+ 51.78%
$89.14 - $117.41 $312K - $411K
10.3K $1.15M
TMUS
T Mobile Us, Inc.

Communication Services
1.82K
New
$211.3 - $272.83 $385K - $497K
1.82K $485K
CSCO
Cisco Systems, Inc.

Technology
5.31K
+ 8.64%
$58.74 - $64.87 $312K - $344K
66.8K $4.12M
INTC
Intel Corp

Technology
18.4K
New
$19.1 - $27.39 $351K - $504K
18.4K $417K
LMT
Lockheed Martin Corp

Industrials
874
New
$423.19 - $506.29 $370K - $442K
874 $390K
IBM
International Business Machines Corp

Technology
1.24K
+ 54.2%
$217.4 - $264.74 $270K - $328K
3.53K $877K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.02K
+ 0.67%
$105.1 - $109.61 $108K - $112K
154K $16.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.04K
New
$275.89 - $345.24 $286K - $358K
1.04K $358K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.49K
+ 36.17%
$73.11 - $77.43 $328K - $348K
16.9K $1.28M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
14.5K
New
$23.56 - $24.16 $341K - $350K
14.5K $347K
DVY
Ishares Tr

ETFs
2.09K
+ 5.0%
$128.58 - $138.1 $268K - $288K
43.8K $5.81M
RTX
Raytheon Technologies Corp

Industrials
1.23K
+ 12.24%
$114.1 - $135.66 $141K - $167K
11.3K $1.5M
PEP
Pepsico Inc

Consumer Defensive
2.41K
+ 8.31%
$142.64 - $156.42 $343K - $376K
31.3K $4.7M
GE
General Electric CO

Industrials
1K
+ 34.49%
$168.59 - $212.13 $169K - $212K
3.9K $780K
IRM
Iron Mountain Inc

Real Estate
3.43K
New
$82.79 - $111.31 $284K - $382K
3.43K $294K
TSLA
Tesla, Inc.

Consumer Cyclical
1.11K
New
$222.15 - $428.22 $247K - $477K
1.11K $288K
HD
Home Depot, Inc.

Consumer Cyclical
1.94K
+ 10.09%
$347.25 - $424.87 $675K - $826K
21.2K $7.77M
AWK
American Water Works Company, Inc.

Utilities
1.88K
New
$121.01 - $149.31 $227K - $280K
1.88K $276K
XLU
Utilities Sector Spdr

ETFs
2.78K
+ 10.88%
$74.7 - $80.27 $208K - $223K
28.4K $2.21M
SYY
Sysco Corp

Consumer Defensive
3.37K
New
$70.0 - $77.13 $236K - $260K
3.37K $252K
BA
Boeing CO

Industrials
1.46K
New
$148.15 - $186.25 $216K - $271K
1.46K $248K
BAC
Bank Of America Corp

Financial Services
6.85K
+ 22.18%
$39.61 - $47.74 $271K - $327K
37.8K $1.58M
TJX
Tjx Companies Inc

Consumer Cyclical
1.74K
+ 46.38%
$112.81 - $126.16 $196K - $220K
5.49K $668K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.29K
+ 18.68%
$51.45 - $58.51 $375K - $427K
46.3K $2.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.56K
+ 12.98%
$63.07 - $73.5 $98.3K - $115K
13.6K $962K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.97K
+ 31.9%
$56.12 - $68.15 $111K - $134K
8.16K $553K
ICLN
Ishares

ETFs
10.7K
New
$10.94 - $11.86 $117K - $127K
10.7K $123K
VIG
Vanguard Dividend Appreciation

ETFs
640
+ 17.43%
N/A
4.31K $785K
UPS
United Parcel Service Inc

Industrials
2.55K
+ 24.93%
$109.66 - $136.26 $279K - $347K
12.8K $1.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
2.66K
+ 1.81%
$28.92 - $29.24 $76.8K - $77.7K
149K $4.36M
INDA
Ishares Msci India Index Fund

ETFs
3.58K
+ 6.38%
$47.8 - $53.4 $171K - $191K
59.7K $3.06M
MRK
Merck & Co., Inc.

Healthcare
4.52K
+ 13.96%
$83.01 - $101.02 $375K - $456K
36.9K $3.31M
AMT
American Tower Corp

Real Estate
6
+ 0.23%
$173.46 - $217.6 $1.04K - $1.31K
2.61K $567K
MS
Morgan Stanley

Financial Services
1.12K
+ 24.43%
$111.68 - $141.08 $125K - $158K
5.7K $665K
KMB
Kimberly Clark Corp

Consumer Defensive
68
+ 1.21%
$124.46 - $147.4 $8.46K - $10K
5.69K $809K
Activity Summary
Buys All Purchases 71 New Holdings 12 Increased Positions 59 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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