Institutions / Birinyi Associates Inc / Activity
Activity — Birinyi Associates Inc
44 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 81369Y209 Common stock | $0 | +1 +0.01% | 8,164 0.33% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $0 | +3 +0.06% | 5,068 0.20% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $1 | +4 +0.04% | 10,723 0.86% of portfolio | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $2 | +17 +0.36% | 4,676 0.15% of portfolio | low |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-17 | -100 -0.09% | 107,765 5.12% of portfolio | low |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $42 | +125 +3.18% | 4,050 0.37% of portfolio | low |
| Q1 2026 as of | Trim | Meta Platforms Inc Common stock | $-43 | -75 -9.26% | 735 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Gilead Sciences, Inc. Common stock | $-50 | -361 -18.41% | 1,600 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Chevron Corp Common stock | $-52 | -250 -7.04% | 3,300 0.19% of portfolio | low |
| Q1 2026 as of | Trim | Constellation Energy Corp Common stock | $-59 | -210 -2.39% | 8,585 0.65% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $61 | +300 +24.00% | 1,550 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Qualcomm INC/DE Common stock | $-65 | -500 -20.00% | 2,000 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-73 | -147 -0.33% | 44,857 6.10% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-78 | -307 -0.09% | 330,879 22.87% of portfolio | low |
| Q1 2026 as of | Trim | Chipotle Mexican Grill Inc Common stock | $-80 | -3K -5.56% | 42,500 0.37% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-93 | -325 -0.23% | 143,611 11.25% of portfolio | low |
| Q1 2026 as of | Trim | 464287655 Common stock | $-118 | -475 -23.93% | 1,510 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Citigroup Inc Common stock | $-121 | -1K -1.02% | 103,897 3.21% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $125 | +136 +12.89% | 1,191 0.30% of portfolio | low |
| Q1 2026 as of | Trim | Nvr Inc Common stock | $-158 | -24 -36.92% | 41 0.07% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $210 | +1K +0.73% | 138,638 7.86% of portfolio | low |
| Q1 2026 as of | New | Altria Group, Inc. Common stock | $212 | +3K | 3,212 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 78467X109 Common stock | $-243 | -524 -4.35% | 11,521 1.45% of portfolio | low |
| Q1 2026 as of | Exit | Oracle Corp Common stock | $-253 | -1K -100.00% | 0 | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $263 | +311 +3.17% | 10,111 2.33% of portfolio | low |
| Q1 2026 as of | Add | Autozone Inc Common stock | $294 | +87 +14.01% | 708 0.65% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $328 | +1K +5.97% | 24,059 1.59% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $355 | +959 +2.85% | 34,633 3.49% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-431 | -900 -5.54% | 15,337 2.00% of portfolio | low |
| Q1 2026 as of | Trim | Lockheed Martin Corp Common stock | $-483 | -800 -44.44% | 1,000 0.16% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-490 | -754 -1.49% | 50,015 8.86% of portfolio | low |
| Q1 2026 as of | Add | Booking Holdings Inc Common stock | $1.0K | +239 +10.76% | 2,460 2.82% of portfolio | low |
| Q1 2026 as of | New | Schwab Charles Corp Common stock | $1.1K | +11K | 11,281 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Dell Technologies Inc. Common stock | $-1.2K | -7K -26.84% | 19,490 0.87% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $1.2K | +4K +56.69% | 11,360 0.94% of portfolio | low |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-1.4K | -5K -17.44% | 21,401 1.80% of portfolio | low |
| Q1 2026 as of | Trim | Netflix Inc Common stock | $-1.7K | -18K -77.71% | 5,100 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Mcdonald'S Corp Common stock | $-2.6K | -8K -58.35% | 6,006 0.51% of portfolio | low |
| Q1 2026 as of | Exit | BlackRock, Inc. Common stock | $-2.7K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Uber Technologies, Inc Common stock | $-2.8K | -35K -100.00% | 0 | low |
| Q1 2026 as of | New | 46137V357 Common stock | $2.9K | +15K | 14,944 0.78% of portfolio | low |
| Q1 2026 as of | Trim | 922908363 Common stock | $-3.0K | -5K -41.27% | 7,199 1.17% of portfolio | low |
| Q1 2026 as of | New | The Boeing Company Common stock | $3.1K | +16K | 15,600 0.85% of portfolio | low |
| Q1 2026 as of | New | Johnson & Johnson Common stock | $4.2K | +17K | 17,029 1.13% of portfolio | low |