Institutions / Lederer & Associates Investment COUNSEL/CA / Activity
Activity — Lederer & Associates Investment COUNSEL/CA
65 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 808524847 Common stock | $8 | +389 +2.16% | 18,373 0.28% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $8 | +22 +0.10% | 22,570 5.92% of portfolio | low |
| Q1 2026 as of | Add | Otis Worldwide Corp Common stock | $7 | +90 +0.89% | 10,167 0.56% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $7 | +23 +0.25% | 9,067 1.89% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $6 | +68 +0.48% | 14,099 0.87% of portfolio | low |
| Q1 2026 as of | Add | 808524839 Common stock | $4 | +171 +0.97% | 17,884 0.29% of portfolio | low |
| Q1 2026 as of | Trim | Illinois Tool Works Inc Common stock | $-4 | -15 -0.34% | 4,452 0.82% of portfolio | low |
| Q1 2026 as of | Add | 808524714 Common stock | $4 | +150 +0.76% | 19,971 0.35% of portfolio | low |
| Q1 2026 as of | Add | Starbucks Corp Common stock | $4 | +40 +0.31% | 13,002 0.83% of portfolio | low |
| Q1 2026 as of | Add | 808524854 Common stock | $3 | +135 +0.94% | 14,528 0.26% of portfolio | low |
| Q1 2026 as of | Trim | Stryker Corp Common stock | $-3 | -10 -0.20% | 4,956 1.15% of portfolio | low |
| Q1 2026 as of | Add | Waste Management Inc Common stock | $2 | +10 +0.11% | 9,206 1.50% of portfolio | low |
| Q1 2026 as of | Add | American Water Works Company, Inc. Common stock | $2 | +16 +0.18% | 9,085 0.88% of portfolio | low |
| Q1 2026 as of | Trim | Uber Technologies, Inc Common stock | $-1 | -10 -0.06% | 17,194 0.88% of portfolio | low |
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-1 | -2 -0.03% | 7,508 1.73% of portfolio | low |