Activity — Woodley Farra Manion Portfolio Management Inc
14 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | G0593M107 Common stock | $72.77M | +369K | 368,969 3.54% of portfolio | high |
| Q1 2026 as of | New | Church & Dwight Co Inc /De Common stock | $37.68M | +404K | 403,792 1.83% of portfolio | medium |
| Q1 2026 as of | New | CARRIER GLOBAL Corp Common stock | $35.60M | +632K | 632,287 1.73% of portfolio | medium |
| Q1 2026 as of | New | Mid America Apartment Communities Inc. Common stock | $2.01M | +16K | 16,478 0.10% of portfolio | low |
| Q1 2026 as of | New | Lam Research Corp Common stock | $300.9K | +1K | 1,408 0.01% of portfolio | low |
| Q1 2026 as of | New | 78462F103 Common stock | $292.8K | +449 | 449 0.01% of portfolio | low |
| Q1 2026 as of | New | ConocoPhillips Common stock | $287.2K | +2K | 2,176 0.01% of portfolio | low |
| Q1 2026 as of | New | H01301128 Common stock | $283.8K | +4K | 3,767 0.01% of portfolio | low |
| Q1 2026 as of | New | Trane Technologies plc Common stock | $275.9K | +662 | 662 0.01% of portfolio | low |
| Q1 2026 as of | New | Emerson Electric Co Common stock | $239.8K | +2K | 1,830 0.01% of portfolio | low |
| Q1 2026 as of | New | 055622104 Common stock | $221.9K | +5K | 4,722 0.01% of portfolio | low |
| Q1 2026 as of | New | Qnity Electronics, Inc. Common stock | $215.9K | +2K | 1,871 0.01% of portfolio | low |
| Q1 2026 as of | New | Duke Energy Corp Common stock | $213.0K | +2K | 1,627 0.01% of portfolio | low |
| Q1 2026 as of | New | Phillips 66 Common stock | $201.9K | +1K | 1,108 <0.01% of portfolio | low |