WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported 169 positions worth $404.6M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AAPL (6.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $26.0M | 6.44% | 89,982 | — | — | |
| ▸ 2 | LLY | SH | $25.5M | 6.31% | 21,280 | — | — | |
| ▸ 3 | GOOG | SH | $20.3M | 5.03% | 57,541 | — | — | |
| ▸ 4 | VTI | SH | $14.8M | 3.65% | 39,868 | — | — | |
| ▸ 5 | MSFT | SH | $13.5M | 3.35% | 36,279 | — | — | |
| ▸ 6 | JPM | SH | $12.8M | 3.17% | 39,146 | — | — | |
| ▸ 7 | BRK-B | SH | $11.8M | 2.91% | 23,522 | — | — | |
| ▸ 8 | VOO | SH | $11.6M | 2.86% | 16,853 | — | — | |
| ▸ 9 | CSCO | SH | $10.9M | 2.70% | 93,101 | — | — | |
| ▸ 10 | GOOGL | SH | $10.9M | 2.70% | 30,571 | — | — |
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Frequently Asked Questions
What stocks does WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV hold as of Q2 2026?
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported 169 positions worth $404.6M in its Q2 2026 13F filing. Largest positions: AAPL (6.4%), LLY (6.3%), GOOG (5.0%), VTI (3.6%) and MSFT (3.3%).
What did WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.