Bartlett & Co. Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Bartlett & Co. Wealth Management LLC reported 1,212 stock positions worth $7.6 billion. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Apple (AAPL, 6.0%) and Alphabet Class C (GOOG, 5.6%). Compared with Q3 2025, it opened 78 new positions, sold out of 51, added to 232 and reduced 333. The biggest buy was Uber Technologies (UBER, shares +35061%) and the biggest sale Booz Allen Hamilton (BAH, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- CINCINNATI, OH
- CIK
- 0002010186
- Portfolio Value
- $7.6B (Q4 2025)
- SEC Filing
- 0002010186-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 1,212 stocks · $7.6B
| MSFT Microsoft Corp. | 6.17% | 974,883 | $471.5M | Reduce -0.6% |
| AAPL Apple Inc. | 5.99% | 1,683,579 | $457.7M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 5.63% | 1,370,381 | $430.0M | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 3.15% | 746,883 | $240.7M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 2.78% | 919,389 | $212.2M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 2.76% | 336,080 | $210.8M | Add +0.1% |
| NVDA Nvidia Corp. | 2.75% | 1,128,349 | $210.4M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.62% | 398,923 | $200.5M | Add +0.3% |
| MA Mastercard Inc. Class A | 2.51% | 335,969 | $191.8M | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.03% | 1,009,661 | $155.1M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 1.99% | 1,059,662 | $151.9M | Reduce -2.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.84% | 1,568,882 | $140.4M | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 1.72% | 420,489 | $131.6M | Reduce -1.1% |
| ABT Abbott Laboratories | 1.66% | 1,011,054 | $126.7M | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 1.62% | 513,091 | $123.7M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 1.59% | 141,010 | $121.6M | Reduce -0.9% |
| AMGN Amgen Inc. | 1.49% | 348,174 | $114.0M | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 1.47% | 194,369 | $112.7M | Add +1.1% |
| META Meta Platforms Inc. Class A | 1.41% | 163,517 | $107.9M | Add +4.0% |
| DE Deere & Co. | 1.30% | 212,372 | $99.2M | Add +3.5% |
| LIN Linde PLC | 1.28% | 228,951 | $97.6M | Reduce -2.9% |
| INTU Intuit Inc. | 1.26% | 145,542 | $96.4M | Add +10.5% |
| NEE Nextera Energy Inc. | 1.18% | 1,124,864 | $90.3M | Add +0.8% |
| ADI Analog Devices Inc. | 1.17% | 328,449 | $89.1M | Reduce -0.8% |
| ACN Accenture PLC Class A | 1.13% | 320,509 | $86.0M | Add +10.5% |
| PEP Pepsico Inc. | 1.05% | 556,259 | $80.6M | Reduce -2.0% |
| ETN Eaton Corp. PLC | 0.99% | 238,030 | $75.8M | Add +9.2% |
| CB Chubb Ltd. | 0.97% | 236,227 | $73.9M | Reduce -0.8% |
| CVX Chevron Corp. | 0.95% | 478,543 | $72.9M | Reduce -3.5% |
| CRM Salesforce Inc. | 0.94% | 270,916 | $71.9M | Add +1.5% |
| QCOM Qualcomm Inc. | 0.92% | 410,215 | $70.2M | Add +3.8% |
| DUK Duke Energy Corp. | 0.91% | 592,671 | $69.5M | Add +0.7% |
| WM Waste Management Inc. | 0.89% | 309,174 | $67.9M | Add +14.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.86% | 61,568 | $65.9M | Reduce -3.6% |
| SPGI S&P Global Inc. | 0.83% | 120,642 | $63.0M | Add +2.3% |
| UNH Unitedhealth Group Inc. | 0.80% | 186,045 | $61.4M | Add +1.8% |
| IJR iShares Core S&P Small-Cap E | 0.78% | 495,044 | $59.5M | Add +4.1% |
| IJH iShares Core S&P Midcap ETF | 0.74% | 859,610 | $56.7M | Add +5.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.74% | 710,963 | $56.7M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.73% | 74 | $55.9M | Add +12.1% |
| VCIT Vanguard Int-Term Corporate | 0.70% | 642,293 | $53.8M | Add +2.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 157,268 | $52.7M | Reduce -2.4% |
| LH Labcorp Holdings Inc. | 0.68% | 206,961 | $51.9M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.66% | 242,668 | $50.2M | Reduce -4.7% |
| ITW Illinois Tool Works | 0.65% | 200,376 | $49.6M | Reduce -1.5% |
| PANW Palo Alto Networks Inc. | 0.64% | 264,643 | $48.7M | Add +48.4% |
| WMT Walmart Inc. | 0.56% | 381,913 | $42.6M | Reduce -1.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.51% | 566,253 | $38.8M | Reduce -6.4% |
| IEMG iShares Core MSCI Emerging | 0.51% | 574,589 | $38.6M | Add +8.8% |
| MDY State Street SPDR S&P Midcap | 0.50% | 63,317 | $38.3M | Add +2.6% |
| AXP American Express Co. | 0.50% | 102,538 | $37.9M | Add +1.4% |
| UBER Uber Technologies Inc. | 0.46% | 432,835 | $35.4M | Add +35061.3% |
| GD General Dynamics Corp. | 0.41% | 93,565 | $31.5M | Reduce -15.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.39% | 632,336 | $29.8M | Add +7.0% |
| UNP Union Pacific Corp. | 0.37% | 120,886 | $28.0M | Reduce -5.6% |
| LLY Eli Lilly & Co. | 0.36% | 25,740 | $27.7M | Reduce -1.2% |
| JQUA JPMorgan US Quality Factor | 0.36% | 436,961 | $27.6M | Add +7.3% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.35% | 556,170 | $27.1M | Add +31.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.35% | 512,016 | $27.1M | Reduce -3.3% |
| ABBV Abbvie Inc. | 0.35% | 116,896 | $26.7M | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 38,425 | $26.3M | Add +11.7% |
| ZTS Zoetis Inc. | 0.34% | 208,152 | $26.2M | Reduce -42.0% |
| ADP Automatic Data Processing | 0.34% | 100,211 | $25.9M | Add +1.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.33% | 933,529 | $25.4M | Reduce -1.9% |
| RTX RTX Corp. | 0.32% | 134,736 | $24.7M | Reduce -13.7% |
| BSV Vanguard Short-Term Bond ETF | 0.31% | 296,970 | $23.4M | Reduce -3.9% |
| CFR Cullen/Frost Bankers Inc. | 0.30% | 181,495 | $23.0M | Reduce -46.6% |
| SPIB SS SPDR P Int C Corp. ETF | 0.30% | 675,373 | $22.8M | Add +19.4% |
| CINF Cincinnati Financial Corp. | 0.28% | 131,755 | $21.6M | Add +11.2% |
| MCD McDonald's Corp. | 0.27% | 68,229 | $20.9M | Reduce -8.4% |
| NSC Norfolk Southern Corp. | 0.26% | 69,414 | $20.0M | Reduce -0.6% |
| USB US Bancorp | 0.26% | 367,072 | $19.8M | Reduce -0.9% |
| IWR iShares Russell Mid-Cap ETF | 0.26% | 203,958 | $19.6M | Reduce -0.7% |
| SCHB Schwab US Broad Market ETF | 0.25% | 726,836 | $19.1M | Reduce -30.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.25% | 256,064 | $18.8M | Add +1.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.25% | 227,158 | $18.8M | Reduce -17.3% |
| CP Canadian Pacific Kansas City | 0.24% | 249,873 | $18.4M | Reduce -1.5% |
| EFA iShares MSCI Eafe ETF | 0.22% | 174,772 | $16.8M | Add +4.5% |
| AVGO Broadcom Inc. | 0.22% | 47,998 | $16.6M | Reduce -2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 139,267 | $15.9M | Reduce -11.1% |
| TSLA Tesla Inc. | 0.21% | 34,941 | $15.7M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 0.20% | 155,259 | $15.5M | Reduce -2.6% |
| IWP iShares Russell Mid-Cap Grow | 0.19% | 108,375 | $14.8M | Add +0.0% |
| DHR Danaher Corp. | 0.19% | 63,440 | $14.5M | Reduce -7.2% |
| MBB iShares MBS ETF | 0.19% | 152,596 | $14.5M | Add +8.1% |
| XLK SS Technology Select Sector | 0.19% | 100,780 | $14.5M | Reduce -1.1% |
| TMUS T-Mobile US Inc. | 0.19% | 70,451 | $14.3M | Reduce -33.6% |
| IWB iShares Russell 1000 ETF | 0.18% | 37,739 | $14.1M | Reduce -0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 65,659 | $13.9M | Reduce -3.8% |
| MRK Merck & Co. Inc. | 0.17% | 124,785 | $13.2M | Reduce -6.5% |
| BIV Vanguard Intermediate-Term B | 0.17% | 169,968 | $13.2M | Add +18.9% |
| FCF First Commonwealth Finl Corp. | 0.17% | 779,194 | $13.1M | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.17% | 305,003 | $13.1M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.17% | 106,562 | $12.8M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 0.16% | 18,221 | $12.5M | Add +1.0% |
| EMR Emerson Electric Co. | 0.16% | 93,859 | $12.5M | Reduce -0.5% |
| HD Home Depot Inc. | 0.16% | 36,083 | $12.4M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 48,005 | $12.4M | Reduce -0.5% |
| KO The Coca-Cola Co. | 0.15% | 167,007 | $11.7M | Reduce -0.3% |
| NVS Novartis AG-Sponsored ADR | 0.15% | 84,499 | $11.6M | Reduce -0.3% |
Other holdings (14): bonds, preferreds, convertibles and warrants · $68K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| EXPEDIA GROUP INC (EXPE 0 02/15/26) | NOTE 2/1 · principal | 8,000 | $9K | No change |
| VENTAS REALTY LP (VTR 3.75 06/01/26) | NOTE 3.750% 6/0 · principal | 6,000 | $9K | No change |
| DUKE ENERGY CORP (DUK 4.125 04/15/26) | NOTE 4.125% 4/1 · principal | 7,000 | $7K | No change |
| FORD MOTOR COMPANY (F 0 03/15/26) | NOTE 3/1 · principal | 7,000 | $7K | No change |
| 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 | $7K | No change |
| PPL CAPITAL FUNDING INC (PPL 2.875 03/15/28) | NOTE 2.875% 3/1 · principal | 5,000 | $5K | No change |
| EVERGY INC (EVRG 4.5 12/15/27) | NOTE 4.500%12/1 · principal | 4,000 | $5K | No change |
| CMS ENERGY CORP (CMS 3.375 05/01/28) | NOTE 3.375% 5/0 · principal | 3,000 | $3K | No change |
| ALLIANT ENERGY CORP (LNT 3.875 03/15/26) | NOTE 3.875% 3/1 · principal | 3,000 | $3K | No change |
| AMERICAN WATER CAPITAL C (AWK 3.625 06/15/26) | NOTE 3.625% 6/1 · principal | 3,000 | $3K | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 2 | $3K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 6 | $116 | No change |
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | 4 | $7 | No change |
Total filed on the 13F, all lines: $7.6B.
Portfolio Sells Q3 2025 → Q4 2025
| BAH Booz Allen Hamilton Holdings | Reduce -85.6% | 0.08% | −0.60 |
| MSFT Microsoft Corp. | Reduce -0.6% | 6.17% | −0.55 |
| AMT American Tower Corp. | Reduce -75.9% | 0.14% | −0.50 |
| ZTS Zoetis Inc. | Reduce -42.0% | 0.34% | −0.35 |
| CDW CDW Corp. | Reduce -76.5% | 0.07% | −0.29 |
| CFR Cullen/Frost Bankers Inc. | Reduce -46.6% | 0.30% | −0.27 |
| PG The Procter & Gamble Co. | Reduce -2.2% | 1.99% | −0.22 |
| LIN Linde PLC | Reduce -2.9% | 1.28% | −0.21 |
| ABT Abbott Laboratories | Reduce -1.5% | 1.66% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 1.59% | −0.15 |
| TMUS T-Mobile US Inc. | Reduce -33.6% | 0.19% | −0.15 |
| LOW Lowe's Cos Inc. | Reduce -1.5% | 1.62% | −0.11 |
| LH Labcorp Holdings Inc. | Reduce -0.6% | 0.68% | −0.11 |
| SCHB Schwab US Broad Market ETF | Reduce -30.5% | 0.25% | −0.11 |
| GD General Dynamics Corp. | Reduce -15.2% | 0.41% | −0.09 |
| CVX Chevron Corp. | Reduce -3.5% | 0.95% | −0.07 |
| ITW Illinois Tool Works | Reduce -1.5% | 0.65% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -17.3% | 0.25% | −0.06 |
| UNP Union Pacific Corp. | Reduce -5.6% | 0.37% | −0.03 |
| HD Home Depot Inc. | Reduce -0.9% | 0.16% | −0.03 |
| DIS The Walt Disney Co. | Reduce -11.1% | 0.21% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -6.4% | 0.51% | −0.03 |
| MCD McDonald's Corp. | Reduce -8.4% | 0.27% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.8% | 0.09% | −0.02 |
| NKE Nike Inc. Class B | Reduce -45.6% | 0.02% | −0.02 |
| RTX RTX Corp. | Reduce -13.7% | 0.32% | −0.02 |
| GOVT iShares US Treasury Bond ETF | Reduce -13.3% | 0.13% | −0.02 |
| FDX FedEx Corp. | Reduce -27.8% | 0.14% | −0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -20.9% | 0.07% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -3.3% | 0.35% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.8% | 0.74% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.9% | 0.31% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -0.6% | 0.26% | −0.02 |
| USIG iShares Broad Usd Investment | Reduce -12.3% | 0.09% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -37.8% | 0.03% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.5% | 0.35% | −0.01 |
| SYY Sysco Corp. | Reduce -6.4% | 0.06% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -9.4% | 0.09% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.4% | 0.69% | −0.01 |
| WEC WEC Energy Group Inc. | Reduce -0.2% | 0.11% | −0.01 |
| FISV Fiserv Inc. | Reduce -52.4% | 0.00% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -14.2% | 0.07% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -1.5% | 0.24% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -5.9% | 0.08% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -3.7% | 0.03% | −0.01 |
| KR Kroger Co. | Reduce -0.5% | 0.09% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -2.6% | 0.20% | −0.01 |
| CTAS Cintas Corp. | Reduce -1.1% | 0.07% | −0.01 |
| SBUX Starbucks Corp. | Reduce -10.4% | 0.06% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Reduce -22.2% | 0.02% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| UBER Uber Technologies Inc. | Add +35061.3% | 0.46% | +0.46 |
| TMO Thermo Fisher Scientific Inc. | Add +1.1% | 1.47% | +0.24 |
| AMGN Amgen Inc. | Add +0.8% | 1.49% | +0.20 |
| ACN Accenture PLC Class A | Add +10.5% | 1.13% | +0.18 |
| IEFA iShares Core MSCI Eafe ETF | Add +8.1% | 1.84% | +0.16 |
| PANW Palo Alto Networks Inc. | Add +48.4% | 0.64% | +0.16 |
| AMZN Amazon.com Inc. | Add +1.3% | 2.78% | +0.14 |
| CRM Salesforce Inc. | Add +1.5% | 0.94% | +0.10 |
| WM Waste Management Inc. | Add +14.4% | 0.89% | +0.10 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +31.9% | 0.35% | +0.08 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +12.1% | 0.73% | +0.07 |
| INTU Intuit Inc. | Add +10.5% | 1.26% | +0.07 |
| NEE Nextera Energy Inc. | Add +0.8% | 1.18% | +0.07 |
| SPGI S&P Global Inc. | Add +2.3% | 0.83% | +0.07 |
| DE Deere & Co. | Add +3.5% | 1.30% | +0.05 |
| AXP American Express Co. | Add +1.4% | 0.50% | +0.05 |
| QCOM Qualcomm Inc. | Add +3.8% | 0.92% | +0.05 |
| SPIB SS SPDR P Int C Corp. ETF | Add +19.4% | 0.30% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +8.8% | 0.51% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +5.8% | 0.74% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.7% | 0.34% | +0.04 |
| CINF Cincinnati Financial Corp. | Add +11.2% | 0.28% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 2.76% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +4.1% | 0.78% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +18.9% | 0.17% | +0.03 |
| MUB iShares National Muni Bond E | Add +26.4% | 0.12% | +0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Add +7.0% | 0.39% | +0.02 |
| JQUA JPMorgan US Quality Factor | Add +7.3% | 0.36% | +0.02 |
| IYW iShares Ustechnology ETF | Add +20.6% | 0.11% | +0.02 |
| MU Micron Technology Inc. | Add +0.2% | 0.04% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +42.4% | 0.05% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.3% | 2.51% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +2.6% | 0.50% | +0.01 |
| PCAR Paccar Inc. | Add +76.7% | 0.03% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +4.5% | 0.22% | +0.01 |
| MBB iShares MBS ETF | Add +8.1% | 0.19% | +0.01 |
| XOM Exxon Mobil Corp. | Add +2.3% | 0.17% | +0.01 |
| NVDA Nvidia Corp. | Add +1.6% | 2.75% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +24.7% | 0.04% | +0.01 |
| IYJ iShares U.S. Industrials ETF | Add +67.4% | 0.02% | +0.01 |
| MEDP Medpace Holdings Inc. | Add +441.4% | 0.01% | +0.01 |
| IBB iShares Biotechnology ETF | Add +28.5% | 0.03% | +0.01 |
| AMD Advanced Micro Devices | Add +0.3% | 0.03% | +0.01 |
| FDVV Fidelity High Dividend ETF | Add +46345.4% | 0.01% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +2.7% | 0.70% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +73.8% | 0.02% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.2% | 0.25% | +0.01 |
| CAT Caterpillar Inc. | Add +0.0% | 0.04% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +1290.3% | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +13.5% | 0.05% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| SOUTHERN CO (SO 3.875 12/15/25) | NOTE 3.875%12/1 · principal | Sold out | 7,000 | $8Kbefore exit |
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 |