Wilkinson Global Asset Management LLC Sells in Q2 2025

Wilkinson Global Asset Management LLC

  • $1.53 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TM
Toyota Motor Corp

Consumer Cyclical
-286K
- 97.27%
$158.63 - $195.39 $45.4M - $56M
8.04K $1.38M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-59.7K
- 93.31%
$390.26 - $489.06 $23.3M - $29.2M
4.28K $1.74M
AAPL
Apple Inc.

Technology
-59.5K
- 13.59%
$172.42 - $223.89 $10.3M - $13.3M
378K $77.6M
AMGN
Amgen Inc

Healthcare
-22.6K
- 8.19%
$262.28 - $309.85 $5.93M - $7.01M
254K $70.8M
TJX
Tjx Companies Inc

Consumer Cyclical
-94.5K
- 9.54%
$119.13 - $135.03 $11.3M - $12.8M
896K $111M
WSO
Watsco Inc

Industrials
-5.69K
- 6.53%
$421.84 - $520.66 $2.4M - $2.96M
81.5K $36M
ACN
Accenture PLC

Technology
-16.8K
- 7.55%
$279.23 - $323.21 $4.68M - $5.42M
205K $61.4M
UNP
Union Pacific Corp

Industrials
-24.1K
- 7.73%
$208.27 - $238.46 $5.02M - $5.74M
288K $66.2M
TXN
Texas Instruments Inc

Technology
-32.4K
- 8.55%
N/A
346K $67.4M
PGR
Progressive Corp

Financial Services
-8.36K
- 5.27%
$255.27 - $288.74 $2.13M - $2.41M
150K $40.1M
SHW
Sherwin Williams CO

Basic Materials
-2.91K
- 1.32%
$313.51 - $363.51 $911K - $1.06M
217K $74.7M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-8.57K
- 7.95%
$146.74 - $176.07 $1.26M - $1.51M
99.3K $16.1M
V
Visa Inc.

Financial Services
-5.82K
- 3.54%
$308.27 - $373.31 $1.79M - $2.17M
158K $56.2M
EPD
Enterprise Products Partners L.P.

Energy
-18.4K
- 63.4%
$28.95 - $34.22 $534K - $631K
10.6K $329K
COST
Costco Wholesale Corp

Consumer Defensive
-597
- 72.19%
$908.13 - $1056.85 $542K - $631K
230 $227K
ABBV
Abb Vie Inc.

Healthcare
-483
- 2.63%
$170.16 - $206.27 $82.2K - $99.6K
17.9K $3.32M
CVX
Chevron Corp

Energy
-2.19K
- 38.22%
$133.73 - $168.51 $293K - $370K
3.55K $507K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-65
- 1.0%
$483.48 - $539.8 $31.4K - $35.1K
6.45K $3.13M
AMG
Affiliated Managers Group, Inc.

Financial Services
-2.14K
- 66.72%
$143.35 - $197.67 $306K - $422K
1.07K $209K
XOM
Exxon Mobil Corp

Energy
-310
- 1.35%
$99.93 - $119.04 $31K - $36.9K
22.6K $2.44M
JNJ
Johnson & Johnson

Healthcare
-481
- 3.25%
$146.36 - $159.82 $70.4K - $76.9K
14.3K $2.19M
GOOGL
Alphabet Inc.

Communication Services
-2.01K
- 41.73%
$144.7 - $178.6 $291K - $359K
2.81K $494K
MCD
Mcdonalds Corp

Consumer Cyclical
-60
- 0.69%
$285.55 - $321.23 $17.1K - $19.3K
8.66K $2.53M
LOW
Lowes Companies Inc

Consumer Cyclical
-110
- 1.39%
$210.83 - $235.28 $23.2K - $25.9K
7.8K $1.73M
COP
Conocophillips

Energy
-250
- 10.0%
$82.66 - $106.1 $20.7K - $26.5K
2.25K $201K
EOG
Eog Resources Inc

Energy
-160
- 5.59%
$104.61 - $129.97 $16.7K - $20.8K
2.7K $322K
ROST
Ross Stores, Inc.

Consumer Cyclical
-300
- 5.7%
$126.62 - $154.26 $38K - $46.3K
4.97K $633K
CYBR
Cyber Ark Software Ltd.

Technology
-340
- 19.88%
$305.98 - $406.88 $104K - $138K
1.37K $557K
Linde PLC
-9.25K
- 7.67%
N/A
111K $0
GLD
Spdr Gold Trust

ETFs
-85
- 2.83%
$273.71 - $316.29 $23.3K - $26.9K
2.92K $888K
RACE
Ferrari N.V.

Consumer Cyclical
-210
- 2.51%
$397.86 - $499.02 $83.6K - $105K
8.17K $4.01M
DE
Deere & CO

Industrials
-9.14K
- 6.86%
$412.99 - $531.48 $3.78M - $4.86M
124K $63.1M
PH
Parker Hannifin Corp

Industrials
-3.7K
- 8.92%
$517.23 - $700.54 $1.91M - $2.59M
37.8K $26.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-36.4K
- 6.24%
$45.98 - $56.15 $1.67M - $2.04M
546K $30.7M
JPM
Jpmorgan Chase & CO

Financial Services
-55.3K
- 12.33%
$210.28 - $289.91 $11.6M - $16M
393K $114M
ADI
Analog Devices Inc

Technology
-11.2K
- 5.62%
$164.6 - $238.02 $1.84M - $2.66M
188K $44.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-9.94K
- 3.87%
$167.32 - $223.3 $1.66M - $2.22M
247K $54.2M
DIS
Walt Disney CO

Communication Services
-37K
- 7.51%
$81.72 - $124.01 $3.03M - $4.59M
456K $56.6M
INTU
Intuit Inc

Technology
-2.53K
- 3.94%
$544.07 - $787.63 $1.38M - $1.99M
61.7K $48.6M
NVDA
Nvidia Corp

Technology
-33.5K
- 5.66%
$94.31 - $157.99 $3.16M - $5.29M
557K $88.1M
MSFT
Microsoft Corp

Technology
-17K
- 6.25%
$354.56 - $497.45 $6.02M - $8.44M
255K $127M
Activity Summary
Buys All Purchases 13 New Holdings 8 Increased Positions 5 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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