Wendell David Associates Inc Reduced Holdings in Q1 2025

Wendell David Associates Inc

  • $1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
-1.06K
- 3.39%
$136.06 - $154.52 $145K - $164K
30.3K $4.68M
MPC
Marathon Petroleum Corp

Energy
-1.22K
- 1.57%
$134.72 - $159.03 $165K - $194K
76.5K $11.2M
AMGN
Amgen Inc

Healthcare
-662
- 5.73%
$258.59 - $327.36 $171K - $217K
10.9K $3.39M
PM
Philip Morris International Inc.

Consumer Defensive
-50
- 0.45%
$117.15 - $158.79 $5.86K - $7.94K
11.2K $1.77M
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 0.12%
$890.62 - $1076.86 $19.6K - $23.7K
18K $17M
V
Visa Inc.

Financial Services
-148
- 0.74%
$306.92 - $362.71 $45.4K - $53.7K
19.7K $6.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1K
- 6.76%
$442.66 - $534.52 $443K - $535K
13.8K $7.35M
MA
Mastercard Inc

Financial Services
-3.16K
- 2.61%
$504.67 - $576.31 $1.59M - $1.82M
118K $64.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-52
- 1.34%
$1187.71 - $1432.58 $61.8K - $74.5K
3.82K $5.47M
WSO
Watsco Inc

Industrials
-129
- 0.4%
$463.86 - $530.75 $59.8K - $68.5K
32.1K $16.3M
ADP
Automatic Data Processing Inc

Industrials
-4.2K
- 2.26%
$286.85 - $318.64 $1.2M - $1.34M
181K $55.4M
XOM
Exxon Mobil Corp

Energy
-100
- 0.1%
$105.44 - $118.93 $10.5K - $11.9K
98K $11.7M
ECL
Ecolab Inc.

Basic Materials
-850
- 1.15%
$229.72 - $269.82 $195K - $229K
72.9K $18.5M
AMT
American Tower Corp

Real Estate
-81
- 0.22%
$173.46 - $217.6 $14.1K - $17.6K
36K $7.83M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.04K
- 1.37%
$279.74 - $321.29 $290K - $333K
74.7K $23.3M
JNJ
Johnson & Johnson

Healthcare
-5.57K
- 5.02%
$142.06 - $167.7 $791K - $934K
105K $17.5M
KO
Coca Cola CO

Consumer Defensive
-2.9K
- 1.62%
$60.81 - $72.32 $177K - $210K
176K $12.6M
FISV
Fiserv Inc

Technology
-1.19K
- 0.88%
N/A
134K $29.6M
LLY
Eli Lilly & CO

Healthcare
-150
- 0.35%
$725.72 - $929.72 $109K - $139K
42.9K $35.5M
ABBV
Abb Vie Inc.

Healthcare
-305
- 0.3%
$169.2 - $216.66 $51.6K - $66.1K
102K $21.3M
ABT
Abbott Laboratories

Healthcare
-1.89K
- 0.85%
$111.1 - $140.22 $210K - $265K
220K $29.2M
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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