Wilkinson Global Asset Management LLC Reduced Holdings in Q1 2025

Wilkinson Global Asset Management LLC

  • $1.55 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.36K
- 0.23%
$106.98 - $149.43 $145K - $203K
591K $64M
AAPL
Apple Inc.

Technology
-7.75K
- 1.74%
$209.68 - $247.1 $1.62M - $1.91M
438K $97.2M
MSFT
Microsoft Corp

Technology
-4K
- 1.45%
$375.39 - $447.2 $1.5M - $1.79M
272K $102M
ACN
Accenture PLC

Technology
-2.74K
- 1.22%
$300.91 - $398.25 $824K - $1.09M
222K $69.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.18K
- 0.46%
$190.26 - $242.06 $224K - $285K
257K $48.9M
DIS
Walt Disney CO

Communication Services
-7.31K
- 1.46%
$96.87 - $114.0 $708K - $834K
493K $48.7M
TM
Toyota Motor Corp

Consumer Cyclical
-6.05K
- 2.01%
$176.53 - $195.35 $1.07M - $1.18M
294K $52M
ADI
Analog Devices Inc

Technology
-208
- 0.1%
$201.56 - $243.82 $41.9K - $50.7K
199K $40.2M
HDB
Hdfc Bank LTD

Financial Services
-26.6K
- 86.64%
$58.06 - $66.85 $1.54M - $1.78M
4.09K $272K
POOL
Pool Corp

Industrials
-30
- 0.04%
$314.92 - $364.31 $9.45K - $10.9K
73.2K $23.3M
INTU
Intuit Inc

Technology
-266
- 0.41%
$555.63 - $630.23 $148K - $168K
64.2K $39.4M
TJX
Tjx Companies Inc

Consumer Cyclical
-16.1K
- 1.6%
$112.81 - $126.16 $1.82M - $2.03M
990K $121M
META
Meta Platforms, Inc.

Communication Services
-561
- 46.17%
$576.36 - $736.67 $323K - $413K
654 $376K
MRK
Merck & Co., Inc.

Healthcare
-530
- 1.89%
$83.01 - $101.02 $44K - $53.5K
27.6K $2.48M
GOOG
Alphabet Inc.

Communication Services
-1.1K
- 34.21%
$156.06 - $207.71 $172K - $228K
2.12K $330K
GOOGL
Alphabet Inc.

Communication Services
-380
- 7.31%
$154.33 - $206.19 $58.6K - $78.4K
4.82K $744K
LOW
Lowes Companies Inc

Consumer Cyclical
-120
- 1.49%
$222.66 - $268.42 $26.7K - $32.2K
7.91K $1.84M
MS
Morgan Stanley

Financial Services
-600
- 21.63%
$111.68 - $141.08 $67K - $84.6K
2.17K $253K
AMG
Affiliated Managers Group, Inc.

Financial Services
-200
- 5.88%
$154.65 - $189.71 $30.9K - $37.9K
3.2K $537K
EPD
Enterprise Products Partners L.P.

Energy
-4.28K
- 12.82%
$31.75 - $34.14 $136K - $146K
29.1K $992K
CMI
Cummins Inc

Industrials
-55
- 6.4%
$312.92 - $386.07 $17.2K - $21.2K
805 $252K
AMAT
Applied Materials Inc

Technology
-85
- 4.77%
$145.06 - $195.51 $12.3K - $16.6K
1.7K $246K
EOG
Eog Resources Inc

Energy
-160
- 5.3%
$120.54 - $138.05 $19.3K - $22.1K
2.86K $366K
COP
Conocophillips

Energy
-179
- 6.68%
$88.6 - $105.85 $15.9K - $18.9K
2.5K $262K
CVX
Chevron Corp

Energy
-855
- 12.97%
$146.71 - $167.97 $125K - $144K
5.74K $959K
LLY
Eli Lilly & CO

Healthcare
-21
- 4.76%
$725.72 - $929.72 $15.2K - $19.5K
420 $346K
AZN
Astrazeneca PLC

Healthcare
-370
- 6.45%
$65.37 - $77.96 $24.2K - $28.8K
5.37K $394K
GLD
Spdr Gold Trust

ETFs
-150
- 4.76%
$243.19 - $288.14 $36.5K - $43.2K
3K $864K
MCD
Mcdonalds Corp

Consumer Cyclical
-80
- 0.91%
$279.74 - $321.29 $22.4K - $25.7K
8.72K $2.72M
JNJ
Johnson & Johnson

Healthcare
-840
- 5.37%
$142.06 - $167.7 $119K - $141K
14.8K $2.45M
XOM
Exxon Mobil Corp

Energy
-453
- 1.94%
$105.44 - $118.93 $47.8K - $53.9K
23K $2.73M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-310
- 4.55%
$442.66 - $534.52 $137K - $166K
6.51K $3.47M
ABBV
Abb Vie Inc.

Healthcare
-220
- 1.18%
$169.2 - $216.66 $37.2K - $47.7K
18.4K $3.85M
JPM
Jpmorgan Chase & CO

Financial Services
-6.88K
- 1.51%
$225.19 - $279.95 $1.55M - $1.93M
449K $110M
UNP
Union Pacific Corp

Industrials
-4.69K
- 1.48%
$225.21 - $254.42 $1.06M - $1.19M
312K $73.7M
DE
Deere & CO

Industrials
-1.69K
- 1.25%
$408.57 - $509.27 $691K - $862K
133K $62.5M
AMGN
Amgen Inc

Healthcare
-2.86K
- 1.02%
$258.59 - $327.36 $739K - $936K
276K $86.1M
Activity Summary
Buys All Purchases 21 New Holdings 2 Increased Positions 19 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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