$184 Million is the total value of WIMMER ASSOCIATES 1, LLC's 121 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ECL | Exit | ECOLAB | $0 | – | -978 | -100.0% | -0.13% | – |
| EV | Exit | EATON VANCE | $0 | – | -4,033 | -100.0% | -0.16% | – |
| CMCSA | Exit | COMCAST | $0 | – | -7,062 | -100.0% | -0.22% | – |
| NKE | Exit | NIKEcl b | $0 | – | -3,271 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc | 32 | Q3 2023 | 7.3% |
| VANGUARD DIVIDEND APPRECIATION INDEX ETF | 32 | Q3 2023 | 5.1% |
| Microsoft Corp | 32 | Q3 2023 | 5.5% |
| 3M Company | 32 | Q3 2023 | 6.0% |
| Visa, Inc | 32 | Q3 2023 | 3.8% |
| VANGUARD TOTAL STOCK MARKET INDEX ETF | 32 | Q3 2023 | 3.6% |
| Alphabet Inc Cl A (Formerly Google Cl A) | 32 | Q3 2023 | 3.9% |
| SPDRs S&P 500 Index ETF | 32 | Q3 2023 | 2.8% |
| Pepsico Inc | 32 | Q3 2023 | 2.6% |
| Amazon.Com Inc | 32 | Q3 2023 | 3.8% |
View WIMMER ASSOCIATES 1, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-16 |
View WIMMER ASSOCIATES 1, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.