Institutions / Puzo Michael J / Activity
Activity — Puzo Michael J
13 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $1.26M | +4K +285.10% | 5,507 0.50% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $999.3K | +14K +25.40% | 68,577 1.44% of portfolio | low |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $758.6K | +8K +19.46% | 49,557 1.36% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $544.5K | +592 +7.20% | 8,816 2.36% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $448.4K | +2K +3.75% | 59,578 3.61% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $413.8K | +1K +9.17% | 16,286 1.43% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $327.6K | +885 +2.38% | 38,022 4.10% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $282.7K | +590 +14.75% | 4,590 0.64% of portfolio | low |
| Q1 2026 as of | Add | 922908686 Common stock | $213.3K | +2K +100.00% | 3,400 0.12% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $182.4K | +620 +73.81% | 1,460 0.13% of portfolio | low |
| Q1 2026 as of | Add | N07059210 Common stock | $178.3K | +135 +17.20% | 920 0.35% of portfolio | low |
| Q1 2026 as of | Add | Xylem Inc. Common stock | $144.7K | +1K +1.89% | 65,454 2.28% of portfolio | low |
| Q1 2026 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $19.2K | +43 +0.28% | 15,414 2.00% of portfolio | low |