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Uhlmann Price Securities, LLC

Quarter-over-quarter position changes

255 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
AddedKLA CORPMar 31, 2026+780,699>1000%781,072$1.22Bhigh
NewSOUTHERN COMar 31, 2026+107,523New107,523$10.11Mmedium
AddedApple Inc.Mar 31, 2026+29,104+199%43,717$7.34Mmedium
New922908363Mar 31, 2026+7,786New7,786$4.69Mlow
AddedCISCO SYSTEMS, INC.Mar 31, 2026+54,328+281%73,648$4.35Mlow
NewELI LILLY & CoMar 31, 2026+4,701New4,701$4.25Mlow
NewHERSHEY COMar 31, 2026+14,938New14,938$3.21Mlow
Added78462F103Mar 31, 2026+4,692>1000%5,137$3.06Mlow
AddedNVIDIA CorpMar 31, 2026+16,679+573%19,592$2.92Mlow
NewAMERICAN EXPRESS COMar 31, 2026+9,296New9,296$2.81Mlow
AddedMICROSOFT CORPMar 31, 2026+7,082+235%10,101$2.63Mlow
New464287226Mar 31, 2026+24,927New24,927$2.46Mlow
AddedWalmart Inc.Mar 31, 2026+17,104+288%23,051$2.10Mlow
AddedJOHNSON & JOHNSONMar 31, 2026+8,301+150%13,846$1.98Mlow
NewLOCKHEED MARTIN CORPMar 31, 2026+3,106New3,106$1.90Mlow
AddedINTEL CORPMar 31, 2026+41,286+664%47,503$1.82Mlow
AddedAlphabet Inc.Mar 31, 2026+6,049+49%18,512$1.74Mlow
AddedTHE GOLDMAN SACHS GROUP, INC.Mar 31, 2026+2,062+47%6,488$1.74Mlow
AddedAbbVie Inc.Mar 31, 2026+7,523+141%12,875$1.58Mlow
NewLAM RESEARCH CORPMar 31, 2026+6,538New6,538$1.56Mlow
AddedWarren E. BuffettMar 31, 2026+3,076+80%6,921$1.47Mlow
AddedEXXON MOBIL CORPMar 31, 2026+8,584+425%10,605$1.43Mlow
New97717Y626Mar 31, 2026+98,698New98,698$1.42Mlow
Trimmed97717Y527Mar 31, 2026-26,885-5.8%438,370$1.36Mlow
AddedCOCA COLA COMar 31, 2026+17,937+170%28,486$1.35Mlow
NewPROCTER & GAMBLE CoMar 31, 2026+9,245New9,245$1.32Mlow
NewEQUITY RESIDENTIALMar 31, 2026+21,451New21,451$1.27Mlow
NewCLOROX CO /DEMar 31, 2026+11,485New11,485$1.18Mlow
AddedMerck & Co., Inc.Mar 31, 2026+9,724+235%13,861$1.14Mlow
New464288752Mar 31, 2026+12,505New12,505$1.13Mlow
NewAMERICAN ELECTRIC POWER CO INCMar 31, 2026+8,721New8,721$1.12Mlow
AddedPhillips 66Mar 31, 2026+4,883+136%8,481$895.2Klow
NewRTX CorpMar 31, 2026+4,614New4,614$894.6Klow
AddedSCHWAB CHARLES CORPMar 31, 2026+9,427+73%22,417$892.7Klow
AddedAmazon.com IncMar 31, 2026+4,191+104%8,221$870.6Klow
NewVERIZON COMMUNICATIONS INCMar 31, 2026+16,465New16,465$836.7Klow
NewConocoPhillipsMar 31, 2026+5,872New5,872$760.1Klow
AddedINTERNATIONAL BUSINESS MACHINES CORPMar 31, 2026+3,125+63%8,101$755.3Klow
AddedPhilip Morris International Inc.Mar 31, 2026+4,391+351%5,642$719.9Klow
NewCORNING INC /NYMar 31, 2026+5,000New5,000$710.0Klow
ExitedTORTOISE ENERGY INFRASTRUCTURE CORPTYGMar 31, 2026-17,137-100%0$700.9Klow
AddedAngi Inc.Mar 31, 2026+101,774+347%131,099$697.2Klow
Exitedabrdn Global Infrastructure Income FundASGIMar 31, 2026-30,877-100%0$690.4Klow
NewDuke Energy CorpMar 31, 2026+5,056New5,056$644.0Klow
NewVentas, Inc.Mar 31, 2026+7,659New7,659$629.4Klow
NewFREEPORT-MCMORAN INCMar 31, 2026+10,908New10,908$616.1Klow
New464287291Mar 31, 2026+6,000New6,000$614.1Klow
New3M COMar 31, 2026+4,041New4,041$592.7Klow
AddedBRISTOL MYERS SQUIBB COMar 31, 2026+10,036+173%15,841$587.6Klow
AddedBlackstone IncMar 31, 2026+5,057+13%44,989$581.5Klow
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