Institutions / Graybill Wealth Management, Ltd. / Activity
Activity — Graybill Wealth Management, Ltd.
62 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 46432F842 Common stock | $-22.0K | -243 -1.94% | 12,262 0.34% of portfolio | low |
| Q1 2026 as of | Trim | Lam Research Corp Common stock | $-17.3K | -81 -5.19% | 1,479 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 464287507 Common stock | $-17.2K | -255 -2.42% | 10,292 0.21% of portfolio | low |
| Q1 2026 as of | Add | NexPoint Residential Trust, Inc. Common stock | $16.3K | +651 +0.85% | 76,865 0.59% of portfolio | low |
| Q1 2026 as of | Trim | 46434G103 Common stock | $-11.9K | -170 -0.12% | 145,082 3.08% of portfolio | low |
| Q1 2026 as of | Add | 464288414 Common stock | $10.6K | +100 +0.83% | 12,197 0.39% of portfolio | low |
| Q1 2026 as of | Trim | Ford Motor Co Common stock | $-8.7K | -750 -5.56% | 12,750 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Bristol Myers Squibb Co Common stock | $-6.1K | -100 -1.20% | 8,217 0.15% of portfolio | low |
| Q1 2026 as of | Add | UTG Reaves Utility Income Fund Closed-End Fund | $2.0K | +52 +0.46% | 11,342 0.14% of portfolio | low |
| Q1 2026 as of | Add | 464287739 Common stock | $1.9K | +20 +0.38% | 5,240 0.15% of portfolio | low |
| Q1 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-1.7K | -52 -0.42% | 12,451 0.13% of portfolio | low |
| Q1 2026 as of | Trim | 904767803 Common stock | $-57 | -1 -0.03% | 3,763 0.07% of portfolio | low |