Institutions / Ami Investment Management Inc / Activity
Activity — Ami Investment Management Inc
66 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 808524300 Common stock | $2.71M | +93K +32.88% | 375,933 2.46% of portfolio | low |
| Q1 2026 as of | New | Wells Fargo & COMPANY/MN Common stock | $2.07M | +26K | 26,013 0.47% of portfolio | low |
| Q1 2026 as of | New | Accenture plc Common stock | $1.87M | +9K | 9,409 0.42% of portfolio | low |
| Q1 2026 as of | Add | 92204A702 Common stock | $1.60M | +2K +3.38% | 70,076 10.99% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-1.46M | -5K -12.10% | 37,095 2.39% of portfolio | low |
| Q1 2026 as of | Add | 92206C409 Common stock | $1.41M | +18K +3.37% | 544,670 9.71% of portfolio | low |
| Q1 2026 as of | Add | 92206C706 Common stock | $1.25M | +21K +5.06% | 434,706 5.82% of portfolio | low |
| Q1 2026 as of | Add | 92206C102 Common stock | $1.14M | +19K +3.14% | 639,260 8.42% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-1.08M | -2K -7.21% | 29,012 3.13% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $1.06M | +3K +13.13% | 24,644 2.05% of portfolio | low |
| Q1 2026 as of | Trim | FedEx Corp Common stock | $-968.5K | -3K -19.04% | 11,562 0.93% of portfolio | low |
| Q1 2026 as of | Add | 922020748 Common stock | $803.5K | +10K +2.51% | 424,563 7.39% of portfolio | low |
| Q1 2026 as of | Add | 25861R402 Common stock | $489.8K | +10K +4.16% | 248,126 2.76% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-486.4K | -2K -7.81% | 23,489 1.29% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $450.2K | +787 +8.83% | 9,703 1.25% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y506 Common stock | $-431.3K | -7K -6.25% | 105,654 1.46% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-423.0K | -2K -6.85% | 29,843 1.29% of portfolio | low |
| Q1 2026 as of | Add | 922908744 Common stock | $420.1K | +2K +4.50% | 49,669 2.19% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $356.3K | +4K +9.63% | 42,089 0.91% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp Common stock | $350.6K | +1K +9.46% | 12,341 0.91% of portfolio | low |
| Q1 2026 as of | Add | 09290C889 Common stock | $313.3K | +14K +45.95% | 45,030 0.22% of portfolio | low |
| Q1 2026 as of | Trim | Apple Inc. Common stock | $-290.6K | -1K -11.33% | 8,961 0.51% of portfolio | low |
| Q1 2026 as of | Add | Colgate Palmolive Co Common stock | $275.4K | +3K +22.64% | 17,504 0.34% of portfolio | low |
| Q1 2026 as of | Add | 41151J885 Common stock | $245.4K | +8K +1.98% | 436,578 2.84% of portfolio | low |
| Q1 2026 as of | Trim | Allison Transmission Holdings Inc Common stock | $-243.0K | -2K -6.87% | 28,125 0.74% of portfolio | low |
| Q1 2026 as of | New | Nextera Energy Inc Common stock | $212.7K | +2K | 2,290 0.05% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $208.4K | +859 +4.88% | 18,456 1.01% of portfolio | low |
| Q1 2026 as of | Exit | 921932703 Common stock | $-207.7K | -1K -100.00% | 0 | low |
| Q1 2026 as of | New | Costco Wholesale Corp /New Common stock | $205.3K | +206 | 206 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 808524201 Common stock | $-191.9K | -7K -2.52% | 289,648 1.67% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $171.8K | +825 +4.14% | 20,753 0.97% of portfolio | low |
| Q1 2026 as of | Trim | 922907746 Common stock | $-153.2K | -3K -1.53% | 197,020 2.21% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $149.4K | +508 +1.75% | 29,477 1.95% of portfolio | low |
| Q1 2026 as of | Add | 81369Y886 Common stock | $144.1K | +3K +3.93% | 83,102 0.86% of portfolio | low |
| Q1 2026 as of | Add | Unitedhealth Group Inc Common stock | $140.4K | +519 +5.41% | 10,108 0.62% of portfolio | low |
| Q1 2026 as of | Add | NIKE, Inc. Common stock | $135.6K | +3K +8.86% | 31,528 0.37% of portfolio | low |
| Q1 2026 as of | Add | Elevance Health Inc Common stock | $132.9K | +454 +6.62% | 7,310 0.48% of portfolio | low |
| Q1 2026 as of | Trim | 25434V773 Common stock | $-129.2K | -4K -1.56% | 241,373 1.83% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-123.3K | -794 -14.21% | 4,793 0.17% of portfolio | low |
| Q1 2026 as of | Trim | 922908363 Common stock | $-121.9K | -204 -3.19% | 6,189 0.83% of portfolio | low |
| Q1 2026 as of | Trim | Fiserv Inc Common stock | $-120.4K | -2K -12.66% | 14,886 0.19% of portfolio | low |
| Q1 2026 as of | Trim | 808524805 Common stock | $-118.8K | -5K -5.96% | 75,802 0.42% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $118.2K | +391 +2.27% | 17,613 1.20% of portfolio | low |
| Q1 2026 as of | Trim | 808524706 Common stock | $-112.9K | -3K -5.60% | 57,777 0.43% of portfolio | low |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-107.3K | -672 -2.25% | 29,245 1.05% of portfolio | low |
| Q1 2026 as of | Add | 81369Y704 Common stock | $100.4K | +621 +5.93% | 11,091 0.40% of portfolio | low |
| Q1 2026 as of | Add | 92204A504 Common stock | $85.8K | +315 +1.88% | 17,030 1.04% of portfolio | low |
| Q1 2026 as of | Trim | Lowes Companies Inc Common stock | $-85.8K | -363 -1.69% | 21,074 1.12% of portfolio | low |
| Q1 2026 as of | Add | 922908629 Common stock | $65.5K | +228 +3.48% | 6,777 0.44% of portfolio | low |
| Q1 2026 as of | Trim | Analog Devices Inc Common stock | $-55.7K | -175 -12.50% | 1,225 0.09% of portfolio | low |