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 | Trim | 81369Y506 Common stock | $-431.3K | -7K -6.25% | 105,654 1.46% 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 | Johnson & Johnson Common stock | $-486.4K | -2K -7.81% | 23,489 1.29% 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 | Add | 922020748 Common stock | $803.5K | +10K +2.51% | 424,563 7.39% 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 | Microsoft Corp Common stock | $1.06M | +3K +13.13% | 24,644 2.05% 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 | 92206C102 Common stock | $1.14M | +19K +3.14% | 639,260 8.42% 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 | 92206C409 Common stock | $1.41M | +18K +3.37% | 544,670 9.71% 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 | 92204A702 Common stock | $1.60M | +2K +3.38% | 70,076 10.99% 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 | New | Wells Fargo & COMPANY/MN Common stock | $2.07M | +26K | 26,013 0.47% of portfolio | low |
| Q1 2026 as of | Add | 808524300 Common stock | $2.71M | +93K +32.88% | 375,933 2.46% of portfolio | low |