$1.58 Billion is the total value of Wilkinson Global Asset Management LLC's 112 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 14 | Q2 2024 | 8.3% |
| APPLE INC | 14 | Q2 2024 | 7.9% |
| TJX COS INC NEW | 14 | Q2 2024 | 8.3% |
| ACCENTURE PLC IRELAND | 14 | Q2 2024 | 6.7% |
| JPMORGAN CHASE & CO. | 14 | Q2 2024 | 6.4% |
| UNION PAC CORP | 14 | Q2 2024 | 6.4% |
| AMGEN INC | 14 | Q2 2024 | 6.2% |
| DISNEY WALT CO | 14 | Q2 2024 | 5.5% |
| TOYOTA MOTOR CORP | 14 | Q2 2024 | 5.4% |
| TEXAS INSTRS INC | 14 | Q2 2024 | 4.9% |
View Wilkinson Global Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| N-PX | 2024-08-06 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-26 |
View Wilkinson Global Asset Management 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.