StockDriftsStockDriftsTop 50 Walter & Keenan Wealth Management LLC In Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.44% | 90.0K | $26.0M | +0.49%(+438) | $52.76(+478.77%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 6.31% | 21.3K | $25.5M | -0.41%(-88) | $74.92(+1474.17%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.03% | 57.5K | $20.3M | -0.19%(-108) | $46.85(+631.37%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.65% | 39.9K | $14.8M | +0.87%(+342) | $294.66(+30.10%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.34% | 36.3K | $13.5M | +0.08%(+28) | $71.24(+582.29%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.17% | 39.1K | $12.8M | +0.78%(+302) | $74.16(+391.77%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.91% | 23.5K | $11.8M | +1.84%(+426) | $216.23(+131.86%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.86% | 16.9K | $11.6M | +64.69%(+6.62K) | $561.32(+26.97%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.7% | 93.1K | $10.9M | +0.11%(+100) | $30.15(+276.60%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.7% | 30.6K | $10.9M | +1.39%(+420) | $42.85(+704.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.09% | +73.19% | +11.07% | +69.07% |
| Top 20 Holdings Unweighted | +18.68% | +67.16% | +8.75% | +52.13% |
Walter & Keenan Wealth Management LLC In reports $404.57M in US-listed equity holdings across 169 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.4%), LLY (6.3%) and GOOG (5.0%). The top 20 holdings account for 58.72% of reported assets. Its disclosed equity book has returned +73.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Walter & Keenan Wealth Management LLC In’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 752365). View Walter & Keenan Wealth Management LLC In’s 13F filings on SEC