Institutions / Woodmont Investment Counsel LLC / Activity
Activity — Woodmont Investment Counsel LLC
222 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Pinnacle Financial Partners, Inc. Common stock | $11.80M | +137K | 136,953 0.73% of portfolio | medium |
| Q1 2026 as of | Exit | Pinnacle Financial Partners, Inc. Common stock | $-10.68M | -112K -100.00% | 0 | medium |
| Q1 2026 as of | New | 808524672 Common stock | $9.20M | +291K | 290,541 0.57% of portfolio | medium |
| Q1 2026 as of | Add | StoneX Group Inc. Common stock | $8.77M | +109K +46.49% | 342,462 1.70% of portfolio | medium |
| Q1 2026 as of | Add | 922908736 Common stock | $3.85M | +9K +2.17% | 415,008 11.17% of portfolio | low |
| Q1 2026 as of | Add | 78467V848 Common stock | $3.54M | +89K +23.56% | 467,143 1.14% of portfolio | low |
| Q1 2026 as of | Add | 921943858 Common stock | $3.23M | +50K +3.37% | 1,544,563 6.10% of portfolio | low |
| Q1 2026 as of | Add | 78468R101 Common stock | $2.59M | +89K +9.02% | 1,073,443 1.93% of portfolio | low |
| Q1 2026 as of | Add | 46436E486 Common stock | $2.56M | +122K +15.03% | 936,335 1.21% of portfolio | low |
| Q1 2026 as of | Add | 46436E726 Common stock | $2.42M | +110K +11.58% | 1,064,345 1.44% of portfolio | low |
| Q1 2026 as of | New | 37954Y830 Common stock | $2.37M | +31K | 31,078 0.15% of portfolio | low |
| Q1 2026 as of | New | Xylem Inc. Common stock | $2.08M | +17K | 17,437 0.13% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y209 Common stock | $-2.07M | -14K -26.03% | 40,073 0.36% of portfolio | low |
| Q1 2026 as of | Trim | 922908744 Common stock | $-1.97M | -10K -1.34% | 738,418 8.93% of portfolio | low |
| Q1 2026 as of | Trim | Chart Industries Inc Common stock | $-1.82M | -9K -66.22% | 4,499 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 46436E718 Common stock | $-1.76M | -18K -11.38% | 136,357 0.85% of portfolio | low |
| Q1 2026 as of | Add | 113004105 Common stock | $1.45M | +33K +23.15% | 173,492 0.48% of portfolio | low |
| Q1 2026 as of | Add | First Horizon Corp Common stock | $1.24M | +55K +570.29% | 64,254 0.09% of portfolio | low |
| Q1 2026 as of | Add | 78464A672 Common stock | $1.16M | +41K +7.68% | 569,599 1.01% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $1.05M | +7K +29.74% | 28,706 0.28% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $1.04M | +1K +5.42% | 21,949 1.24% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $936.5K | +3K +3.34% | 78,322 1.79% of portfolio | low |
| Q1 2026 as of | Add | Aci Worldwide, Inc. Common stock | $929.3K | +23K +43.00% | 75,366 0.19% of portfolio | low |
| Q1 2026 as of | Add | 46641Q761 Common stock | $782.8K | +13K +8.87% | 156,626 0.59% of portfolio | low |
| Q1 2026 as of | Add | 922908629 Common stock | $752.7K | +3K +2.77% | 97,156 1.72% of portfolio | low |
| Q1 2026 as of | Add | Unitedhealth Group Inc Common stock | $731.7K | +3K +29.67% | 11,818 0.20% of portfolio | low |
| Q1 2026 as of | Add | Dell Technologies Inc. Common stock | $693.8K | +4K +5.68% | 78,615 0.80% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $661.1K | +2K +4.64% | 51,802 0.92% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $654.9K | +1K +12.16% | 10,108 0.37% of portfolio | low |
| Q1 2026 as of | Add | Cal-Maine Foods Inc Common stock | $645.5K | +8K +29.44% | 35,859 0.17% of portfolio | low |
| Q1 2026 as of | Add | 78463X509 Common stock | $562.9K | +12K +2.80% | 440,795 1.27% of portfolio | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $544.7K | +3K +20.08% | 17,448 0.20% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $498.9K | +2K +2.27% | 91,900 1.38% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $488.4K | +1K +8.56% | 18,834 0.38% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $448.2K | +897 +27.15% | 4,201 0.13% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $436.4K | +3K +3.56% | 87,767 0.78% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $421.2K | +1K +1.76% | 82,715 1.50% of portfolio | low |
| Q1 2026 as of | New | 46434V621 Common stock | $414.2K | +6K | 5,902 0.03% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $396.8K | +8K +6.38% | 135,740 0.41% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $391.5K | +2K +11.24% | 22,219 0.24% of portfolio | low |
| Q1 2026 as of | Trim | 78467Y107 Common stock | $-378.0K | -613 -16.20% | 3,170 0.12% of portfolio | low |
| Q1 2026 as of | Exit | 87161C501 Common stock | $-375.4K | -8K -100.00% | 0 | low |
| Q1 2026 as of | Add | 922908769 Common stock | $375.3K | +1K +1.25% | 94,555 1.87% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $361.9K | +554 +7.72% | 7,727 0.31% of portfolio | low |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $358.4K | +3K +1.76% | 158,167 1.28% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $350.7K | +2K +1.50% | 114,378 1.46% of portfolio | low |
| Q1 2026 as of | Exit | 46641Q332 Common stock | $-329.4K | -6K -100.00% | 0 | low |
| Q1 2026 as of | Add | Chubb Ltd Common stock | $325.3K | +998 +2.90% | 35,467 0.71% of portfolio | low |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $322.6K | +11K +4.30% | 278,391 0.48% of portfolio | low |
| Q1 2026 as of | Trim | HCA Healthcare, Inc. Common stock | $-322.3K | -681 -1.28% | 52,522 1.53% of portfolio | low |