Institutions / Bar Harbor Wealth Management / Activity
Activity — Bar Harbor Wealth Management
85 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Eaton Corp plc Common stock | $73.0K | +204 +1.35% | 15,329 0.32% of portfolio | low |
| Q1 2026 as of | Add | Honeywell International Inc Common stock | $68.7K | +304 +1.80% | 17,196 0.23% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $68.7K | +120 +1.68% | 7,260 0.24% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $55.0K | +92 +8.29% | 1,202 0.04% of portfolio | low |
| Q1 2026 as of | Add | Prologis Inc Common stock | $51.2K | +387 +1.76% | 22,348 0.17% of portfolio | low |
| Q1 2026 as of | Add | Rockwell Automation Inc Common stock | $35.5K | +99 +0.97% | 10,284 0.22% of portfolio | low |
| Q1 2026 as of | Add | Dominion Energy, Inc Common stock | $31.0K | +501 +0.83% | 60,509 0.22% of portfolio | low |
| Q1 2026 as of | Add | 464288661 Common stock | $28.8K | +243 +8.10% | 3,244 0.02% of portfolio | low |
| Q1 2026 as of | Add | Tractor Supply Co /De Common stock | $28.3K | +625 +1.31% | 48,154 0.13% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $23.7K | +273 +0.19% | 141,525 0.72% of portfolio | low |
| Q1 2026 as of | Add | 464287465 Common stock | $19.0K | +196 +0.68% | 29,184 0.17% of portfolio | low |
| Q1 2026 as of | Add | Southern Co Common stock | $18.1K | +188 +3.45% | 5,645 0.03% of portfolio | low |
| Q1 2026 as of | Add | Intercontinental Exchange, Inc. Common stock | $14.2K | +90 +0.36% | 24,880 0.23% of portfolio | low |
| Q1 2026 as of | Add | Regeneron Pharmaceuticals, Inc. Common stock | $13.9K | +18 +0.12% | 14,714 0.67% of portfolio | low |
| Q1 2026 as of | Add | Qualcomm INC/DE Common stock | $13.3K | +103 +2.60% | 4,068 0.03% of portfolio | low |
| Q1 2026 as of | Add | The PNC Financial Services Group, Inc. Common stock | $13.1K | +63 +2.37% | 2,726 0.03% of portfolio | low |
| Q1 2026 as of | Add | 3M Co Common stock | $12.3K | +85 +0.85% | 10,105 0.09% of portfolio | low |
| Q1 2026 as of | Add | Synopsys Inc Common stock | $12.3K | +31 +0.75% | 4,181 0.10% of portfolio | low |
| Q1 2026 as of | Add | 66987V109 Common stock | $12.1K | +79 +2.71% | 2,992 0.03% of portfolio | low |
| Q1 2026 as of | Add | AT&T Inc. Common stock | $11.2K | +386 +1.11% | 35,102 0.06% of portfolio | low |
| Q1 2026 as of | Add | Norfolk Southern Corp Common stock | $10.3K | +36 +0.58% | 6,290 0.11% of portfolio | low |
| Q1 2026 as of | Add | 464288513 Common stock | $9.4K | +118 +1.49% | 8,018 0.04% of portfolio | low |
| Q1 2026 as of | Add | Amgen Inc Common stock | $8.8K | +25 +0.69% | 3,632 0.07% of portfolio | low |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $8.7K | +9 +0.73% | 1,246 0.07% of portfolio | low |
| Q1 2026 as of | Add | Target Corp Common stock | $8.1K | +67 +1.99% | 3,432 0.02% of portfolio | low |
| Q1 2026 as of | Add | RTX Corp Common stock | $7.5K | +39 +0.17% | 22,425 0.25% of portfolio | low |
| Q1 2026 as of | Add | Genuine Parts Co Common stock | $5.7K | +54 +1.02% | 5,364 0.03% of portfolio | low |
| Q1 2026 as of | Add | Lockheed Martin Corp Common stock | $5.4K | +9 +0.43% | 2,108 0.07% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $4.4K | +18 +0.02% | 74,352 1.05% of portfolio | low |
| Q1 2026 as of | Add | Allstate Corp Common stock | $3.9K | +19 +1.55% | 1,243 0.02% of portfolio | low |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $3.7K | +46 +1.14% | 4,076 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464287887 Common stock | $3.5K | +24 +1.45% | 1,677 0.01% of portfolio | low |
| Q1 2026 as of | Add | Sysco Corp Common stock | $3.3K | +46 +0.04% | 127,777 0.53% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $2.7K | +9 +0.42% | 2,135 0.04% of portfolio | low |
| Q1 2026 as of | Add | DuPont de Nemours, Inc. Common stock | $1.2K | +27 +0.29% | 9,215 0.02% of portfolio | low |