Bartlett & Co. Wealth Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Bartlett & Co. Wealth Management LLC reported 1,324 stock positions worth $8.0 billion. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Alphabet Class C (GOOG, 5.8%) and Microsoft (MSFT, 4.6%). Compared with Q1 2026, it opened 95 new positions, sold out of 40, added to 439 and reduced 254. The biggest buy was Palo Alto Networks (PANW, shares +7%) and the biggest sale Alphabet Class C (GOOG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CINCINNATI, OH
- CIK
- 0002010186
- Portfolio Value
- $8.0B (Q2 2026)
- SEC Filing
- 0002010186-26-000003 ↗ filed Jul 24, 2026
Holdings Value
Holdings 1,324 stocks · $8.0B
| AAPL Apple Inc. | 5.98% | 1,651,943 | $478.0M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 5.75% | 1,301,453 | $459.8M | Reduce -1.4% |
| MSFT Microsoft Corp. | 4.62% | 989,415 | $369.1M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 3.11% | 361,789 | $248.5M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 3.03% | 739,408 | $242.0M | Add +0.1% |
| NVDA Nvidia Corp. | 3.02% | 1,208,102 | $241.7M | Add +1.5% |
| AMZN Amazon.com Inc. | 2.79% | 936,125 | $223.1M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.45% | 391,026 | $195.7M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 2.28% | 1,886,270 | $182.2M | Add +3.8% |
| MA Mastercard Inc. Class A | 2.19% | 340,541 | $174.9M | Add +0.0% |
| PG The Procter & Gamble Co. | 1.91% | 1,042,217 | $152.8M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.86% | 980,772 | $148.6M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 1.79% | 400,948 | $143.3M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 1.65% | 141,278 | $132.2M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 1.61% | 377,013 | $128.6M | Add +7.5% |
| DE Deere & Co. | 1.61% | 201,866 | $128.4M | Reduce -0.5% |
| ADI Analog Devices Inc. | 1.57% | 315,915 | $125.5M | Reduce -0.7% |
| LIN Linde PLC | 1.56% | 240,956 | $125.0M | Reduce -0.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.53% | 61,520 | $122.4M | Add +0.1% |
| AMGN Amgen Inc. | 1.48% | 326,887 | $118.4M | Reduce -0.9% |
| ETN Eaton Corp. PLC | 1.44% | 271,017 | $115.5M | Add +1.6% |
| LOW Lowe's Cos Inc. | 1.32% | 479,020 | $105.6M | Reduce -3.1% |
| NEE Nextera Energy Inc. | 1.28% | 1,165,321 | $102.3M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 1.27% | 180,324 | $101.6M | Add +2.5% |
| IJH iShares Core S&P Midcap ETF | 1.16% | 1,205,401 | $92.9M | Add +11.2% |
| IJR iShares Core S&P Small-Cap E | 1.15% | 620,196 | $92.0M | Add +2.8% |
| ABT Abbott Laboratories | 1.07% | 943,987 | $85.7M | Reduce -4.5% |
| TMO Thermo Fisher Scientific Inc. | 1.05% | 167,029 | $83.8M | Reduce -8.7% |
| CB Chubb Ltd. | 0.96% | 225,744 | $77.1M | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.94% | 199,217 | $75.3M | Add +81.0% |
| CVX Chevron Corp. | 0.92% | 444,133 | $73.6M | Reduce -1.9% |
| DUK Duke Energy Corp. | 0.92% | 580,535 | $73.5M | Add +0.1% |
| PEP Pepsico Inc. | 0.89% | 524,156 | $71.0M | Reduce -2.2% |
| WM Waste Management Inc. | 0.87% | 312,393 | $69.6M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 0.85% | 163,859 | $68.1M | Reduce -0.6% |
| IEMG iShares Core MSCI Emerging | 0.77% | 745,800 | $61.8M | Add +5.1% |
| JNJ Johnson & Johnson | 0.74% | 232,434 | $59.0M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.74% | 159,072 | $58.9M | Reduce -0.7% |
| LH Labcorp Holdings Inc. | 0.72% | 204,579 | $57.3M | Add +0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.70% | 703,045 | $55.6M | Reduce -0.2% |
| VCIT Vanguard Int-Term Corporate | 0.67% | 651,041 | $53.8M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.66% | 70 | $52.4M | No change |
| ITW Illinois Tool Works | 0.65% | 191,148 | $52.0M | Reduce -1.6% |
| MDY State Street SPDR S&P Midcap | 0.56% | 63,175 | $44.5M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.55% | 239,262 | $44.2M | Reduce -22.4% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.51% | 852,449 | $41.1M | Add +15.0% |
| WMT Walmart Inc. | 0.51% | 356,966 | $40.4M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 0.51% | 228,939 | $40.4M | Add +30384.5% |
| SPGI S&P Global Inc. | 0.50% | 98,818 | $40.2M | Reduce -7.2% |
| UBER Uber Technologies Inc. | 0.47% | 523,959 | $37.8M | Reduce -10.3% |
| CRM Salesforce Inc. | 0.46% | 231,559 | $36.4M | Reduce -5.2% |
| JQUA JPMorgan US Quality Factor | 0.45% | 494,295 | $35.7M | Add +3.1% |
| AXP American Express Co. | 0.43% | 101,386 | $34.3M | Add +0.2% |
| ACN Accenture PLC Class A | 0.41% | 263,800 | $32.8M | Reduce -5.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.40% | 681,746 | $31.9M | Add +3.0% |
| SPIB SS SPDR P Int C Corp. ETF | 0.39% | 937,863 | $31.4M | Add +10.6% |
| UNP Union Pacific Corp. | 0.38% | 113,015 | $30.7M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.38% | 25,471 | $30.6M | Add +0.1% |
| ABBV Abbvie Inc. | 0.37% | 116,898 | $29.4M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 37,945 | $28.4M | Add +0.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.32% | 834,467 | $26.0M | Reduce -4.5% |
| INTU Intuit Inc. | 0.32% | 99,054 | $25.9M | Reduce -21.1% |
| ORLY O'reilly Automotive Inc. | 0.32% | 278,422 | $25.6M | Add +7.8% |
| RTX RTX Corp. | 0.32% | 134,302 | $25.5M | Add +0.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.31% | 479,786 | $25.1M | Reduce -2.0% |
| CINF Cincinnati Financial Corp. | 0.31% | 133,410 | $24.8M | Add +1.0% |
| GD General Dynamics Corp. | 0.29% | 64,977 | $23.0M | Reduce -21.5% |
| IWR iShares Russell Mid-Cap ETF | 0.29% | 208,491 | $23.0M | Add +3.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.28% | 271,049 | $22.7M | Add +0.9% |
| ADP Automatic Data Processing | 0.28% | 98,912 | $22.3M | Add +0.6% |
| USB US Bancorp | 0.27% | 359,409 | $21.9M | Reduce -0.6% |
| BSV Vanguard Short-Term Bond ETF | 0.27% | 272,376 | $21.2M | Reduce -5.5% |
| BIV Vanguard Intermediate-Term B | 0.27% | 276,174 | $21.2M | Add +12.5% |
| CP Canadian Pacific Kansas City | 0.26% | 243,908 | $21.1M | Add +0.5% |
| NSC Norfolk Southern Corp. | 0.26% | 67,123 | $21.1M | Add +0.0% |
| SCHB Schwab US Broad Market ETF | 0.26% | 723,260 | $20.9M | Reduce -0.3% |
| XLK SS Technology Select Sector | 0.25% | 105,637 | $20.1M | Add +4.8% |
| EFA iShares MSCI Eafe ETF | 0.23% | 179,365 | $18.6M | Add +1.3% |
| CFR Cullen/Frost Bankers Inc. | 0.23% | 116,594 | $18.0M | Reduce -3.7% |
| MCD McDonald's Corp. | 0.21% | 61,202 | $16.5M | Reduce -3.1% |
| FCF First Commonwealth Finl Corp. | 0.20% | 778,462 | $15.8M | No change |
| MBB iShares MBS ETF | 0.19% | 164,593 | $15.6M | Add +2.2% |
| IWB iShares Russell 1000 ETF | 0.19% | 37,759 | $15.5M | No change |
| AGG iShares Core U.S. Aggregate | 0.19% | 155,773 | $15.4M | Reduce -1.4% |
| MRK Merck & Co. Inc. | 0.19% | 117,498 | $15.2M | Add +0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 184,359 | $15.1M | Reduce -5.0% |
| IWP iShares Russell Mid-Cap Grow | 0.19% | 103,050 | $15.1M | Reduce -1.5% |
| TSLA Tesla Inc. | 0.19% | 35,437 | $14.9M | Add +0.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 60,849 | $14.8M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.18% | 105,675 | $14.4M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 47,096 | $14.3M | Reduce -1.4% |
| KO The Coca-Cola Co. | 0.16% | 160,596 | $13.1M | Reduce -1.9% |
| EMR Emerson Electric Co. | 0.16% | 91,343 | $13.1M | Reduce -1.6% |
| NVS Novartis AG-Sponsored ADR | 0.16% | 83,188 | $13.0M | Reduce -0.1% |
| IWS iShares Russell Mid-Cap Valu | 0.15% | 74,326 | $12.2M | Reduce -0.5% |
| TRV The Travelers Cos Inc. | 0.15% | 36,959 | $12.2M | Reduce -4.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.15% | 285,175 | $12.1M | Reduce -2.2% |
| ROK Rockwell Automation Inc. | 0.15% | 23,746 | $11.8M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 0.15% | 15,601 | $11.7M | Reduce -4.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.14% | 31,589 | $11.6M | Reduce -1.6% |
Other holdings (9): bonds, preferreds, convertibles and warrants · $149K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| FACWW Cartesian Growth Corp. -30 | *W EXP 06/04/203 | 89,000 | $121K | New |
| GLOBAL PAYMENTS INC (GPN 1.5 03/01/31) | NOTE 1.500% 3/0 · principal | 8,000 | $7K | No change |
| UBER TECHNOLOGIES INC (UBER 0.875 12/01/28 2028) | NOTE 0.875%12/0 · principal | 5,000 | $6K | No change |
| PPL CAPITAL FUNDING INC (PPL 2.875 03/15/28) | NOTE 2.875% 3/1 · principal | 5,000 | $6K | No change |
| EVERGY INC (EVRG 4.5 12/15/27) | NOTE 4.500%12/1 · principal | 4,000 | $6K | No change |
| CMS ENERGY CORP (CMS 3.375 05/01/28) | NOTE 3.375% 5/0 · principal | 3,000 | $3K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 14 | $373 | Add +133.3% |
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | 4 | $34 | No change |
| COHEN & STEERS QUALITY-R | RIGHT 07/15/2026 | 1,056 | $16 | No change |
Lines left out (1) · $59 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| QQQM Invesco Nasdaq 100 ETF | NASDAQ 100 ETF | 0 | $59 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $8.0B.
Portfolio Sells Q1 2026 → Q2 2026
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 5.75% | −0.65 |
| INTU Intuit Inc. | Reduce -21.1% | 0.32% | −0.33 |
| ZTS Zoetis Inc. | Reduce -91.4% | 0.01% | −0.26 |
| ACN Accenture PLC Class A | Reduce -5.2% | 0.41% | −0.24 |
| CVX Chevron Corp. | Reduce -1.9% | 0.92% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 1.79% | −0.18 |
| PEP Pepsico Inc. | Reduce -2.2% | 0.89% | −0.17 |
| NEE Nextera Energy Inc. | Reduce -0.3% | 1.28% | −0.15 |
| CRM Salesforce Inc. | Reduce -5.2% | 0.46% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -22.4% | 0.55% | −0.11 |
| LOW Lowe's Cos Inc. | Reduce -3.1% | 1.32% | −0.10 |
| WMT Walmart Inc. | Reduce -0.5% | 0.51% | −0.09 |
| TJX TJX Companies Inc. | Reduce -0.3% | 1.86% | −0.09 |
| GD General Dynamics Corp. | Reduce -21.5% | 0.29% | −0.08 |
| UBER Uber Technologies Inc. | Reduce -10.3% | 0.47% | −0.08 |
| SPGI S&P Global Inc. | Reduce -7.2% | 0.50% | −0.07 |
| WM Waste Management Inc. | Reduce -1.2% | 0.87% | −0.05 |
| ADI Analog Devices Inc. | Reduce -0.7% | 1.57% | −0.04 |
| HON Honeywell International Inc. | Reduce -99.5% | 0.00% | −0.04 |
| ABT Abbott Laboratories | Reduce -4.5% | 1.07% | −0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -22.9% | 0.13% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.7% | 1.05% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.4% | 0.18% | −0.03 |
| ORCL Oracle Corp. | Reduce -1.1% | 0.11% | −0.03 |
| FDX FedEx Corp. | Reduce -2.8% | 0.11% | −0.02 |
| MCD McDonald's Corp. | Reduce -3.1% | 0.21% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.5% | 0.27% | −0.02 |
| DIS The Walt Disney Co. | Reduce -9.1% | 0.11% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.9% | 0.67% | −0.02 |
| KR Kroger Co. | Reduce -0.1% | 0.07% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 1.91% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.2% | 0.70% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -5.0% | 0.19% | −0.01 |
| CDW CDW Corp. | Reduce -42.4% | 0.02% | −0.01 |
| BAH Booz Allen Hamilton Holdings | Reduce -36.0% | 0.01% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.0% | 0.31% | −0.01 |
| AMT American Tower Corp. | Reduce -8.3% | 0.06% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -39.5% | 0.01% | −0.01 |
| SBUX Starbucks Corp. | Reduce -12.3% | 0.06% | −0.01 |
| DCI Donaldson Co. Inc. | Reduce -54.8% | 0.01% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -4.5% | 0.32% | −0.01 |
| T AT&T Inc. | Reduce -1.1% | 0.03% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.9% | 0.08% | −0.01 |
| COP Conocophillips | Reduce -0.2% | 0.03% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -2.2% | 0.15% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -4.6% | 0.10% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -1.4% | 0.19% | −0.01 |
| ADBE Adobe Inc. | Reduce -62.0% | 0.00% | −0.01 |
| USIG iShares Broad Usd Investment | Reduce -6.0% | 0.07% | −0.01 |
| BLK BlackRock Inc. | Reduce -8.1% | 0.02% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +7.5% | 1.61% | +0.78 |
| APH Amphenol Corp. Class A | Add +30384.5% | 0.51% | +0.50 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.1% | 1.53% | +0.44 |
| AVGO Broadcom Inc. | Add +81.0% | 0.94% | +0.36 |
| IJH iShares Core S&P Midcap ETF | Add +11.2% | 1.16% | +0.16 |
| AAPL Apple Inc. | Add +0.2% | 5.98% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 3.03% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 2.45% | +0.11 |
| IJR iShares Core S&P Small-Cap E | Add +2.8% | 1.15% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.8% | 2.28% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +0.8% | 3.11% | +0.08 |
| JNJ Johnson & Johnson | Add +0.4% | 0.74% | +0.07 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.38% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +5.1% | 0.77% | +0.06 |
| ABBV Abbvie Inc. | Add +1.0% | 0.37% | +0.06 |
| LH Labcorp Holdings Inc. | Add +0.4% | 0.72% | +0.06 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +15.0% | 0.51% | +0.06 |
| XLK SS Technology Select Sector | Add +4.8% | 0.25% | +0.04 |
| CINF Cincinnati Financial Corp. | Add +1.0% | 0.31% | +0.04 |
| INTC Intel Corp. | Add +0.8% | 0.13% | +0.04 |
| JQUA JPMorgan US Quality Factor | Add +3.1% | 0.45% | +0.04 |
| AMD Advanced Micro Devices | Add +1.0% | 0.09% | +0.04 |
| SPIB SS SPDR P Int C Corp. ETF | Add +10.6% | 0.39% | +0.03 |
| ROK Rockwell Automation Inc. | Add +0.7% | 0.15% | +0.03 |
| IBM Intl Business Machines Corp. | Add +14.6% | 0.09% | +0.03 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.56% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +12.5% | 0.27% | +0.02 |
| RTX RTX Corp. | Add +0.6% | 0.32% | +0.02 |
| AMAT Applied Materials Inc. | Add +18.1% | 0.04% | +0.02 |
| HON Honeywell International Inc. | New | 0.02% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.8% | 0.10% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.19% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +3.4% | 0.29% | +0.02 |
| IYW iShares Ustechnology ETF | Add +2.0% | 0.14% | +0.02 |
| GE General Electric | Add +0.4% | 0.07% | +0.02 |
| AXP American Express Co. | Add +0.2% | 0.43% | +0.01 |
| ADP Automatic Data Processing | Add +0.6% | 0.28% | +0.01 |
| CAT Caterpillar Inc. | Add +2.9% | 0.07% | +0.01 |
| CAH Cardinal Health Inc. | Add +8.9% | 0.06% | +0.01 |
| LRCX Lam Research Corp. | Add +60.9% | 0.02% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +35.6% | 0.04% | +0.01 |
| KLAC KLA Corp. | Add +164.7% | 0.01% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +7.8% | 0.32% | +0.01 |
| TSLA Tesla Inc. | Add +0.6% | 0.19% | +0.01 |
| STX Seagate Technology Holdings | Add +0.4% | 0.04% | +0.01 |
| GLW Corning Inc. | Add +3.0% | 0.02% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +2.6% | 0.11% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.9% | 0.28% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +21.1% | 0.05% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.36% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| FACWW Cartesian Growth Corp. -30 | *W EXP 06/04/203 | New | 89,000 | $121K |
| FACWW Cartesian Growth Corp. -30 | *W EXP 05/02/203 | Sold out | 89,000 | $104Kbefore exit |
| VENTAS REALTY LP (VTR 3.75 06/01/26) | NOTE 3.750% 6/0 · principal | Sold out | 6,000 | $10Kbefore exit |
| AMERICAN WATER CAPITAL C (AWK 3.625 06/15/26) | NOTE 3.625% 6/1 · principal | Sold out | 3,000 | $3Kbefore exit |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +133.3% | 14 | $373 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,324 | $8.0B | AAPL, GOOG, MSFT, VOO, JPM |
| Q1 2026 | 1,267 | $7.8B | GOOG, AAPL, MSFT, AMZN, VOO |
| Q4 2025 | 1,212 | $7.6B | MSFT, AAPL, GOOG, JPM, AMZN |
| Q3 2025 | 1,182 | $7.6B | MSFT, AAPL, GOOG, JPM, NVDA |
| Q2 2025 | 1,219 | $7.2B | MSFT, AAPL, GOOG, JPM, AMZN |
| Q1 2025 | 1,226 | $6.8B | AAPL, MSFT, GOOG, BRK.B, PG |
| Q4 2024 | 1,121 | $6.9B | AAPL, MSFT, GOOG, PG, BRK.B |
| Q3 2024 | 1,124 | $7.0B | MSFT, AAPL, GOOG, PG, BRK.B |
| Q2 2024 | 1,131 | $6.6B | MSFT, AAPL, GOOG, PG, BRK.B |
| Q1 2024 | 1,123 | $6.5B | MSFT, AAPL, GOOG, PG, BRK.B |