West Branch Capital LLC Sells in Q2 2025

West Branch Capital LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.27K
- 1.46%
$172.42 - $223.89 $391K - $508K
153K $31.3M
PEP
Pepsico Inc

Consumer Defensive
-1.94K
- 12.48%
$128.02 - $151.37 $249K - $294K
13.6K $1.8M
UNP
Union Pacific Corp

Industrials
-1.9K
- 52.47%
$208.27 - $238.46 $396K - $453K
1.72K $395K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-309
- 10.27%
$390.26 - $489.06 $121K - $151K
2.7K $1.09M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.22K
- 27.64%
$162.76 - $195.77 $362K - $435K
5.82K $1.14M
MRK
Merck & Co., Inc.

Healthcare
-720
- 2.88%
$73.47 - $87.12 $52.9K - $62.7K
24.3K $1.92M
GLW
Corning Inc

Technology
-6.05K
- 70.5%
$39.07 - $52.59 $236K - $318K
2.53K $133K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.06K
- 39.54%
$114.78 - $133.31 $236K - $274K
3.15K $419K
GILD
Gilead Sciences, Inc.

Healthcare
-1.94K
- 47.17%
$96.91 - $113.0 $188K - $219K
2.17K $240K
SAN
Banco Santander, S.A.

Financial Services
-20K
- 99.82%
$5.72 - $8.32 $114K - $166K
37 $0
RTX
Raytheon Technologies Corp

Industrials
-992
- 42.94%
$113.75 - $148.48 $113K - $147K
1.32K $192K
VZ
Verizon Communications Inc

Communication Services
-2.28K
- 61.02%
$41.67 - $45.62 $95.2K - $104K
1.46K $63K
PH
Parker Hannifin Corp

Industrials
-177
- 81.57%
$517.23 - $700.54 $91.5K - $124K
40 $27K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.49K
- 30.42%
$22.27 - $29.21 $145K - $190K
14.8K $433K
GM
General Motors CO

Consumer Cyclical
-2.22K
- 40.73%
$42.48 - $50.46 $94.3K - $112K
3.23K $158K
MTB
M&T Bank Corp

Financial Services
-821
- 19.78%
$156.58 - $193.99 $129K - $159K
3.33K $645K
SYK
Stryker Corp

Healthcare
-255
- 99.61%
$337.37 - $395.63 $86K - $101K
1 $0
AMGN
Amgen Inc

Healthcare
-171
- 12.28%
$262.28 - $309.85 $44.8K - $53K
1.22K $340K
ED
Consolidated Edison Inc

Utilities
-750
- 46.88%
$98.05 - $113.3 $73.5K - $85K
850 $85K
CTAS
Cintas Corp

Industrials
-340
- 98.84%
$190.11 - $227.66 $64.6K - $77.4K
4 $0
MSI
Motorola Solutions, Inc.

Technology
-155
- 96.27%
$394.72 - $440.39 $61.2K - $68.3K
6 $2K
ADP
Automatic Data Processing Inc

Industrials
-252
- 6.83%
$276.76 - $326.81 $69.7K - $82.4K
3.44K $1.06M
HYG
Ishares Tr

ETFs
-936
- 18.8%
$75.75 - $80.65 $70.9K - $75.5K
4.04K $325K
BMY
Bristol Myers Squibb CO

Healthcare
-500
- 17.46%
$44.12 - $59.6 $22.1K - $29.8K
2.36K $109K
SYY
Sysco Corp

Consumer Defensive
-887
- 37.22%
$68.0 - $75.91 $60.3K - $67.3K
1.5K $113K
LMT
Lockheed Martin Corp

Industrials
-187
- 14.76%
$430.82 - $486.45 $80.6K - $91K
1.08K $500K
CSX
Csx Corp

Industrials
-2.91K
- 27.91%
$26.69 - $32.91 $77.5K - $95.6K
7.5K $244K
UL
Unilever PLC

Consumer Defensive
-998
- 81.34%
$57.9 - $65.43 $57.8K - $65.3K
229 $14K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-200
- 88.5%
$225.56 - $335.19 $45.1K - $67K
26 $6K
MKC
Mccormick & CO Inc

Consumer Defensive
-637
- 47.64%
$71.11 - $82.25 $45.3K - $52.4K
700 $53K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-582
- 58.49%
$73.7 - $90.98 $42.9K - $53K
413 $37K
NEE
Nextera Energy Inc

Utilities
-524
- 34.98%
$64.11 - $75.0 $33.6K - $39.3K
974 $67K
ETN
Eaton Corp PLC

Industrials
-375
- 33.45%
$246.52 - $356.99 $92.4K - $134K
746 $266K
AJG
Arthur J. Gallagher & Co.

Financial Services
-60
- 8.31%
$310.86 - $348.77 $18.7K - $20.9K
662 $211K
CLX
Clorox CO

Consumer Defensive
-232
- 92.06%
$118.01 - $148.69 $27.4K - $34.5K
20 $2K
TOST
Toast, Inc.

Technology
-1K
- 89.61%
$30.03 - $45.23 $30K - $45.2K
116 $5K
EQR
Equity Residential

Real Estate
-400
- 66.67%
$61.82 - $71.72 $24.7K - $28.7K
200 $13K
DUK
Duke Energy Corp

Utilities
-140
- 7.08%
$112.46 - $124.05 $15.7K - $17.4K
1.84K $216K
HPQ
Hp Inc

Technology
-672
- 43.38%
$21.88 - $29.32 $14.7K - $19.7K
877 $21K
HON
Honeywell International Inc

Industrials
-126
- 31.66%
$182.86 - $232.88 $23K - $29.3K
272 $63K
AMT
American Tower Corp

Real Estate
-99
- 40.57%
$203.96 - $228.19 $20.2K - $22.6K
145 $32K
GD
General Dynamics Corp

Industrials
-100
- 22.12%
$247.68 - $291.66 $24.8K - $29.2K
352 $102K
VDE
Vanguard Energy ETF

ETFs
-153
- 92.17%
$105.87 - $130.56 $16.2K - $20K
13 $1K
IWM
Ishares Russell 2000 ETF

ETFs
-108
- 49.77%
$174.82 - $215.79 $18.9K - $23.3K
109 $23K
MO
Altria Group, Inc.

Consumer Defensive
-300
- 24.88%
$55.56 - $60.91 $16.7K - $18.3K
906 $53K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-200
- 5.81%
$96.84 - $99.46 $19.4K - $19.9K
3.24K $321K
APD
Air Products & Chemicals, Inc.

Basic Materials
-39
- 9.26%
$248.61 - $294.96 $9.7K - $11.5K
382 $107K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-204
- 30.96%
$103.49 - $133.44 $21.1K - $27.2K
455 $59K
AWK
American Water Works Company, Inc.

Utilities
-100
- 58.14%
$133.82 - $151.96 $13.4K - $15.2K
72 $10K
Activity Summary
Buys All Purchases 91 New Holdings 12 Increased Positions 79 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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