Institutions / Greenwood Gearhart LLC / Activity
Activity — Greenwood Gearhart LLC
125 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 921909768 Common stock | $34.62M | +449K +45.76% | 1,430,075 5.96% of portfolio | medium |
| Q1 2026 as of | Trim | 808524201 Common stock | $-31.42M | -1.2M -25.82% | 3,521,321 4.88% of portfolio | medium |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $14.33M | +77K +8852.94% | 77,622 0.78% of portfolio | medium |
| Q1 2026 as of | Trim | 922908769 Common stock | $-9.30M | -29K -38.51% | 46,292 0.80% of portfolio | medium |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-8.95M | -13K -36.99% | 21,509 0.82% of portfolio | medium |
| Q1 2026 as of | Add | 46641Q837 Common stock | $7.68M | +152K +9.56% | 1,739,531 4.76% of portfolio | medium |
| Q1 2026 as of | Add | 922908363 Common stock | $7.12M | +12K +4.49% | 277,322 8.96% of portfolio | medium |
| Q1 2026 as of | Add | 464287440 Common stock | $6.65M | +70K +9.55% | 798,912 4.12% of portfolio | medium |
| Q1 2026 as of | Trim | 92204A702 Common stock | $-5.97M | -9K -45.01% | 10,447 0.39% of portfolio | medium |
| Q1 2026 as of | Add | 464288638 Common stock | $5.74M | +108K +6.70% | 1,717,626 4.94% of portfolio | medium |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $4.69M | +29K +53.38% | 84,030 0.73% of portfolio | low |
| Q1 2026 as of | Add | 464288646 Common stock | $2.97M | +56K +6.08% | 985,453 2.80% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $2.57M | +15K +5.53% | 281,784 2.66% of portfolio | low |
| Q1 2026 as of | Add | 81369Y605 Common stock | $2.28M | +46K +9.98% | 509,542 1.36% of portfolio | low |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-2.14M | -17K -2.91% | 574,070 3.86% of portfolio | low |
| Q1 2026 as of | Add | 464287507 Common stock | $2.14M | +32K +5.44% | 612,862 2.24% of portfolio | low |
| Q1 2026 as of | Add | 81369Y209 Common stock | $2.06M | +14K +3.14% | 462,504 3.67% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $1.98M | +5K +5.28% | 106,737 2.14% of portfolio | low |
| Q1 2026 as of | Add | 464287655 Common stock | $1.97M | +8K +4.81% | 172,650 2.32% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $1.96M | +8K +3.53% | 226,392 3.11% of portfolio | low |
| Q1 2026 as of | Add | 46137V357 Common stock | $1.86M | +10K +4.17% | 241,890 2.51% of portfolio | low |
| Q1 2026 as of | Add | 46090E103 Common stock | $1.82M | +3K +3.77% | 86,697 2.71% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-1.74M | -12K -23.65% | 39,348 0.30% of portfolio | low |
| Q1 2026 as of | New | 464287465 Common stock | $1.63M | +17K | 16,824 0.09% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $1.49M | +3K +4.95% | 65,853 1.71% of portfolio | low |
| Q1 2026 as of | Add | 921943858 Common stock | $1.33M | +21K +2.85% | 748,732 2.59% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $1.21M | +2K +15.70% | 13,634 0.48% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $1.08M | +5K +4.21% | 127,952 1.44% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $1.06M | +4K +2.33% | 161,621 2.51% of portfolio | low |
| Q1 2026 as of | Add | 92204A306 Common stock | $1.05M | +6K +3.45% | 181,711 1.70% of portfolio | low |
| Q1 2026 as of | Add | 81369Y704 Common stock | $979.9K | +6K +2.46% | 252,784 2.21% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $949.5K | +3K +4.79% | 70,670 1.12% of portfolio | low |
| Q1 2026 as of | Add | 81369Y886 Common stock | $885.4K | +19K +4.63% | 436,177 1.08% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $883.1K | +3K +10.32% | 31,245 0.51% of portfolio | low |
| Q1 2026 as of | New | EPD Enterprise Products Partners L.P. MLP | $851.9K | +23K | 22,514 0.05% of portfolio | low |
| Q1 2026 as of | Add | KKR & Co. Inc. Common stock | $818.4K | +9K +7.97% | 119,819 0.60% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $811.3K | +3K +8.06% | 35,964 0.59% of portfolio | low |
| Q1 2026 as of | Add | 81369Y308 Common stock | $809.9K | +10K +2.18% | 463,621 2.06% of portfolio | low |
| Q1 2026 as of | New | 464287481 Common stock | $803.6K | +6K | 6,272 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Hunt J B Transport Services Inc Common stock | $-750.8K | -4K -1.76% | 198,296 2.27% of portfolio | low |
| Q1 2026 as of | Add | Liberty Media Corp-Liberty Formula One Common stock | $750.7K | +9K +5.02% | 184,708 0.85% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $731.4K | +2K +5.19% | 47,913 0.80% of portfolio | low |
| Q1 2026 as of | Add | 808524300 Common stock | $718.7K | +25K +107.09% | 47,712 0.08% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $699.3K | +3K +85.35% | 7,340 0.08% of portfolio | low |
| Q1 2026 as of | New | 922908611 Common stock | $671.1K | +3K | 3,089 0.04% of portfolio | low |
| Q1 2026 as of | Add | 808524508 Common stock | $647.4K | +21K +141.71% | 35,667 0.06% of portfolio | low |
| Q1 2026 as of | Add | Jacobs Solutions Inc. Common stock | $593.6K | +5K +6.14% | 80,587 0.55% of portfolio | low |
| Q1 2026 as of | New | 922908538 Common stock | $567.7K | +2K | 2,206 0.03% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $539.0K | +942 +3.21% | 30,262 0.94% of portfolio | low |
| Q1 2026 as of | Add | 922908553 Common stock | $528.6K | +6K +3.73% | 165,548 0.79% of portfolio | low |